Optima Office is a leader in servicing nonprofit organizations and 501 C3’s. We provide nonprofits with accounting services such as board governance, financial and cash management, budget to actual reporting, human resources, operations support and fractional CFOs. Our goal is to support your nonprofit organization by providing strategic advice and either a full team of accounting and HR professionals or filling gaps as needed.
One area in which we can help nonprofit organizations is by overseeing the development and active management of strategic planning. We can host strategic planning sessions, leading your organization through the development of the vision and mission statements, goals and objectives, SWOT analysis, and the implementation of the plan itself.
Our outsourced accountants and fractional CFOs can serve as the perfect tool in relieving you of unnecessary finance woes. You have a lot to manage as it is, so let our highly trained staff guide you on the best ways to organize your day-to-day fundraising and financial management practices for you entirely.
A nonprofit CFO will go above and beyond a controller’s duties, and when it’s time, let Optima’s fractional accounting services help you gain improved strategic and financial management for your organization.
Our fractional CFOs specialize in financial planning and analysis services where we help our non-profit clients create an annual budget, including the budget timeline and internal and external budget communications. We can help you formulate your annual budget and bookkeeping by using different approaches that can include: income-based budgets, incremental budgets, and zero-based budgets.
Optima has a dedicated team of accounting professionals with not-for-profit experience who care about your mission and helping you to accomplish your goals. Our team of nonprofit accounting professionals have deep experience in financial reporting, creating key performance indicators (KPI’s), and building financial and operational dashboards for nonprofit organizations.
Our approach is to provide you with dedicated resources that fit your non-profit. Let Optima support your nonprofit accounting and HR needs today. Our fractional CFOs and HR professionals can help lead your nonprofit organization to achieve its mission. Your Optima team will handle the daily transactional work to provide it on time and accurately.
Between the IRS, Attorney General, foundations, and donors, volunteers and employees, everyone is demanding information about how you receive and use your financial and HR resources. Do not let your organization’s lack of resources hold you back from hiring the best employees or put your nonprofit at risk because you did not follow proper employment guidelines or laws.
Without a knowledgeable HR team, you are putting your business at risk for litigation and loss of key employees. Our nonprofit HR services can help you. Give us a call.
Nonprofit accounting requires clean tracking and reporting that builds trust with boards, donors, and grantmakers. Optima supports nonprofit reporting needs, including audit-ready financials and the structures that make restricted funds and grant activity trackable.
A controller provides accurate financials and analysis so budgeting is grounded in reality, not assumptions. That helps leadership at nonprofits allocate resources to programs confidently and spot risks early.
Our nonprofit accounting services commonly include budgeting, bookkeeping, forecasting, bank financing assistance, monthly financial reports, accrual preparation, audit schedules support, and grant-related reporting support.
We help nonprofits strengthen HR compliance and people processes, which can include documentation, policies, training, and risk reduction. For volunteer and board-adjacent needs, we help you build consistent processes that protect the organization.
Yes. We support bookkeeping structures that align with nonprofit reporting requirements and coordinate with CPAs so the organization stays tax-ready and audit-ready.
Yes. We recruit for nonprofit executive and operational roles, including leadership positions, with a screening process designed to produce better finalists, faster.
Community-facing organizations have unique exposure points, so we tailor procedures and training around public interaction, reporting pathways, and de-escalation expectations.
Serving our customers means you need to have the right experts on your team. Optima Office has the non-profit accounting and HR experts you need to grow your business – let us take it from here.
With locations in San Diego, Orange County, and San Francisco, Optima offers fractional CFO, HR, and professional accounting services throughout all of California and beyond.
