Optima Insights:
Modern Financial Reporting
for Executive Teams

Optima Insights connects your most important business data in one dashboard so your leadership team can make clearer, better decisions in real time.

Most Financial Reports Fall Short

Standard reports show you what happened. They rarely show you why or what to do about it. Not to mention, you must connect the dots through different accounts and platforms.  

 

The results: Decisions slow down, follow-up requests pile up, and the real insights stay buried inside the spreadsheets.   

Optima Insights Transforms Your Decision-Making

Optima Insights turns raw data into leadership strategy.  Directed by your dedicated Controller or CFO advisor, our monthly reporting service delivers custom KPI dashboards built specifically for your business goals. Your advisor provides a written narrative of actionable insights and guides your monthly meetings to ensure you know exactly what the numbers mean for your bottom line. Available to all accounting clients.

With Optima Insights, Get Answers to Important Questions:

  • What changed since last month?
  • Why did profitability change?
  • Which teams or clients are driving the numbers?
  • What should we adjust right now?

Easy-to-Use Dashboards Highlight Performance Drivers

  • Variances over time
  • Interactive drill-down visibility into balances and activity, available with reporting services
  • A more intuitive way to work with financial information
  • Trend analysis

One Source of Truth for Your Leadership Team

Optima Insights gives your leadership team a clearer view of the business with connected dashboards built around the decisions each role needs to make.

Executive Boards

Centralized reporting highlights:

  • Campaigns
  • Pipeline
  • Revenue

CEOs

Visibility into:

  • Performance
  • Profitability
  • Staffing
  • Growth Drivers

HR

Insight into:

  • Reviews
  • Compensation
  • Capacity
  • Workforce Planning

Marketing

Clearer tracking on:

  • Campaigns
  • Pipeline
  • Revenue

Business Intelligence That Gets You to Better Decisions Faster

Optima Insights shifts your leadership team from reactive to proactive. Dashboards refresh daily. Reports arrive automatically. Your team can explore the data themselves, without waiting on anyone. 

The result is leadership that asks better questions, moves faster, and makes decisions with confidence, without changing the systems you already use.

Built for Your Business.
By Your Controller or CFO.

Your Optima Insights dashboards are designed from the ground up by accountants who understand your financial structure, your cost drivers, and the context behind your numbers. Not a generic template. This is a custom-built reporting solution, owned and maintained by your assigned controller or CFO advisor.  Delivery is through a secure portal, meaning no more raw exports or email attachments. 

Reporting solutions scale with your business, from clean monthly financials and KPI dashboards to full FP&A with budgeting, forecasting, variance comparisons, scenario planning, and board packages. Clients who need to go beyond the general ledger can integrate payroll, CRM, and other operational data sources into a fully unified view. 

The right solution for your business starts with a conversation.

Reviews

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Teresa Kaldor profile picture
Teresa Kaldor
11 days ago
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Our church has been working with Optima for a little over a year now and have been very satisfied with our experience. They have helped us work through our accounts, made suggestions for changes, and set up some new systems. Through it all, they listened to our goals and concerns. It has been a very collaborative experience across the board with everyone we have worked with there.
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Matthew Osborn profile picture
Matthew Osborn
16 days ago
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Outstanding team
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J F profile picture
J F
189 days ago
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Optima provided a highly skilled senior finance resource to support our capital formation and strategic corporate initiatives.
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Ron Patterson profile picture
Ron Patterson
196 days ago
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We have really enjoyed working with everyone at Optima Office, especially Heather Harris and Mike Zhang. We were sort of getting by using Quickbooks Online to do our accounting, however we are not accountants and could not justify hiring a dedicated accounting person. We now have access to every accounting discipline from basic accountant to controller for less than the cost of adding an accountant to the staff. Also our accounting is far more accurate and timely than it has ever been. I highly recommend Optima Office.
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Ryan Christopherson profile picture
Ryan Christopherson
196 days ago
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Our Optima team is terrific to work with! Optima provides the expertise we don't have in house. Optima is a trusted strategic partner and has been extremely helpful to improving and scaling our company.
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Sam Stone profile picture
Sam Stone
248 days ago
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They have great small business bookkeeping and HR services! Highly recommend.
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Tom profile picture
Tom
254 days ago
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Patt and Vivian are great to work with. Both take the time to fully understand our issues and help come up with solutions.
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Adjoin CEO profile picture
Adjoin CEO
316 days ago
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I have found Optima to be very responsive and provides great quality staff. We have utilized Optima services multiple times for different positions and it has always been seamless and has met our needs.
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Craig Rouskey profile picture
Craig Rouskey
316 days ago
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Ute, and Marie are amazing and really helped me turn Our company around! Highly recommend!
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Nicolas Breedlove profile picture
Nicolas Breedlove
318 days ago
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The Optima team including Taylor and Anne work great for our business. They have got us in a great position for our next level of growth.
accounting - optima insights

Why Optima?

  • Efficiency first: Accurate, current reporting delivered on time, every time
  • Built by accountants: Our Controllers and CFOs define what metrics actually matter for your business
  • No generic templates: Reporting is custom-built around your financial structure and cost drivers
  • Scalable intelligence: Add dashboards for operations, HR, and other functions as your needs grow
  • Connected systems: Accounting, payroll, CRM, HR, and timekeeping in one live environment

Ready to see what your data can do?

Here’s our simple process to get started with Optima Insights:

Schedule a Consultation

Schedule a Consultation

Tell us about your current reporting challenges and what your leadership team needs to see.

Information Technology Accounting

Get Matched With the Right Setup​

We work with your existing systems and your Optima Controller or CFO to design dashboards built around your business.

Gain Clarity and Confidence​

Live data, automatic delivery, and the accounting intelligence to make it all meaningful.

See Optima Insights In Action

Get the clarity, context, and confidence to act on your data. Watch the videos for more insights.

FAQs About Optima Insights Reporting

What is Optima Insights Financial Reporting Service?

Optima Insights is our structured financial reporting service, available to all accounting clients. Each month, your Optima team delivers a complete formatted financial reporting package, with dashboards built specifically around your business, your financials and KPIs, and the questions your leadership team actually needs to answer.

It replaces Excel-based financial packages with a structured, drill-down view of your financial statements. You can review your numbers online, explore trends, and drill into transaction-level detail without requesting additional reports.

You will still receive month-end financials. The difference is how you interact with them. Instead of static PDFs or spreadsheets:
  • You select date ranges and accounts you want to analyze, so you can slice and dice the data the way you need it
  • You can compare month over month and year over year automatically
  • View rolling 13-month trends
  • Analyze variances without exporting to Excel
  • Drill into the transactions behind any number
  • Integrate multiple data sources from your data warehouse, including paroll, HRIS, marketing and operational data (with select reporting solutions)
Your assigned Controller or CFO does not need to spend time building the same reports every month: instead, they will focus their time on providing you insights on how to improve your business.
The dashboard pulls directly from your financial software, such as QuickBooks Online file, and refreshes as new data is entered and the month-end is finalized. It is designed to provide up-to-date visibility once your financials are closed.

Our reporting solutions are developed for your business with your Controller of CFO Advisor.  These range from your core three financial statements and KPI dashboards to full FP&A with budgeting, forecasting, variance comparisons, scenario planning, and board packages. Clients who need to go beyond the general ledger can integrate payroll, CRM, and other operational data sources into a fully unified view. 

No additional software is required on your end. Once activated, you will receive secure access and can log in at any time to review your financial performance. Your Controller or CFO will walk you through how to use it.

We can include as much historical data as you have visible in your financial software. If you have recently migrated from a different ERP, we can create a custom report to pull historical information from that data source, so you can see a consolidated view of your current financial and historical data.

Case Study:

Gas station

A multi location fuel and car wash operator was piecing together numbers from seven separate systems every day, several with no API at all. 

 

Optima built a unified reporting platform that pulls it all into one place: live fuel margin by grade and location, labor forecasting from daily payroll, and automated flash reports emailed to every site manager each morning.

 

No manual exports. No week old numbers.