Contact Us
Contact Us

Resources to Empower Your Business

Accounting. HR. Recruiting. Simplified.

Resource Center

Explore our curated library of tools, tips, and insights designed to help you make smarter back-office decisions.

Articles

December 31, 2025

Mastering Fractional CFO Bookkeeping for Business Growth

Unlock growth with expert fractional CFO bookkeeping. Get strategic financial leadership & robust data for …
Read More
December 18, 2025

Time is Money: Your Guide to Cost-Effective Bookkeeping Through Outsourcing

Discover how outsourcing bookkeeping saves time and cost for your business. Reclaim your schedule, cut …
Read More
December 10, 2025

From Ledgers to Leaders: Finding Your Ideal Accountancy Recruitment Partner

Find top talent or your next role with expert accountancy recruitment agencies. Optima Office offers …
Read More
December 9, 2025

Second in Command Podcast with Cameron Herald: Unlock Financial Clarity

In her recent appearance on Cameron Herold’s “Second in Command” podcast, Optima Office CEO Jennifer …

Read More
December 4, 2025

The CFO Role Explained Simply

Unlock the power of a CFO! Learn their strategic role, responsibilities, career path, and how …
Read More
November 27, 2025

What is Business Valuation Support and Why Your Business Needs It

Unlock your business’s true worth. Discover why expert Business valuation support is vital for strategic …
Read More
November 20, 2025

Hire Power: Discover the Best Accounting Recruiters in San Diego

Hire top talent! Discover the best accounting recruiters in San Diego for expert hiring, specialized …
Read More
November 13, 2025

Navigating Nonprofit Accounting: A GAAP-tastic Journey

Master gaap for nonprofits! Learn key principles, compliance, and financial statements to build trust and …
Read More

Case Studies

November 11, 2025

Building Financial Clarity for Chicano Park Museum and Cultural Center

Chicano Park Museum and Cultural Center (CPMCC) is a vibrant nonprofit that celebrates Chicano, Mexican-American, …

Read More
September 16, 2025

The Smartest Thing Parley Labs Did Before Scaling

Parley Labs develops secure, decentralized connectivity solutions designed for the most demanding environments. With deep …

Read More
September 16, 2025

Replacing Spreadsheets and Unlocking 85% Faster Reporting

Unified Orthopedics is a surgeon-focused orthopedic company delivering proven products, responsive clinical support, and a …

Read More
September 16, 2025

Cutting Month-End by 50% and Gaining Time to Make Better Decisions

Approved Providers Network assists small and medium business owners across the country in managing their …

Read More
August 6, 2025

Navigating a Leadership Change & Uncovering $140K in Operational Potential

​Founded in 1925, Southwestern Yacht Club (SWYC) is one of San Diego’s oldest and most …

Read More
August 6, 2025

How Children’s Paradise Cut Prep Time by 50% and Cleared the Path to Growth

About Children’s Paradise Founded with the mission to provide high-quality early childhood education, Children’s Paradisehas …

Read More
Year End Accounting Checklist
Fractional CFO Guide
Financial Gap Assessment
Human Resources Download
Recruiting One-Sheet
WVPP Guide

We believe that behind every successful
business is an “Optimal” Accounting, HR, and Operations team.