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.

Videos

Case Studies

Downloadable Guide
Recruiting Playlist

Articles

February 4, 2025

The Role of Bookkeepers, Controllers, and CFOs: Why You Need More than Just a Bookkeeper

Understanding why your business needs more than just a bookkeeper. Explore the roles of controllers …
Read More
February 4, 2025

Optima Team Spotlight: Regina Hulten

Meet Regina Hulten from Optima: a versatile professional with 15 years of experience, balancing career …
Read More
January 31, 2025

Why Hiring Just a Bookkeeper Could Be Your Most Expensive Mistake

Hiring only a bookkeeper without a controller can lead to costly financial mistakes. Learn why …
Read More
January 22, 2025

3 Reasons Every Small Business Needs a CFO

Discover why your small business needs a CFO. Learn how timely financials, strategic direction, and …
Read More
January 13, 2025

Optima’s CEO Named Finalist for Business Women of the Year

Jennifer Barnes, CEO of Optima Office, honored as a finalist for SDBJ Business Women of …
Read More
December 23, 2024

Business Owners and the Limbo of Anti-Money Laundering Rules

Small businesses must stay aware of the Corporate Transparency Act’s registration requirements despite current legal …
Read More
December 20, 2024

Optima Named Winner of the 2024 Top Workplaces Survey

Optima Office wins 16th spot in 2024 Top Workplaces survey, celebrating employee satisfaction and strong …
Read More
December 16, 2024

Optima Recognized as Best Place to Work in SoCal

Optima Office was named #4 Best Place to Work in SoCal for Medium-Sized Businesses, highlighting …
Read More

Case Studies

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 Analysis
Human Resources Download
Recruiting One-Sheet
WVPP Guide

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

CONTACT US TODAY