Client Reviews

ISLE has worked with Optima’s accounting team for over a decade.  We consider Optima to be more than just a solid vendor, they are a trusted partner.  We have leaned heavily on Optima for a wide variety of needs including entry-level accounting projects, full-service general ledger management, and Fractional CFO talent.  The team always makes sure they have a clear understanding of our specific needs for every project/hire to ensure they place the perfect staff member to make sure we meet our accounting/finance objectives.  I strongly recommend Optima to anyone in need of contract accounting and financial support.

Optima Office is very responsive and really paid attention to me, making me feel as though they were an extension of my own office. I truly appreciate the friendly guidance they provide, and they have helped me accomplish goals and identify issues that I wouldn’t have seen without them.  Absolutely recommendation worthy!

Honestly, out of all the clients/companies I have worked with, Optima is head and shoulders above the rest. You have the clearest, strongest values and working with Optima has been the best decision I have made in the last decade. I wasn’t actively looking to leave, but an opportunity fell into my lap which was just too exciting to pass up, I do hope our paths cross again in the future and would absolutely come back to Optima if it ever lines up that way.

I highly recommend Optima Office. They came in and efficiently cleaned up our books, strategized with us on our goals for the coming years and have implemented a great plan moving forward to achieve all of our business goals. Look no further.

We reached out to Optima Office after our CFO retired.  I’ve been extremely satisfied with their Outsourced CFO services. From the beginning, they have tailored their services to our business and adjusted their approach to accommodate our team. Patt and Vivian are stellar. They take initiative, are detailed oriented, and watch out for us like it was their business.  I highly recommend Optima Office.

Please give them each a bonus or at least a gift basket!!!

We have been using Optima’s services since last October and have been very pleased with both our in house bookkeeper and Optima’s overall tiered support, especially during the last few months where we have needed expert advice for the PPP funding application and forgiveness process and navigating accounting in a remote environment through COVID. I am very pleased with the level of commitment and passion from everyone we work with at Optima. It doesn’t feel as if they are a separate accounting company – it feels as if they are a part of our organization and aligned to help us reach our mission. I have zero regrets moving from an in-person bookkeeper to an outsourced accounting firm.

I want to take an extra moment to let you know Optima has gone above and beyond to support CTD more times than I can count. Maribel, Controller on the Optima team, has demonstrated commitment to our success in ways that are usually only found in an owner or long time employee. I cannot thank her enough.

I am extremely happy with Optima and the service provided. Best investment I’ve made, to date, in my business.