Expert Controller Services
in San Diego

Get an outsourced Controller who brings accuracy and control to your close, enhances your cash flow management, and delivers insights that drive growth and profitability. Our proprietary five-point system matches you with the right Controller for your business in just days.

Your Formula for Success

Key Controller Responsibilities

Expert Financial Leadership

Strategic Financial Management

Operational Excellence

Why Choose Optima?

Controllers Suited to Your Business and Ready to Execute in Days

Industry Experience

Industry Expertise

Deep experience in your sector

Software Stack

Software Stack

Fluent in your tools

Location

Location

On-site, remote, or hybrid

Personality Fit

Personality Fit

Collaboration that clicks

Capacity

Capacity

The right bandwidth to fit your budget

Why You Need a Controller

Meet the Team

Daniela (Dana) Sarbulescu

Chief Accounting & Technology Officer

Allen Shubat

Controller

Amy Christensen

Controller

Anneka van Dongen

Controller

Anastasia Rollins

Director of Finance/Accounting

Anne P Nolie

Director of Accounting

Ashley Jajtner, CPA

Director of Accounting

Bijen Patel

Director of Accounting

Ekaterina (Katya) Mansurova

Director of Accounting

Denise K Baker

Assistant Controller

Optima Offers a Full Suite of Accounting Services

Professionally dressed man smiling at the camera

Fractional Chief
Financial Officer

Three business professionals in a meeting, with a senior executive in the foreground looking at the camera

Controller & Director
of Accounting

Female accounting professional presenting financial charts at a whiteboard

Assistant
Controller

Confident male accounting manager with arms crossed, colleagues visible behind him

Accounting
Manager

Hands working on a calculator and financial documents at a desk

Senior Accountant

Smiling female staff accountant in a collaborative meeting

Staff
Accountant

Hands reviewing and organizing receipts and financial records

Bookkeeper

FAQs About Our Outsourced Controller Services

What does a Controller from Optima Office actually do?

 A Controller owns the accuracy and timeliness of your close, strengthens internal controls, and provides the operational analysis that improves profitability. They bridge the gap between day-to-day bookkeeping and CFO-level strategy.

We operate with strict access controls and role-based permissions so only the right people can access the right systems. We also standardize processes to reduce exposure points and keep financial workflows consistent, documented, and auditable across teams. We can walk you through how we set up access, approvals, and internal controls before we touch your data.

We build a right-sized engagement based on complexity, transaction volume, reporting needs, and risk profile, not a generic package. You can start with core close support and add CFO oversight as your reporting needs grow.

Most companies aim to review financials monthly once the books are closed and reconciled, and we structure workflows to support timely month-end delivery. Turnaround depends on bank/credit card access, transaction volume, and how quickly approvals and documentation flow, but the goal is always consistent, repeatable close timing.

Outsourced Controller services typically cost less than a full-time hire once you factor in salary, benefits, payroll taxes, and turnover risk. You pay for the level of support you need and scale up or down as the business changes.

Yes. Our Controllers work across common accounting tech stacks and can plug into your existing systems while improving consistency and reporting quality. If your setup is messy, we’ll help stabilize it first.