Outsourced Financial Controller Services

Growing a business requires smart financial decisions. Our outsourced financial controller services and part-time controllers provide the expertise to enhance cash flow management, streamline reports, and optimize tax planning—giving you the financial leadership to drive growth.

Key Controller Responsibilities

Expert Financial Leadership
Strategic Financial Management
Operational Excellence

Optima's Vision

“At Optima, we’ve heard these concerns across every industry – from manufacturing to technology, healthcare to professional services, non-profits to construction. Our Controllers bring deep experience from these diverse backgrounds, having solved these exact challenges for businesses like yours. “

Client Reviews

Frequently Asked Questions

Can an outsourced financial controller work with my existing accounting team?

Absolutely. Our Controllers excel at leading and mentoring your current team while ensuring everyone operates in alignment with your company’s financial goals.

We customize our involvement based on your needs – from ongoing support to project-based work. Whether you need a few hours monthly or more extensive involvement, we’ll create a plan that fits your business.

Yes. Our Controllers are strategic partners in your company’s future success. They provide forward-looking insights through cash flow forecasts, budgeting, and strategic planning to support your growth objectives.

Your security is our priority. We maintain robust security measures and strict confidentiality protocols to protect your sensitive financial information.

Getting started is simple. Contact us to schedule a consultation where we’ll discuss your needs and match you with the ideal Controller for your business.

Why You Need a Controller

Meet the Team

Daniela (Dana) Sarbulescu

Vice President of Accounting

Karen Alexander

Controller

Denise K Baker

Assistant Controller

Karlyn Bornholdt

Director of Accounting

Amy Christensen

Controller

Allen Shubat

Controller

Anastasia Rollins

Director of Finance/Accounting

Anne P Nolie

Director of Accounting

Ashley Jajtner, CPA

Director of Accounting

Bijen Patel

Director of Accounting

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