Outsourced Accounting Services

Too many business owners and executives feel frustrated because of a lack of accurate financial reporting. We believe every executive should have access to accurate financial reporting to grow their business strategically.

Your Formula for Success

Services Offered

We offer a wide range of services, including outsourced accounting, fractional CFOs and controllers, and business planning services. When you engage with us, you will gain clarity and confidence in your financial standing.

Why Optima?

Services Offered

Fractional Chief
Financial Officer

Controller & Director
of Accounting

Assistant
Controller

Accounting
Manager

Sr. Accountant

Staff
Accountant

Bookkeeper

Frequently Asked Questions

How is Optima different in its approach to outsourced accounting?

Optima believes in a customized, client-centric approach. We assemble a team precisely suited to your company’s needs, ensuring you benefit from the expertise most relevant to your industry and tech environment.

We prioritize a robust policy and procedural framework, ensuring adherence to best practices and current regulatory standards.

Absolutely! We value flexibility. While our team is primarily based in San Diego and Southern California, we can arrange onsite support and are fully equipped to offer remote services.

We’re eager to assist! Reach out to us via our contactform and we’ll be in touch to schedule a discovery call.

While we don’t directly provide these services, we excel in preparing for them. Collaborating with your CPA or audit firm, we ensure they receive meticulous and organized financial records, aiding in strategy development and compliance.

Take Your Business to the Next Level
with Optima Office

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