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.
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.
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.