Spotlight on Excellence
From leadership to frontline contributors, our team drives success through collaboration, creativity, and commitment. Here, we share stories, insights, and accomplishments that showcase the talent and spirit that make our organization thrive.
April 1, 2025
Meet Tammy Connors, an Assistant Controller at Optima Office, passionate about collaboration, growth, and making a difference.
February 4, 2025
Meet Regina Hulten from Optima: a versatile professional with 15 years of experience, balancing career excellence and personal passions. Discover her journey, insights, and what drives her success.
December 6, 2024
Discover the remarkable journey of Anastasia Rollins, a seasoned accounting professional, in this month’s Optima Team Spotlight.
October 9, 2024
Meet Alex Notthoff, our Employee Spotlight! Discover his passions, career advice, and insights into the accounting industry’s trends.
August 1, 2024
Discover the insights and experiences of Michelle Hewitt, Optima’s Assistant Controller, in this Employee Spotlight feature.
July 5, 2024
Learn how Jennifer Barnes, CEO of Optima Office, emphasizes people and relationships to achieve business success. Discover her strategies for high retention rates and a thriving company culture.
June 3, 2024
Learn about Mark Wegrzyn’s journey in the accounting and consulting field at Optima.
April 24, 2024
Learn about Emily McKenna’s journey in the accounting and consulting field at Optima.
September 1, 2023
Meet Scott Bullock, a Human Resources Manager with over 12 years of experience in the field.
April 13, 2023
Amy’s position at Optima Office is Controller, and she has worked here since September of 2022. While attending college Amy worked in the accounting field as an Assistant Controller.
March 28, 2023
John O’Dea is a Controller at Optima Office. He attained his Bachelor of Arts degree in Economics from the University of California, Los Angeles and has his CPA certification.
March 6, 2023
Optima’s Robbie Wentzell exemplifies dedication and versatility, balancing multiple roles while making a meaningful impact on clients and colleagues.
December 9, 2022
I have been with Optima since the end of February as a senior bookkeeper.
October 14, 2022
Alfred has been working as a staff accountant at optima for 9 months.
October 14, 2022
Karen is a native of Colorado and continues to live and work there. She has a bachelor’s degree from the University of Colorado and enjoyed spending her college years in Boulder, CO.
October 14, 2022
Cesar’s role at Optima is being a Staff Accountant and working alongside Matt Redden with A/R collections. He has worked at Optima for 10 months.
October 12, 2022
Tracey’s role at Optima Office is a Senior Accounting Manager, she has been with Optima for 3 ½ years.
November 23, 2021
November Team Spotlight: Meet Michael DiGrado
June 22, 2021
June Team Spotlight: Meet Jessica Groos
June 22, 2021
June Team Spotlight: Meet Accacia Mvouama
May 27, 2021
Want to know more about our compnay team members? Get to know our May Team Spotlight: Meet Jilian Dimitt.
May 27, 2021
Want to know more about our compnay team members? Get to know our May Team Spotlight: Meet Karen Sheperd
March 22, 2021
Greg Decker earned his MBA from Harvard University before embarking on an expansive career. He currently works as a consulting CFO at Optima Office; learn more.
February 22, 2021
Maribel started working at Optima Office in February 2019 as a Consulting Controller. She has clients in various industries; learn more about her.
January 19, 2021
Dana joined Optima in early January of 2020 as a Controller and was recently promoted to Director of Accounting. Get to know her; read more.
June 23, 2020
Meet Shannon Hall, Optima Office Senior Accounting Manager
February 26, 2020
February Team Spotlight: Meet Andy Bramer
December 17, 2019
December Team Spotlight: Meet Jeanelle Miller
November 20, 2019
November Team Spotlight: Meet Alissa Kellogg
October 18, 2019
Ashley was born and raised in San Diego, CA and can be found spending most of her time outdoors with her husband and two awesome children as they like to keep an
September 23, 2019
Anne Nolie was born and raised in Cleveland, Ohio, and spent most of her summers traveling to Colorado with her family. When the time came to go to college, she attended Colorado
February 25, 2019
Meet Mike Bergthold, Optima Office’s CFO & Partner, and discover his journey and contributions to the firm’s innovative accounting services.
January 25, 2019
Introducing Sarah Walker, our dedicated Office Manager at Optima Office, who brings over 20 years of customer service experience and excels in enhancing client and staff service.
December 9, 2025
In her recent appearance on Cameron Herold’s “Second in Command” podcast, Optima Office CEO Jennifer Barnes revealed the one financial blind spot that’s costing CEOs millions—and most don’t even know they have
August 14, 2025
Optima Office has been recognized as #3,716 fastest-growing private companies in the U.S. on the 2025 Inc. 5000 list. This marks our third consecutive year on the list, with a 102% revenue
July 16, 2025
SAN DIEGO, CA – May 2025 — We’re proud to announce that our Founder and CEO, Jennifer Barnes, has been named a finalist for the San Diego Business Journal’s 2025 CEO of
July 16, 2025
What drives a company culture where people genuinely love where they work—and clients feel the difference? On a recent episode of the Anchoring Hope podcast, Optima Office CEO Jennifer Barnes shared the
July 4, 2025
San Diego, CA June 17, 2025–Optima Office, Inc. is proud to announce it has been named to Inc.’s 2025 Best Workplaces list, honoring companies that have built exceptional workplaces and vibrant cultures
April 2, 2025
Optima Office ranks #82 on Inc. Regionals Pacific 2025, celebrating 102% growth and strong partnerships.
January 13, 2025
Jennifer Barnes, CEO of Optima Office, honored as a finalist for SDBJ Business Women of the Year for her leadership and contributions to San Diego’s business community.
December 20, 2024
Optima Office wins 16th spot in 2024 Top Workplaces survey, celebrating employee satisfaction and strong leadership in San Diego.
December 16, 2024
Optima Office was named #4 Best Place to Work in SoCal for Medium-Sized Businesses, highlighting their commitment to a supportive and empowering workplace.
November 21, 2024
Jennifer Barnes, CEO of Optima Office, shares her journey from a hostile takeover to building a thriving company on Coffee with Closers.
November 15, 2024
Jennifer Barnes is a finalist for Finance Pioneer at San Diego Magazine’s 2024 Celebrating Women Awards, honoring her contributions to the finance industry
November 12, 2024
Optima Office is recognized as the 20th fastest-growing medium-sized company in San Diego by the San Diego Business Journal.
October 24, 2024
Optima Office and CEO Jennifer Barnes are finalists for the 2024 Social Impact Awards, recognizing their commitment to societal equity and sustainability.
August 23, 2024
Inc. revealed today that Optima Office ranks No.3139 on the 2024 Inc. 5000, its annual list of fastest-growing private companies in America.
November 15, 2023
Optima’s CEO, Jennifer Barnes, has been recognized as one of the Most Influential People in San Diego’s Professional Services category by the San Diego Business Journal. Discover her achievements and impact on
November 7, 2023
Optima Office advocates for a family-friendly workplace by allowing employees to bring their infants to work, boosting staff retention.
November 1, 2023
For the second consecutive year, Optima Office has been recognized as one of the fastest-growing companies in the San Diego Business Journal.
October 17, 2023
At Optima Office, we are delighted to share that we have been recognized by the San Diego Business Journal as one of the Best Places to Work in 2023!
October 13, 2023
Celebrate National HR Professionals Day with Optima! Our dedicated HR team is your trusted partner for HR services, from compliance to recruitment and everything in between.
August 18, 2023
Inc. revealed today that Optima Office ranks No.2538 on the 2023 Inc. 5000, its annual list of fastest-growing private companies in America.
June 15, 2023
WomenLEAD Magazine published an article and podcast highlighting role as CEO of an outsourced Accounting and HR services business.
September 7, 2022
Watch this interview with Optima’s CEO Jennifer Barnes on SDMetro.
January 12, 2022
In the past 3 years, 224 potential customers looking for Accounting services saw that Optima Office Inc is a proud BBB Accredited Business!
April 14, 2021
Optima Office has launched a new Mentor Program, designed to create a more inclusive work environment, help retain employees + promote people from within.
December 29, 2020
Optima Office expands. As an essential business, the company knows that businesses will continue to rely on the fractional model in the coming years.
September 21, 2020
Top 40 Under 40 Award – San Diego Daily Transcript
August 3, 2020
Best Companies for Women 2020
April 23, 2020
Optima Office Case Study: Cutting Bad Clients can Increase Profits
March 23, 2020
San Diego Business Journal honors the financial executives who work behind the scenes – the chief financial officers. Through a set of well-thought-out questions to highlight the work of the individua
March 17, 2020
Jennifer Barnes, CEO & Founder Optima Office, has been named as a finalist of the 2019 Databird Female Executive of the Year Awards.
May 6, 2019
Discover how Optima Office, featured by the San Diego Chamber of Commerce, supports businesses with comprehensive accounting and HR services. Read more on the SD Chamber website.
May 6, 2019
Discover how businesses can prepare for a recession and mitigate its impact with insights from Forbes’ article by Jennifer Barnes. Stay informed and proactive.