Benefits of Working With Optima - Finance, Accounting & HR

For Finance and Accounting, Optima can help if:

You’ve recently lost a bookkeeper, accountant, controller, or CFO
Your books are not closing on time
You can’t see the true profitability of customers, projects, and products
You pay exorbitant fees to your CPA firms or auditors to resolve staff inaccuracies or because of how your books are set up
Invoices or collections are overdue
Your board needs business analytics or financial reports that you find difficult to produce
You can’t seem to get the right information to make business decisions
You are concerned about fraud or theft
You need to prepare for a business financing or other transaction, including sales, merger, or acquisition

For Human Resources Optima can help if:

You’ve recently lost your HR manager
An employee termination created a legal or PAGA issue
You need help managing remote or hybrid work schedules and situations
You are dealing with employee family leave or worker compensation issues for the first time
Your staff is spending too much time understanding and supporting ever-changing compliance and labor laws
You need help setting up an employee handbook or evaluating your benefits or compensation plan
You’re struggling to recruit or retain top talent
You’re unfamiliar with compliance laws for out-of-state employees