Member Spotlight: Optima Office

Optima Office has a team of accounting specialists, from strategic CFOs to bookkeepers and every accounting role in between. Optima also has a team of HR professionals who are ready to help your business stay compliant. Our services range from doing the daily transactional accounting work, such as accounts payable and receivable, doing bank and credit card reconciliations, to accounting manager work performing tasks such as balance sheet reconciliations and month-end close. Our Controllers spend time creating financials and analytics which drive profitability and ensure that companies have a 13-week cash flow forecast, budget to actual reporting and that the overall accounting department is efficient. At the CFO level, our role is to provide high-level strategic advice and forward-looking direction. We ensure our clients have the day to day accounting handled but focus our efforts on the value-added activities which help our clients grow and thrive.

Companies choose Optima because of how personalized the services are. We take careful consideration with every single new customer to identify a team who not only fits from an industry, software and technical standpoint, but we also take the time to fit the culture and personality of the organization.

We strive ourselves on ensuring our clients have peace of mind, accurate and timely financial statements and are as efficient as possible. Our approach is not a one size fits all and we truly believe that every company is unique.

Each team member from Optima works on an as-needed basis, and are generally onsite, although remote work is also an option. We make sure that everyone on the team is doing exactly what they are good at. You never want a CFO doing bookkeeping work on an ongoing basis and you certainly don’t want your Staff Accountant or Bookkeeper trying to do cash flow forecasting or providing high-level analytics. At Optima we strive to ensure our clients are better off by outsourcing their accounting to us year after year.

Jennifer Barnes, CEO
Optima Office
5120 Shoreham Place, Suite 280, San Diego, CA 92122,