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female fractional chief financial officer

Chief Financial Officers

Optima provides A+ fractional chief financial officers or part-time CFO services to oversee your accounting team without needing to hire an in-house, six-figure position. Our Chief Financial Officers are exceptional!  A CFO’s primary purpose and responsibility is to drive enterprise value. The CFO should also look to minimize risk and provide strategic advice to a company in order to help them achieve their goals.

A CFO is responsible for providing strategic, forward looking advice to your business and creating important financial controls.  Those controls should include the effective management of cash flow and overhead expenses, establishing credit policies for customers and working with major vendors to achieve more favorable payment terms.  A CFO ensures you have procedures for measuring and evaluating the proper key performance indicators that are going to drive a business forward.


  • Implements/supervises Internal Controls
  • Handles projects with major financial impact
  • Cultivates relationships with outside financing sources
  • Drives major strategic objectives
  • Serves as a key advisor to company management
  • Financial analysis of the financial statements


Part Time CFO Services


With locations in San Diego, Orange County and San Francisco, Optima provides comprehensive fractional chief financial officer and part time CFO services throughout all of California.


Q: How does a CFO contribute to financial controls and risk management?
A: CFOs play a vital role in establishing and maintaining effective financial controls to ensure the accuracy and integrity of financial information, mitigate risks, and prevent fraud. CFOs also develop and monitor credit policies, negotiate payment terms with vendors, and establish processes for measuring and evaluating key performance indicators (KPIs) that drive the business forward.

Q: Can a fractional CFO assist with strategic planning and business growth?
A: Fractional CFOs can contribute to strategic planning, financial forecasting, capital allocation decisions, mergers and acquisitions, and evaluating investment opportunities. They bring a financial perspective to the decision-making process, ensuring that the company's financial resources are utilized effectively to achieve its objectives.

Q: How can Optima's fractional CFO services benefit my business?
A: Gain access to experienced professionals who can provide strategic financial guidance, establish financial controls, optimize cash flow management, build strong vendor relationships, and analyze financial statements. With a fractional CFO, you can enhance your financial decision-making, improve risk management, and drive your company's growth while optimizing costs.

Q: How can I learn more about Optima's fractional CFO services?
A: Contact our team today! We will be happy to provide more information, answer your questions, and discuss your specific requirements. Our goal is to help you maximize your financial potential and achieve your business objectives with the expertise of our exceptional CFOs.