Fractional Chief Financial Officer Services

As businesses grow, their financial complexities increase, often surpassing the capabilities of basic accounting or internal financial management. For small and medium-sized enterprises (SMEs) with revenues between $1 million and $10 million, this can signal the need for a Chief Financial Officer (CFO). A CFO brings strategic financial oversight, helping manage growth, optimize cash flow, and prepare for fundraising or investor relations. However, many SMEs may not require a full-time CFO and can benefit from the cost-effective, flexible solution of hiring a fractional CFO.

young female business professional who is considering fractional coo and cfo services from Optima Office
  • At Optima Office, we believe in the power of strategic financial leadership.

  • Our experienced fractional Chief Financial Officers (CFOs) offer comprehensive oversight of your accounting team, eliminating the need for a full-time, in-house CFO and the associated high costs.

  • With a blend of experience and dedication, our fractional CFOs are primed to enhance your business value.

 

Key Responsibilities & Services of Our Fractional CFOs

  • Implementing and supervising internal controls.
  • Managing projects with significant financial implications.
  • Cultivating relationships with external financing sources.
  • Steering major strategic objectives.
  • Serving as a crucial advisor to company management.
  • Analyzing financial statements for actionable insights.

 

Why Optima's Fractional CFO Services?

Our fractional CFOs not only focus on driving enterprise value but are also adept at minimizing risks. Their expertise extends to providing forward-thinking strategies and helping your company reach its goals. They ensure:

  • Effective management of cash flow and overhead expenses.
  • Establishment of credit policies for customers.
  • Negotiate favorable payment terms with key vendors.
  • Continuous evaluation and tracking of key performance indicators (KPIs) propelling your business forward.

How We Help You

Here's our simple process to get started with our Fractional CFO Services:

  • Schedule a Consultation: We'll discuss your financial challenges and goals. 
  • Customized Financial Strategy: Your CFO will craft and implement a plan based on your specific needs.
  • Ongoing Financial Leadership: Receive ongoing financial oversight, reporting, and strategic advice. 

Contact Us Today
Steve Mariucci, ISLE

ISLE has worked with Optima’s accounting team for over a decade. We consider Optima more than a solid vendor; they are a trusted partner. 

We have leaned heavily on Optima for a wide variety of needs, including entry-level accounting projects, full-service general ledger management, and Fractional CFO talent. 

The team always ensures a clear understanding of our specific needs for every project/hire to ensure they place the perfect staff member to meet our accounting/finance objectives. I strongly recommend Optima to anyone in need of contract accounting and financial support.


 

 

Steve Mariucci


Meet Your Next Fractional CFO

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Ute Pelzer

Consulting CFO

Ute is a senior finance executive with both hands-on and management expertise in all aspects of finance and accounting. Her over thirty years of broad experience in diverse industries reflects strong aptitude to quickly assimilate industry nuances. She is a proven leader in managing finance and operations to maximize profit margins, control costs and improve cash flow. She is adept at leading companies through periods of dramatic change including rapid growth, multiple ownership changes, Chapter 11 restructuring and downsizing.

Ute’s areas of practice include financial reporting and analysis, treasury and cash flow management, strategic planning & implementation, improving profit margins, controlling costs, process improvement, forecasts and budgets, building strong accounting teams, tax and audit compliance, software implementation, due diligence and acquisitions. She has worked for companies across multiple industry lines. These include a sports nutrition wholesaler, apparel wholesaler and licensor, long distance telecommunications, long term care pharmacies, home health care services, hospitality services and manufacturer of remote underwater propulsion systems. She has a Bachelor of Science degree from Colorado State University and 9 credit hours towards an MBA – Accounting from the University of Colorado, Denver. Ute is a former Certified Public Accountant.

We believe that behind every successful
business is an “Optimal” Accounting, HR, and Operations team.

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