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Outsourced Financial Controller Services

Optima has some of the best Controllers available in the market. We take careful consideration to hire only the best. Our Superstar Controllers will lead and oversee your accounting team to ensure your company’s financial stability and future success. The outsourced financial controller is responsible for a company’s financial statements, forecasting, budgeting and various special projects. They manage the team below them and ensure everyone accomplishes their respective tasks. This position is not only responsible for a company’s past and present financial situation, but they are an integral part of a company’s financial future success. Ideally every company has a Controller on the team, even if just for a few hours a month.


  • Manages Bookkeepers or Staff Accountants and Accounting Managers
  • Oversees and/or submits payroll
  • Creates and reviews journal entries
  • Prepares financial statements if Accounting Manager is unable
  • Implements basic financial and accounting systems
  • Coordinating with external CPA’s on tax returns, compilations or audits
  • Implements policies and procedures. Streamlines where necessary
  • Creates and provide to management financial reports, budgets, forecasts
  • Provides cash flow forecasts and assists with cash management