Growing a business requires smart financial decisions. Our outsourced financial controller services and part-time controllers provide the expertise to enhance cash flow management, streamline reports, and optimize tax planning—giving you the financial leadership to drive growth.
Expert Financial Leadership
● Oversee and mentor your accounting team
● Implement robust financial systems and controls
● Coordinate with external CPAs for tax and audit support
● Streamline policies and procedures.
Strategic Financial Management
● Prepare and analyze financial statements
● Develop budgets and forecasts
● Manage cash flow planning
● Provide actionable financial financial insights.
Operational Excellence
● Create and review journal entries
● Oversee payroll processes
● Implement effective accounting systems
● Design financial reports for management.
"At Optima, we've heard these concerns across every industry - from manufacturing to technology, healthcare to professional services, non-profits to construction. Our Controllers bring deep experience from these diverse backgrounds, having solved these exact challenges for businesses like yours. "
Watch the video to understand more.
Q: Can an outsourced financial controller work with my existing accounting team?
A: Absolutely. Our Controllers excel at leading and mentoring your current team while ensuring everyone operates in alignment with your company's financial goals.
Q: How often will the controller be involved with my company?
A: We customize our involvement based on your needs – from ongoing support to project-based work. Whether you need a few hours monthly or more extensive involvement, we'll create a plan that fits your business.
Q: Will the controller help with long-term financial planning?
A: Yes. Our Controllers are strategic partners in your company's future success. They provide forward-looking insights through cash flow forecasts, budgeting, and strategic planning to support your growth objectives.
Q: How does Optima ensure the confidentiality of my financial information?
A: Your security is our priority. We maintain robust security measures and strict confidentiality protocols to protect your sensitive financial information.
Q: How do I get started?
A: Getting started is simple. Contact us to schedule a consultation where we'll discuss your needs and match you with the ideal Controller for your business.
Anneka is an accomplished accounting professional with over 20 years of diverse experience in nonprofit, corporate and legal sectors. She is passionate about driving organizational growth through fiscal stewardship and operational efficiencies. Anneka’s strengths include expertise with various software systems and an ability to quickly adapt to new platforms.
As a self-starter and team player, she enjoys dynamic environments that promote analytical thinking and collaborative problem-solving. Throughout her career her responsibilities have included, but are not limited to budget management, forecasting, audit preparation, financial analysis, internal controls, cash flow management, and financial reporting.
Anneka possesses an AAS in Accounting from Lake Washington Technical College, in Washington state.
Monday - Friday
8am to 5pm