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.
Rebecca is a motivated and quality-driven professional with experience in managing all aspects of financial and accounting operations ranging from month-end close and GAAP financial reporting to procure-to-pay functions and financial systems. Rebecca has experience with a diverse group of industries including retail and consumer products, manufacturing and construction, renewable energy/mining and technology, pharmaceuticals and financial services. Rebecca’s combined experience as a public accountant in the assurance practice and accountant for two growing private companies has equipped her with unique perspectives – knowing how to successfully pass a first-year audit and what areas of the business to focus on and when. Additionally, Rebecca’s ability to adapt in fast-paced or rapidly changing environments is one of the many areas she embraces with optimism. She loves finding sustainable and efficient solutions that will save both money and time. With over 12 years of progressive responsibilities, Rebecca’s qualifications include audit preparation, financial analysis, policy creation, system implementations, internal controls, cash flow management, payroll support, financial reporting and footnote preparation, and technical writing and analysis. Rebecca is most proud of helping her past companies and future clients achieve meaningful financial results and visibility on time as well as supporting and mentoring staff for long-term growth and development.
Monday - Friday
8am to 5pm