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office staff - Outsourced Accounting Solutions

Outsourced Accounting Solutions

Optima Office has a team of amazing Accounting Specialists who are ready to jump right in. Optima’s strategic accounting outsource solutions allow our clients to have peace of mind knowing that everything in their accounting department is being handled by seasoned professionals.

The way that we approach a new client is by first determining their needs and what they want out of their reporting and accounting department versus what they are currently receiving. We then create a personalized team of specialists, from the Bookkeeping or Staff Accountant Role all the way to the CFO position. We take careful consideration in selecting the right combination of team members who have expertise in our client’s various industries and who are familiar with the software at the organization. Our approach is not a one-size-fits-all and we believe that every company is unique.

Accounting Professional Services San Diego


Each team member from Optima works on an as-needed-schedule at each of their client’s location, executing the role that makes the most sense for them. You never want a CFO doing bookkeeping work on an ongoing basis and you certainly don’t want your Staff Accountant or Bookkeeper trying to do cash flow forecasting or providing high-level analytics. Our team can be onsite or work remotely whenever necessary. At Optima we strive to ensure our outsourced accounting and bookkeeping services put our clients in a better place, year after year.

With locations in San Diego, Orange County and San Francisco, Optima provides comprehensive outsourced accounting professional services throughout all of California.


Q: What is Optima's approach to providing outsourced accounting solutions?
A: Optima takes a personalized approach to accounting professional services. We create a customized team of specialists, ranging from bookkeepers and staff accountants to CFOs. We carefully select team members with expertise in our clients' industries and familiarity with their software. By matching the right specialists to each role, we ensure that our clients receive the optimal accounting team that can effectively handle their unique needs.

Q: Can Optima's accounting team work on-site or remotely?
A: Yes, we understand that flexibility is essential, and we strive to accommodate the working arrangements that best suit our clients. Our goal is to provide efficient and effective accounting services, whether it's through on-site support or remote assistance.

Q: How does Optima ensure financial controls and policy compliance?
A: Optima prioritizes financial controls by establishing a policy and procedure framework to maintain strong internal controls. By adhering to industry best practices and staying updated on regulatory requirements, we help ensure that our clients' financial processes are in line with governance standards.

Q: How can I get started with Optima's outsourced accounting solutions?
A: If you have any questions, send a message to our team. You can reach out to us by our contact form or by sending us an email. Our dedicated team will be happy to assist you and provide further information on how we can support your accounting needs. 

Outsourced Accounting Services Offered

  • Provide an optimal accounting team at each level
  • Deliver personalized reporting to add financial transparency
  • Determine the right Key Performance Indicators
  • Formulate financial and analytical reports
  • Coordination with administrative team, board members, general counsel, auditors, bankers & investors
  • General & Technical Accounting Support
  • Financial reporting and statement preparation
  • Cash Flow planning, management & forecasting
  • Financial Controls including segregation of duties and policy & procedure framework
  • Accounting & ERP Solutions – We can assist in converting to new accounting software, including ERP systems
  • Business Systems Assessments & Implementations