Schedule a Consultation



Monday—Friday: 9:00AM–5:00PM

room full of office professionals providing outsourced accounting solutions from Optima Office

Optima Office: Outsourced Accounting Solutions

Optima Office has a team of amazing accounting professionals who can step in at a moment’s notice. Optima’s strategic accounting outsource solutions allow our clients to have peace of mind knowing everything in their accounting department is being handled by seasoned professionals.

Our Approach:

  • Personalized Evaluation: We start by determining the gap between what you currently get from your reporting and accounting department and what you truly need or desire
  • Tailored Teams: Depending on your needs, we curate a team of specialists, from bookkeepers and staff accountants to CFOs. This ensures that tasks align with areas of expertise for optimal efficiency.
  • Industry-specific Expertise: Our team is adept in diverse sectors, ensuring expertise aligns with your industry.
    Flexible Operation: Optima's team can work onsite, remotely, or in a hybrid model, adapting to your preferences and necessities.


Why Optima?

Efficiency Focus: We understand the importance of placing the right task with the right professional. A CFO's talents shouldn't be wasted on routine bookkeeping, just as high-level reporting shouldn't be a task for a junior accountant.

Nationwide Service with Local Expertise: While headquartered in San Diego, Optima proudly serves clients across the nation.


Q: How is Optima different in its approach to outsourced accounting?
A: Optima believes in a customized, client-centric approach. We assemble a team precisely suited to your company's needs, ensuring you benefit from the expertise most relevant to your industry and tech environment.

Q: Does Optima provide both onsite and remote services? 
A: Absolutely! We value flexibility. While our team is primarily based in San Diego and Southern California, we can arrange onsite support and are fully equipped to offer remote services.

Q: How does Optima maintain financial integrity and compliance? 
A: We prioritize a robust policy and procedural framework, ensuring adherence to best practices and current regulatory standards.

Q: I'm interested! How do I start with Optima? 
A: We're eager to assist! Reach out to us via our contact form or email us at

Q: Does Optima offer tax or audit services? 
A: While we don't directly provide these services, we excel in preparing for them. Collaborating with your CPA or audit firm, we ensure they receive meticulous and organized financial records, aiding in strategy development and compliance.

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, and forecasting
  • Budget planning and management
  • Financial Controls, including segregation of duties and policy & procedure framework
  • Accounting & ERP Solutions – assisting in converting to new accounting software, including ERP systems
  • Business Systems Assessments & Implementations

Accounting Roles We Can Fulfill: