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Optima Outsourced Accounting and Bookkeeping Services

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 whom 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.

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.

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