team providing accounting professional services to san diego business

Professional Services

We Understand What it Means to Serve Other Businesses

Professional services is the most diverse and competitive industry sector to build a business in. It includes occupations requiring special training in the arts or sciences. Professional services businesses span a wide variety of specific skills such as architects, accountants, engineers, doctors and lawyers. Other professional services involve providing specialized business support such as tax advice, marketing support, IT services or management advice.

Being a professional service company ourselves, Optima Office understands the challenges and opportunities you face. Optima brings experience to all levels of finance, accounting, and HR as well as fractional controllers and CFOs. Our outsourced experts, with years of experience in your field, will allow you to do what you do best – develop new business and lead your organization.

Financial Strategy & Accounting Support

Our outsourced accountants can serve as a wonderful tool in relieving you of back office accounting duties and get you back in the front office with your clients and patients. These accounting professionals will guide you on how to fill the gaps on your team or be your entire accounting department.

Accounting professional services include:

  • Controllers, Accounting Managers, Staff Accountants, Senior Bookkeepers
  • Tax Deferral Transactions
  • Analysis of Cash Receipts of Tenants Accounts Receivable
  • Monthly/Quarterly Accruals
  • Bank Financing Assistance
  • Financial Statements Preparation
  • Payroll Tax Compliance
  • Forensic Accounting
  • Monthly Financial Reports
  • Budgets and Financial Plans
  • Industry Specific Reports and Analysis
  • Cash Management
  • Bank Financing Assistance
  • New Practice Advisory & Incorporation

Financial Planning & Fractional CFOs

There will come a time when your gross revenue will exceed the qualifications of an in-house accountant or controller. Instead of hiring someone full-time, a fractional CFO is the perfect addition to your team, guiding you on compliance, quality control, business planning, and process changes.

Fractional CFO services include:

  • Financial Projections, Forecasts, & Budgets
  • Implementing Growth Strategies
  • Cash Flow Analysis
  • Credit Management
  • Succession Planning
HR Professionals to Help Grow Your Professional Services Business

Business strategies and Human Resource management are intertwined which makes an Optima Outsourced HR team an invaluable part of your company’s needs. Don’t let your organization’s lack of resources hold you back from hiring the best employees or put your business at risk because you didn’t follow proper employment guidelines or laws.

Optima’s highly trained HR Leaders can help your business with:

  • Resource planning
  • Training and development
  • Compliance guidelines
  • Employee handbooks
  • Compensation packages
  • Benefit plans
  • Remote work
  • Return to work policies
  • and more.

Optima can provide you with the following professionals

Without a knowledgeable HR team, you are putting your business at risk for litigation and loss of key employees. We can help you. Give us a call.

Customer service is your number one priority

Serving your customers means you need to have the right experts on your team. Optima Office has the accounting and HR experts you need to grow your business – let us take it from here.

With locations in San Diego, Orange County and San Francisco, Optima offers fractional HR, CFO, and accounting professional services throughout all of California.