The Benefits of Working with Optima Office

We provide seamless support in finance, accounting, and human resources so you can focus on your core expertise and objectives.

For Finance and Accounting, Optima can help if:


  • You’ve recently lost a bookkeeper, accountant, controller, or CFO
  • Your books are not closing on time
  • You can’t see the true profitability of customers, projects, and products
  • You pay exorbitant fees to your CPA firms or auditors to resolve staff inaccuracies or because of how your books are set up 
  • Invoices or collections are overdue
  • Your board needs business analytics or financial reports that you find difficult to produce
  • You can’t seem to get the right information to make business decisions
  • You are concerned about fraud or theft
  • You need to prepare for a business financing or other transaction, including sales, merger, or acquisition

For Human Resources Optima can help if:


  • You’ve recently lost your HR manager
  • An employee termination created a legal or PAGA issue
  • You need help managing remote or hybrid work schedules and situations
  • You are dealing with employee family leave or worker compensation issues for the first time
  • Your staff is spending too much time understanding and supporting ever-changing compliance and labor laws
  • You need help setting up an employee handbook or evaluating your benefits or compensation plan
  • You’re struggling to recruit or retain top talent
  • You’re unfamiliar with compliance laws for out-of-state employees 
The Benefits of Working with Optima

Team Approach

Our fractional approach allows us to deliver an entire team with the right skills for the same investment you might spend on a single dedicated staff member. Our collaborative approach helps each staff member excel in their area of expertise to ensure efficiency and low invoice costs.


Personalized / Customized Solutions

Right person, right experience, right chemistry. We believe in providing staff with:

  1.  The right level of experience and technical skills, AND
  2. The right personality and culture fit.

Competency, Diversity, and Tenure

We recruit “A” players who know how to meld into our clients’ culture and workforce. Our culture supports diversity, work-life balance, and continual improvement. As a result, our turnover is the lowest in our industry, so you can rest assured your Optima team will be ready and in-place as long as you need them.


Scalable Solutions

Our bench is deep, whether at the support, managerial, or executive level. As your needs change, you can easily scale-up or scale-down the level of staff and expertise required over time.