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Building A Better Business With Outsourcing


By Jennifer Barnes, CEO & Founder

As business evolves, we’re discovering more ways to enhance efficiencies and gain economies of scale across all industries and companies, large and small. Effective leaders and business owners are quick to adopt proven tactics like outsourcing key roles. Doing so saves time and money by streamlining key areas of the company, which directly impacts profitability and growth.

What Is Outsourcing?

Outsourcing in general is the hiring of services or goods from a third-party supplier. Typically, these outsourced positions will fall into one of the following three categories:

  • Highly Skilled & Executive Positions: The salaries and benefits of executive positions, such as a CFO, CIO, CMO or other high-level role, can take up a substantial portion of a company's budget. Many businesses are finding that outsourced executives, either full time or fractional, brings fresh and often superior expertise to the table at a fraction of the cost.
  • Specialized Knowledge: Roles that require specialized knowledge can be outsourced because their services aren't necessarily needed full-time. Outsourcing roles, such as accounting and IT can save your business a great deal of money and office space.
  • Highly Repetitive Tasks: Repetitive tasks are often outsourced because they’re often one of the top contributing factors to inefficiency in the workplace. The reason being that repetitive tasks consume a great deal of time and usually only assist in company stability, not company growth.

Some Of The Most Commonly Outsourced Jobs

  • Manufacturing: Manufacturing is often outsourced overseas because it’s almost always cheaper than manufacturing in the States (depending on variables like quantity, tariffs, etc.).
  • Web Design: Website design and development is a specialized skill that if conducted in-house would become a full-time job, of which there isn’t a consistent need.
  • Call Centers/Customer Support: If interacting with customers isn't considered a major element of your business, outsourcing customer support can increase efficiency by freeing up staff for more important assignments.
  • Data Entry: Data entry is one of those repetitive and tedious tasks that could be performed at a higher rate of efficiency if conducted by a third party or automated system.
  • Accounting: Accounting is another specialized job that doesn't require an individual (depending on the role) to be in-house full-time. Outsourcing accounting responsibilities is a terrific way to save money without losing quality in regard to performance.

Outsourced Accounting

Outsourced accounting is a third-party service that gives you all the accounting amenities you enjoy with a full-time in-house account, at a fraction of the cost. Optima Office, Inc is an accounting services firm designed to service the accounting and HR needs of types of businesses by fulfilling essential accounting roles, such as:


If you have an existing accounting team, but no CFO to oversee the department, Optima provides top tier Chief Financial Officers (CFOs). Their singular focus is helping your business achieve its objectives by minimizing financial risks and providing strategic advice regarding ways to increase your bottom line.


  • Responsibilities & Duties


      • Implementing and supervising company controls
      • Handling assignments with major financial impacts
      • Building relationships with external financing services
      • Driving major strategic financial objectives
      • Serving as a key financial advisor to company management
      • Providing financial analysis of company statements and documents


Optima focuses on hiring the best of the best for your business, and our controllers are just that. Their objective is to oversee your business's accounting team to ensure financial stability and success. They are responsible for your companies' financial statements, and predicting potential losses and gains, budgeting, and other financial assignments.


  • Responsibilities & Duties


      • Managing staff accountants and accounting managers
      • Facilitating/submitting company payroll
      • Overseeing/creating journal entries
      • Preparing or overseeing the creation of financial statements
      • Inputting data information into accounting systems


Accounting managers are responsible for overseeing your accounting team, under the direction of your CFO or controller. Optima accounting managers have extensive experience in accounting and are missioned to help make your accounting team perform at a higher rate of efficiency.


  • Responsibilities & Duties


      • Creating an end of the month close processes and checklist
      • Collecting sales tax from customers and sending them to the government
      • Preparing financial statements
      • Conducting reconciliation of accounts to ensure accuracy
      • Preparing balance sheet schedules


  • Staff Accountants – Staff accountants from Optima work to get your business's daily accounting tasks completed in a timely manner, and report to your company's higher-ups, to take on any other assignments that need completing. Their duties include invoicing, data entry accounts receivable and accounts payable, reconciliations, and administrative tasks.


  • Responsibilities & Duties


      • Filing and pulling client documents for staff
      • Data entry on QuickBooks, Excel, or any other systems you may utilize
      • Running AP/AR, and payroll
      • Administrative work


Optima has highly qualified senior bookkeepers, that go beyond their listed duties to assist in remedying invoice payment issues, posting transactions to general ledgers, and conducting end of month reconciliation processing. If needed they can also assist in bank duties, payroll processing, and collecting sales tax from customers.


  • Responsibilities & Duties


      • Bank and credit card reconciliations
      • Payroll processing
      • Clerical and administrative support
      • AP/AR
      • Maintaining accounting filing system organization
      • Ensuring the prompt collection of receivables


Optima's knowledgeable HR managers work to ensure that your company is compliant with all state and federal regulations, while simultaneously implementing proven incentive programs to increase employee morale and efficiency.


Optima has a team of experienced accounting professionals with expertise in every industry and both for-profit and not-for-profit organizations. Optima services companies that  range in size, from start-ups to $50+ million in annual revenue. If you’re a San Diego or Arizona-based business looking to grow with outsourced accounting, contact Optima Office today. Wherever you’re situated nationwide, we provide a seamless remote service. We’re here to help and genuinely care about your success.


DISCLAIMER – Due to the daily changing environment and guidelines being provided by the government, this information could be outdated. Please contact our office for the latest updates and guidelines. Optima Office is not responsible for any actions taken due to the information provided. The information provided here is for instructional purposes and does not represent legal advice being given by Optima Office.



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