Optima Team Spotlight: Robbie Wentzell
At Optima, we recognize the hard work and dedication of our team members, and Robbie is a testament...
Optima Team Spotlight: Robbie Wentzell
A 2-Hour Free Consultation for Your Business Get Back On Course
Managing business finances can be complex, and a clear understanding is essential for growth and...
How 'Flextirement' Benefits Businesses and Senior Employees
In the article “‘Flextirement’ Suits Businesses … and Senior Staff,” Brad Graves explores how...
Optima's HR Assessment
When it comes to managing human resources, many businesses find themselves wondering, "Are we doing...
How Optima Boosted Profitability for a Marketing Agency
Managing finances in a growing agency can get tricky—especially when you’re juggling multiple...
How Optima Helped a Nonprofit Achieve Their Best Audit
Running a nonprofit is no small feat—especially when your team is wearing multiple hats. One of our...
Discover How Optima Helped a Construction Company Boost Profits by 20%
In the construction industry, even profitable projects can’t always save the bottom line if the...
The Role of Bookkeepers, Controllers, and CFOs: Why You Need More than Just a Bookkeeper
As a business owner, you've probably heard countless times that you "need a bookkeeper," or that...
Optima Team Spotlight: Regina Hulten
At Optima, we take pride in our talented professionals, and Regina is a shining example of what it...
Why Hiring Just a Bookkeeper Could Be Your Most Expensive Mistake
Thinking a bookkeeper is all you need to manage your finances? Think again. Hiring only a...
3 Reasons Every Small Business Needs a CFO
Running a small business is exciting, but let’s be honest—it can also feel a bit overwhelming. One...
Optima's CEO Named Finalist for Business Women of the Year
Have you ever wondered what it takes to stand out as a leader in the San Diego business community?...
