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Accounting, HR, and Recruiting – All Simplified.

Articles

January 16, 2023

10 Hurdles New Entrepreneurs Often Struggle To Overcome (And How to Tackle Them)
January 16, 2023

10 Hurdles New Entrepreneurs Often Struggle To Overcome (And How to Tackle Them)

Entrepreneurship is a journey filled with obstacles that every hopeful business owner must defeat if …
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December 29, 2022

December Client Spotlight: Children’s Paradise
December 29, 2022

December Client Spotlight: Children’s Paradise

Children’s Paradise Inc. is a state-of-the-art early learning company, providing “Family Care” to thousands of …
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December 29, 2022

December Team Spotlight: Meet Michael DiGrado
December 29, 2022

December Team Spotlight: Meet Michael DiGrado

After graduating from Regis University in Denver Co, I had several roles within accounting and …
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December 19, 2022

Accounting Planning for 2023
December 19, 2022

Accounting Planning for 2023

Many business owners are wondering what 2023 will bring. Accounting planning is integral in preparing …
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December 9, 2022

December Team Spotlight: Meet Deirdre Oshea
December 9, 2022

December Team Spotlight: Meet Deirdre Oshea

I have been with Optima since the end of February as a senior bookkeeper. …
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December 9, 2022

HR 2023 Checklist & Guidelines
December 9, 2022

HR 2023 Checklist & Guidelines

Hi California Employers. Here’s a short checklist to make sure you are aware of the …
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November 14, 2022

2022 Year-End Accounting Checklist
November 14, 2022

2022 Year-End Accounting Checklist

To ensure no surprises or hiccups in preparing for tax season and closing your books, …
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November 11, 2022

November 2022 Team Spotlight: Meet Alissa Kellogg
November 11, 2022

November 2022 Team Spotlight: Meet Alissa Kellogg

Alissa’s role with Optima Office is Assistant Controller and she has been with Optima for …
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October 25, 2022

Optima’s Jennifer Barnes Featured on the Conscious Curiosity SD Podcast – Overcoming Adversity
October 25, 2022

Optima’s Jennifer Barnes Featured on the Conscious Curiosity SD Podcast – Overcoming Adversity

In Jennifer’s straight forward style, she provides any leader who desires to build a successful …
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October 14, 2022

October Team Spotlight: Meet Alfred Yang
October 14, 2022

October Team Spotlight: Meet Alfred Yang

Alfred has been working as a staff accountant at optima for 9 months. …
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October 14, 2022

September Team Spotlight: Meet Karen Alexander
October 14, 2022

September Team Spotlight: Meet Karen Alexander

Karen is a native of Colorado and continues to live and work there. She has …
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October 14, 2022

September Team Spotlight: Meet Cesar Monreal
October 14, 2022

September Team Spotlight: Meet Cesar Monreal

Cesar’s role at Optima is being a Staff Accountant and working alongside Matt Redden with …
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October 12, 2022

September Team Spotlight: Meet Tracey Pruitt
October 12, 2022

September Team Spotlight: Meet Tracey Pruitt

Tracey’s role at Optima Office is a Senior Accounting Manager, she has been with Optima …
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September 7, 2022

Optima’s Jennifer Barnes Featured on SD Metro Business Rock Stars
September 7, 2022

Optima’s Jennifer Barnes Featured on SD Metro Business Rock Stars

Watch this interview with Optima’s CEO Jennifer Barnes on SDMetro. …
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July 20, 2022

August Team Spotlight: Meet Ashley Jajtner
July 20, 2022

August Team Spotlight: Meet Ashley Jajtner

Ashley Jajtner is the Consulting Director of Accounting at Optima Office. Learn more about her …
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May 23, 2022

The Cost of Inflation & Supply Chain Disruption: How, Why and What to Expect Next
May 23, 2022

The Cost of Inflation & Supply Chain Disruption: How, Why and What to Expect Next

Across the world, concerned citizens are wondering: Why are gas prices so high, supply chains …
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May 20, 2022

12 Simple Ways Leaders Can Boost Positivity In The Workplace
May 20, 2022

12 Simple Ways Leaders Can Boost Positivity In The Workplace

12 Simple Ways Leaders Can Boost Positivity In The Workplace …
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May 16, 2022

What is CalSavers?
May 16, 2022

What is CalSavers?

What is CalSavers? …
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May 6, 2022

How Accounting and HR Professionals Can Help Grow Your Business
May 6, 2022

How Accounting and HR Professionals Can Help Grow Your Business

By outsourcing, you can boost efficiency, gain specialized expertise, offer better services, and save money …
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May 6, 2022

May Team Spotlight: Meet Tammy Connors
May 6, 2022

May Team Spotlight: Meet Tammy Connors

May Team Spotlight: Meet Tammy Connors …
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May 5, 2022

May Team Spotlight: Meet Bijen Patel
May 5, 2022

May Team Spotlight: Meet Bijen Patel

May Team Spotlight: Meet Bijen Patel …
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April 5, 2022

Hidden Gems: Meet Jennifer Barnes of Optima Office
April 5, 2022

Hidden Gems: Meet Jennifer Barnes of Optima Office

Hidden Gems: Meet Jennifer Barnes of Optima Office …
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April 1, 2022

Balance Sheets 101
April 1, 2022

Balance Sheets 101

Balance Sheets 101 …
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February 28, 2022

Eight Traits To Look For Before Bringing On Any New Hire
February 28, 2022

Eight Traits To Look For Before Bringing On Any New Hire

Eight Traits To Look For Before Bringing On Any New Hire …
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January 12, 2022

9 Factors to Consider When Determining the Best Price for Your Product or Service
January 12, 2022

9 Factors to Consider When Determining the Best Price for Your Product or Service

Determining the right price for a product or service is one of the most important …
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January 12, 2022

Optima Office earns its BBB Accreditation for 3 years in a row!
January 12, 2022

Optima Office earns its BBB Accreditation for 3 years in a row!

In the past 3 years, 224 potential customers looking for Accounting services saw that Optima …
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January 10, 2022

2022 HR Checklist for CA Employers
January 10, 2022

2022 HR Checklist for CA Employers

Hello California employers! Here’s a short checklist to make sure you are aware of the …
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January 6, 2022

Jennifer Barnes: Empowering businesses to scale with exceptional success
January 6, 2022

Jennifer Barnes: Empowering businesses to scale with exceptional success

Many business leaders, especially those just starting, face several difficulties in their journey, such as …
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January 5, 2022

2022 California Exempt Employees Minimum Salary Increases
January 5, 2022

2022 California Exempt Employees Minimum Salary Increases

For workers to qualify as exempt employees, California requires that they perform exempt duties more …
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December 29, 2021

Minimum Wage Rates: Effective Jan 1, 2022
December 29, 2021

Minimum Wage Rates: Effective Jan 1, 2022

Minimum Wage Rates: Effective Jan 1, 2022 …
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December 7, 2021

Here are the best small companies to work for in San Diego County
December 7, 2021

Here are the best small companies to work for in San Diego County

Check out this recent San Diego Tribune article on the best small companies to work …
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November 29, 2021

2021 End of Year Accounting Check List
November 29, 2021

2021 End of Year Accounting Check List

2021 End of Year Accounting Check List …
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November 29, 2021

10 Creative And Effective Ways To Give Your Team Regular Performance Feedback
November 29, 2021

10 Creative And Effective Ways To Give Your Team Regular Performance Feedback

10 Creative And Effective Ways To Give Your Team Regular Performance Feedback …
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November 23, 2021

November Team Spotlight: Meet Michael DiGrado
November 23, 2021

November Team Spotlight: Meet Michael DiGrado

November Team Spotlight: Meet Michael DiGrado …
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November 18, 2021

10 Important Questions To Ask Yourself To Determine The Next Step In Your Career
November 18, 2021

10 Important Questions To Ask Yourself To Determine The Next Step In Your Career

Whether you want to change jobs, pursue a new career path, or want to find …
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November 8, 2021

Does Your Payroll Software Have the Integrations Businesses Need?
November 8, 2021

Does Your Payroll Software Have the Integrations Businesses Need?

Payroll systems should be on par with businesses’ needs and able to integrate with the …
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November 8, 2021

When (And How) To Bring On A Consultant For Your Business
November 8, 2021

When (And How) To Bring On A Consultant For Your Business

When (And How) To Bring On A Consultant For Your Business …
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November 8, 2021

Nine Ways Leaders Can Encourage Their Teams To Have An ‘Ownership Mindset’
November 8, 2021

Nine Ways Leaders Can Encourage Their Teams To Have An ‘Ownership Mindset’

Nine Ways Leaders Can Encourage Their Teams To Have An ‘Ownership Mindset’ …
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November 2, 2021

Cashflow Tips
November 2, 2021

Cashflow Tips

Cashflow Tips …
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November 2, 2021

Jennifer Barnes – SDBJ Business Women of the Year 2021 Finalist
November 2, 2021

Jennifer Barnes – SDBJ Business Women of the Year 2021 Finalist

Jennifer Barnes – SDBJ Business Women of the Year 2021 Finalist …
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November 2, 2021

Financial Checklist: Is Your Business in Order?
November 2, 2021

Financial Checklist: Is Your Business in Order?

Is your business in order? You can’t control what you can’t measure and that’s why …
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November 1, 2021

Nine Actionable Steps To Ensure Employees At All Levels Are Being Heard
November 1, 2021

Nine Actionable Steps To Ensure Employees At All Levels Are Being Heard

It’s important to ensure that every voice at your company is heard, no matter the …
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September 17, 2021

Eight Ways Business Leaders Can Retain More Employees By Helping Managers Succeed
September 17, 2021

Eight Ways Business Leaders Can Retain More Employees By Helping Managers Succeed

One way to help your managers become better leaders is to provide them with Emotional …
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September 15, 2021

What is an EOS Integrator?
September 15, 2021

What is an EOS Integrator?

A fractional EOS integrator partners with a company’s CEO to assist with leadership management and …
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August 25, 2021

How to Build an Efficient Back Office on a Startup Budget
August 25, 2021

How to Build an Efficient Back Office on a Startup Budget

While the front office makes sales and interfaces with clients, it’s the back office that …
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August 25, 2021

Meet Matt Redden, Senior Accountant at Optima Office
August 25, 2021

Meet Matt Redden, Senior Accountant at Optima Office

Meet Matt Redden, Senior Accountant at Optima Office …
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July 1, 2021

Nonprofits are Core to Optima Office’s Mission and Success
July 1, 2021

Nonprofits are Core to Optima Office’s Mission and Success

Nonprofits are Core to Optima Office’s Mission and Success …
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June 22, 2021

June Team Spotlight: Meet Jessica Groos
June 22, 2021

June Team Spotlight: Meet Jessica Groos

June Team Spotlight: Meet Jessica Groos …
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June 22, 2021

June Team Spotlight: Meet Accacia Mvouama
June 22, 2021

June Team Spotlight: Meet Accacia Mvouama

June Team Spotlight: Meet Accacia Mvouama …
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June 21, 2021

New HR Rules & Regulations
June 21, 2021

New HR Rules & Regulations

New COVID regulations, rules, and legislation through the CARES Act have caused confusion for many …
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June 21, 2021

Professionals That Can Help Support Your Business
June 21, 2021

Professionals That Can Help Support Your Business

Optima Office is here to offer a range of solutions for your business needs. …
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May 27, 2021

May Team Spotlight: Meet Jilian Dimitt
May 27, 2021

May Team Spotlight: Meet Jilian Dimitt

Want to know more about our compnay team members? Get to know our May Team …
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May 27, 2021

May Team Spotlight: Meet Karen Sheperd
May 27, 2021

May Team Spotlight: Meet Karen Sheperd

Want to know more about our compnay team members? Get to know our May Team …
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April 29, 2021

More Workplace Lessons Learned During the Pandemic – SHRM.org
April 29, 2021

More Workplace Lessons Learned During the Pandemic – SHRM.org

More Workplace Lessons Learned During the Pandemic – SHRM.org …
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April 28, 2021

2021 Enterprising Women of the Year Award Winners
April 28, 2021

2021 Enterprising Women of the Year Award Winners

Honorees, including Optima’s Jennifer Barnes, will be recognized at the 19th Annual Enterprising Women of …
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April 28, 2021

When Good Employees Do Bad Things
April 28, 2021

When Good Employees Do Bad Things

Methods to Track Employee Performance: Try to keep an ongoing note of accomplishments and errors …
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April 14, 2021

Optima Office Launches New Mentor Program for Team Members
April 14, 2021

Optima Office Launches New Mentor Program for Team Members

Optima Office has launched a new Mentor Program, designed to create a more inclusive work …
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March 22, 2021

March Team Spotlight: Meet Greg Decker
March 22, 2021

March Team Spotlight: Meet Greg Decker

Greg Decker earned his MBA from Harvard University before embarking on an expansive career. He …
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March 3, 2021

Finding Success Through the Power of Perseverance
March 3, 2021

Finding Success Through the Power of Perseverance

Jennifer Barnes has had a career with many ups and downs, with the challenges being …
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March 3, 2021

Positive Mindset Tips for Small Business
March 3, 2021

Positive Mindset Tips for Small Business

Jennifer Barnes’ response was featured in Carol Roth’s Positive Mindset Tips for Small Business; read …
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Year End Accounting Checklist
Fractional CFO Guide
Financial Gap Assessment
Human Resources Download
Recruiting One-Sheet
WVPP Guide

Case Studies

January 8, 2026

The Right Financial Partner at the Right Time
January 8, 2026

The Right Financial Partner at the Right Time

HNM Systems is a woman-owned staffing and consulting firm on a mission to positively impact …

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November 11, 2025

Building Financial Clarity for Chicano Park Museum and Cultural Center
November 11, 2025

Building Financial Clarity for Chicano Park Museum and Cultural Center

Chicano Park Museum and Cultural Center (CPMCC) is a vibrant nonprofit that celebrates Chicano, Mexican-American, …

Read More
September 16, 2025

The Smartest Thing Parley Labs Did Before Scaling
September 16, 2025

The Smartest Thing Parley Labs Did Before Scaling

Parley Labs develops secure, decentralized connectivity solutions designed for the most demanding environments. With deep …

Read More
September 16, 2025

Replacing Spreadsheets and Unlocking 85% Faster Reporting
September 16, 2025

Replacing Spreadsheets and Unlocking 85% Faster Reporting

Unified Orthopedics is a surgeon-focused orthopedic company delivering proven products, responsive clinical support, and a …

Read More
September 16, 2025

Cutting Month-End by 50% and Gaining Time to Make Better Decisions
September 16, 2025

Cutting Month-End by 50% and Gaining Time to Make Better Decisions

Approved Providers Network assists small and medium business owners across the country in managing their …

Read More
August 6, 2025

Navigating a Leadership Change & Uncovering $140K in Operational Potential
August 6, 2025

Navigating a Leadership Change & Uncovering $140K in Operational Potential

​Founded in 1925, Southwestern Yacht Club (SWYC) is one of San Diego’s oldest and most …

Read More
August 6, 2025

How Children’s Paradise Cut Prep Time by 50% and Cleared the Path to Growth
August 6, 2025

How Children’s Paradise Cut Prep Time by 50% and Cleared the Path to Growth

About Children’s Paradise Founded with the mission to provide high-quality early childhood education, Children’s Paradisehas …

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Resource Center

Explore our curated library of tools, tips, and insights designed to help you make smarter back-office decisions.

Articles

best accounting recruiters in san diego
November 20, 2025

Hire Power: Discover the Best Accounting Recruiters in San Diego
November 20, 2025

Hire Power: Discover the Best Accounting Recruiters in San Diego

Hire top talent! Discover the best accounting recruiters in San Diego for expert hiring, specialized …
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gaap for nonprofits
November 13, 2025

Navigating Nonprofit Accounting: A GAAP-tastic Journey
November 13, 2025

Navigating Nonprofit Accounting: A GAAP-tastic Journey

Master gaap for nonprofits! Learn key principles, compliance, and financial statements to build trust and …
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fractional accounting
November 6, 2025

Beyond the Books: Unpacking Fractional Accounting and Its Benefits
November 6, 2025

Beyond the Books: Unpacking Fractional Accounting and Its Benefits

Unlock growth with fractional accounting. Get expert financial strategy & save costs for your startup …
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accounting recruiters
October 30, 2025

Recruiter or Resource? What to Know About Accounting Staffing Services
October 30, 2025

Recruiter or Resource? What to Know About Accounting Staffing Services

Discover why accounting recruiters are essential. Find top talent faster or land your dream accounting …
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bookkeeping for businesses
October 23, 2025

The Business of Books: Mastering Your Company’s Financial Story
October 23, 2025

The Business of Books: Mastering Your Company’s Financial Story

Master bookkeeping for businesses. Learn methods, manage transactions, ensure CRA compliance, and boost your financial …
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October 16, 2025

Unlock Financial Growth with Outsourced CFO Services
October 16, 2025

Unlock Financial Growth with Outsourced CFO Services

Unlock financial growth! Discover how outsourced CFO services provide strategic expertise and cost-effective solutions for …
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real estate property management accounting
October 9, 2025

A Practical Guide to Real Estate Property Management Accounting
October 9, 2025

A Practical Guide to Real Estate Property Management Accounting

Unlock success in real estate property management accounting. Learn essentials, optimize finances, and avoid pitfalls …
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October 6, 2025

The New Workplace Threat No One’s Talking About
October 6, 2025

The New Workplace Threat No One’s Talking About

Moonlighting is not new, but today’s version looks very different. A growing number of employees …

Read More

Case Studies

January 8, 2026

The Right Financial Partner at the Right Time
January 8, 2026

The Right Financial Partner at the Right Time

HNM Systems is a woman-owned staffing and consulting firm on a mission to positively impact …

Read More
November 11, 2025

Building Financial Clarity for Chicano Park Museum and Cultural Center
November 11, 2025

Building Financial Clarity for Chicano Park Museum and Cultural Center

Chicano Park Museum and Cultural Center (CPMCC) is a vibrant nonprofit that celebrates Chicano, Mexican-American, …

Read More
September 16, 2025

The Smartest Thing Parley Labs Did Before Scaling
September 16, 2025

The Smartest Thing Parley Labs Did Before Scaling

Parley Labs develops secure, decentralized connectivity solutions designed for the most demanding environments. With deep …

Read More
September 16, 2025

Replacing Spreadsheets and Unlocking 85% Faster Reporting
September 16, 2025

Replacing Spreadsheets and Unlocking 85% Faster Reporting

Unified Orthopedics is a surgeon-focused orthopedic company delivering proven products, responsive clinical support, and a …

Read More
September 16, 2025

Cutting Month-End by 50% and Gaining Time to Make Better Decisions
September 16, 2025

Cutting Month-End by 50% and Gaining Time to Make Better Decisions

Approved Providers Network assists small and medium business owners across the country in managing their …

Read More
August 6, 2025

Navigating a Leadership Change & Uncovering $140K in Operational Potential
August 6, 2025

Navigating a Leadership Change & Uncovering $140K in Operational Potential

​Founded in 1925, Southwestern Yacht Club (SWYC) is one of San Diego’s oldest and most …

Read More
August 6, 2025

How Children’s Paradise Cut Prep Time by 50% and Cleared the Path to Growth
August 6, 2025

How Children’s Paradise Cut Prep Time by 50% and Cleared the Path to Growth

About Children’s Paradise Founded with the mission to provide high-quality early childhood education, Children’s Paradisehas …

Read More
Year End Accounting Checklist
Fractional CFO Guide
Financial Gap Assessment
Human Resources Download
Recruiting One-Sheet
WVPP Guide

We believe that behind every successful
business is an “Optimal” Accounting, HR, and Operations team.