Financial Resources to Empower Your Business

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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 …
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 …
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 …
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 …
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. …
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 …
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, …
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 …
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 …
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. …
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 …
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 …
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 …
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. …
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 …
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 …
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 …
May 16, 2022

What is CalSavers?

May 16, 2022

What is CalSavers?

What is CalSavers? …
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 …
May 6, 2022

May Team Spotlight: Meet Tammy Connors

May 6, 2022

May Team Spotlight: Meet Tammy Connors

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

May Team Spotlight: Meet Bijen Patel

May 5, 2022

May Team Spotlight: Meet Bijen Patel

May Team Spotlight: Meet Bijen Patel …
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 …
April 1, 2022

Balance Sheets 101

April 1, 2022

Balance Sheets 101

Balance Sheets 101 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
November 23, 2021

November Team Spotlight: Meet Michael DiGrado

November 23, 2021

November Team Spotlight: Meet Michael DiGrado

November Team Spotlight: Meet Michael DiGrado …
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 …
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 …
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 …
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’ …
November 2, 2021

Cashflow Tips

November 2, 2021

Cashflow Tips

Cashflow Tips …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
June 22, 2021

June Team Spotlight: Meet Jessica Groos

June 22, 2021

June Team Spotlight: Meet Jessica Groos

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

June Team Spotlight: Meet Accacia Mvouama

June 22, 2021

June Team Spotlight: Meet Accacia Mvouama

June Team Spotlight: Meet Accacia Mvouama …
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 …
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. …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …

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 …

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, …

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 …

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 …

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 …

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 …

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 …

Resource Center

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

Articles

July 16, 2025

Optima Office CEO Named Finalist for 2025 CEO of the Year

July 16, 2025

Optima Office CEO Named Finalist for 2025 CEO of the Year

SAN DIEGO, CA – May 2025 — We’re proud to announce that our Founder and …

July 16, 2025

Now Hiring: Controller at Leading San Diego Law Firm

July 16, 2025

Now Hiring: Controller at Leading San Diego Law Firm

Lead financial strategy at one of Southern California’s top law firms. Are you a seasoned …

July 16, 2025

Now Hiring: Part-Time HR Manager Consultant (San Diego Hybrid)

July 16, 2025

Now Hiring: Part-Time HR Manager Consultant (San Diego Hybrid)

Join a people-first team that values your expertise—and your time. Looking for a flexible role …

July 16, 2025

Anchored in Faith, Driven by Purpose

July 16, 2025

Anchored in Faith, Driven by Purpose

What drives a company culture where people genuinely love where they work—and clients feel the …

July 16, 2025

The Untold Truth About Fractional CFO Advantages (That Could Save You Thousands)

July 16, 2025

The Untold Truth About Fractional CFO Advantages (That Could Save You Thousands)

As your business grows, so does the complexity of your financial decisions. But hiring a …

July 14, 2025

Why 2025 Could Cost California Employers an Extra $343 Per Employee

July 14, 2025

Why 2025 Could Cost California Employers an Extra $343 Per Employee

Planning your cash flow without this on your radar? It might throw a wrench in …

July 14, 2025

Now Hiring: Accounting Manager (San Diego Hybrid)

July 14, 2025

Now Hiring: Accounting Manager (San Diego Hybrid)

Are you a detail-oriented accounting pro who wants more flexibility, great clients, and a culture …

July 4, 2025

Optima Office Named to Inc.’s 2025 Best Workplaces List

July 4, 2025

Optima Office Named to Inc.’s 2025 Best Workplaces List

Annual list recognizes the businesses that set the standard for workplace success and awards excellence …

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 …

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, …

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 …

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 …

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 …

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 …

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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business is an “Optimal” Accounting, HR, and Operations team.