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Articles

February 23, 2021

What HR Compliance Tasks Should Every Business Know?
February 23, 2021

What HR Compliance Tasks Should Every Business Know?

HR compliance is making sure that you are in compliance with not only the laws …
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February 23, 2021

Paycheck Records Q&A
February 23, 2021

Paycheck Records Q&A

What is a paycheck record? It is a summary of what was paid to an …
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February 22, 2021

February Team Spotlight: Meet Maribel Gonzalez
February 22, 2021

February Team Spotlight: Meet Maribel Gonzalez

Maribel started working at Optima Office in February 2019 as a Consulting Controller. She has …
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February 18, 2021

PPP Loan Mistakes to Avoid for Round 2
February 18, 2021

PPP Loan Mistakes to Avoid for Round 2

Now that the Payroll Protection Plan (PPP) is up and running again for a second …
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January 19, 2021

January Team Spotlight: Meet Dana Sarbulescu
January 19, 2021

January Team Spotlight: Meet Dana Sarbulescu

Dana joined Optima in early January of 2020 as a Controller and was recently promoted …
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January 14, 2021

Someone San Diego Should Know: Jennifer Barnes
January 14, 2021

Someone San Diego Should Know: Jennifer Barnes

From a defiant teenager to one of San Diego’s leading businesswomen, Jennifer Barnes is a …
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January 5, 2021

Round #2 PPP Loan Follow Up
January 5, 2021

Round #2 PPP Loan Follow Up

Optima was very successful during the first-round of PPP, and will again be partnering with …
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January 5, 2021

COVID-19 Relief Bill and PPP Update (12/28/20)
January 5, 2021

COVID-19 Relief Bill and PPP Update (12/28/20)

COVID-19 Relief Bill and PPP Update (12/28/20) …
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December 29, 2020

Optima Office, Inc Expands Into Larger Office Space
December 29, 2020

Optima Office, Inc Expands Into Larger Office Space

Optima Office expands. As an essential business, the company knows that businesses will continue to …
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December 10, 2020

James Masias joins Optima Office as Executive Vice President
December 10, 2020

James Masias joins Optima Office as Executive Vice President

Optima Office Inc.has hired James Masias as the firm’s executive vice president and chief financial …
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November 23, 2020

Women Lead Radio Spot – Finding Balance as an Executive Leader
November 23, 2020

Women Lead Radio Spot – Finding Balance as an Executive Leader

Optima Office CEO Jennifer Barnes talks about her journey to the executive ranks & tricks …
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November 23, 2020

Cooking lessons, care packages, virtual happy hours. How companies are helping employees cope
November 23, 2020

Cooking lessons, care packages, virtual happy hours. How companies are helping employees cope

Optima Office sent care packages to employees in April & September to show that the …
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November 23, 2020

How some companies are helping parents cope with child care during the pandemic
November 23, 2020

How some companies are helping parents cope with child care during the pandemic

With 70% of her staff being women, Optima Office CEO Jennifer Barnes knows many of …
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November 23, 2020

The Right and Wrong Way to Deal with Workplace Grievances
November 23, 2020

The Right and Wrong Way to Deal with Workplace Grievances

Jennifer Koch, Human Resources Manager at Optima Office, explains why timeliness is of the essence …
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October 5, 2020

SB1159 and AB685 Worker’s Comp Coverage for COVID-19 Related Cases and Reporting Requirements
October 5, 2020

SB1159 and AB685 Worker’s Comp Coverage for COVID-19 Related Cases and Reporting Requirements

California Governor Gavin Newsom recently signed 2 bills into law: SB1159 and AB685 and both …
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September 30, 2020

When is the right time to negotiate benefits with employees?
September 30, 2020

When is the right time to negotiate benefits with employees?

Expert Tips: Learn what you should consider when a current employee or prospective candidate asks …
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September 30, 2020

Navigating The Pandemic: How To Make Sure Your HR Team Is Ready
September 30, 2020

Navigating The Pandemic: How To Make Sure Your HR Team Is Ready

In response to the Covid-19 pandemic, the government has created multiple (highly complex) programs to …
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September 21, 2020

Top 40 Under 40 Award – San Diego Daily Transcript
September 21, 2020

Top 40 Under 40 Award – San Diego Daily Transcript

Top 40 Under 40 Award – San Diego Daily Transcript …
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September 21, 2020

15 Productivity Tips to Help Small Business Entrepreneurs Succeed
September 21, 2020

15 Productivity Tips to Help Small Business Entrepreneurs Succeed

Small-business leaders don’t always hire an assistant, but it can be invaluable for increasing productivity. …
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September 11, 2020

When and How to Negotiate Benefits with Workers and Job Seekers
September 11, 2020

When and How to Negotiate Benefits with Workers and Job Seekers

HR leaders from around the country help answer the question of how employers can be …
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September 9, 2020

COVID-19 Resources September 9, 2020
September 9, 2020

COVID-19 Resources September 9, 2020

COVID-19 Resources September 9, 2020 …
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August 20, 2020

August Team Spotlight: Meet Bijen Patel
August 20, 2020

August Team Spotlight: Meet Bijen Patel

August Team Spotlight: Meet Bijen Patel …
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August 17, 2020

SDBJ Spotlight: Jennifer Barnes
August 17, 2020

SDBJ Spotlight: Jennifer Barnes

SDBJ Spotlight: Jennifer Barnes …
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August 11, 2020

How Can You Develop Long Lasting Relationships? Interview with Jennifer Barnes
August 11, 2020

How Can You Develop Long Lasting Relationships? Interview with Jennifer Barnes

Jennifer shares her tips for developing long lasting relationships by providing extraordinary services delivered by …
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August 11, 2020

Eight Critical Steps To Take When Selecting A Business Advisor
August 11, 2020

Eight Critical Steps To Take When Selecting A Business Advisor

Business advisors have the potential to be instrumental to a company’s success. Read our tips …
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August 8, 2020

16 Essential Skills to Look for in a New Hire
August 8, 2020

16 Essential Skills to Look for in a New Hire

16 Essential Skills to Look for in a New Hire …
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August 4, 2020

Running Your Company During a Pandemic
August 4, 2020

Running Your Company During a Pandemic

A conversation with Jennifer on best practices and strategies to run and build your company …
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August 4, 2020

Accounting and HR Resources for COVID-19 (July 23, 2020)
August 4, 2020

Accounting and HR Resources for COVID-19 (July 23, 2020)

Check out our latest and greatest compilation of the best information out there! You will …
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August 3, 2020

Best Companies for Women 2020
August 3, 2020

Best Companies for Women 2020

Best Companies for Women 2020 …
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July 27, 2020

5 Steps to Take Before You Reopen Your Business
July 27, 2020

5 Steps to Take Before You Reopen Your Business

5 Steps to Take Before You Reopen Your Business …
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July 13, 2020

Fast-Growing Company Optimizes Its Expertise in Accounting and HR Services
July 13, 2020

Fast-Growing Company Optimizes Its Expertise in Accounting and HR Services

Fast-Growing Company Optimizes Its Expertise in Accounting and HR Services …
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July 13, 2020

15 Incentives That Will Bring Top Candidates to Your Pipeline
July 13, 2020

15 Incentives That Will Bring Top Candidates to Your Pipeline

Get insight on what incentives are most attractive to top candidates, as provided by Young …
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July 13, 2020

Eight Founders on What They Look For in a High-Quality Job Candidate
July 13, 2020

Eight Founders on What They Look For in a High-Quality Job Candidate

We asked a group of successful entrepreneurs to share some clear signs that they believe …
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July 13, 2020

Smart Strategies for Delivering 5-Star Customer Service
July 13, 2020

Smart Strategies for Delivering 5-Star Customer Service

We asked a group of successful entrepreneurs to share their strategies for achieving 5-star customer …
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July 4, 2020

Guidance for small businesses to overcome challenges like contracts, managing debt, cash flow, and other issues
July 4, 2020

Guidance for small businesses to overcome challenges like contracts, managing debt, cash flow, and other issues

The economy is slowly reopening, but small businesses that were forced to temporarily close or …
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July 2, 2020

Want to Win a Business or Industry Award? Follow These Important Tips When Applying
July 2, 2020

Want to Win a Business or Industry Award? Follow These Important Tips When Applying

What is an important thing to remember when applying for a business or industry award? …
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June 23, 2020

Meet Shannon Hall, Optima Office Senior Accounting Manager
June 23, 2020

Meet Shannon Hall, Optima Office Senior Accounting Manager

Meet Shannon Hall, Optima Office Senior Accounting Manager …
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June 22, 2020

How to Encourage Employees to Create Their Own Company Culture
June 22, 2020

How to Encourage Employees to Create Their Own Company Culture

Team members who feel connected to an organizational culture they helped create tend to be …
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June 17, 2020

Wash Away the Old and Welcome in the New
June 17, 2020

Wash Away the Old and Welcome in the New

Wash Away the Old and Welcome in the New …
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June 16, 2020

Nine Common Words Leaders Should Stop Using (And What To Say Instead)
June 16, 2020

Nine Common Words Leaders Should Stop Using (And What To Say Instead)

Nine Common Words Leaders Should Stop Using (And What To Say Instead) …
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June 15, 2020

Use alternative scheduling to help your business reopen
June 15, 2020

Use alternative scheduling to help your business reopen

Chances are reopening your company does not mean resuming workplace life as it was prior …
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June 8, 2020

COVID- Resources June 5, 2020
June 8, 2020

COVID- Resources June 5, 2020

COVID- Resources June 5, 2020 …
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June 3, 2020

COVID-19 NEWS YOU CAN USE: Health & Wellness
June 3, 2020

COVID-19 NEWS YOU CAN USE: Health & Wellness

COVID-19 NEWS YOU CAN USE: Health & Wellness …
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June 2, 2020

COVID-19 News You Can Use: HR
June 2, 2020

COVID-19 News You Can Use: HR

COVID-19 News You Can Use: HR …
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June 2, 2020

C-19 News You Can Use: Staying Safe
June 2, 2020

C-19 News You Can Use: Staying Safe

C-19 News You Can Use: Staying Safe …
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June 1, 2020

How a break-even analysis helps you do more than just break even
June 1, 2020

How a break-even analysis helps you do more than just break even

Having a flexible break-even analysis can allow you to develop thoughtful strategies that improve your …
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May 29, 2020

How to help ensure Paycheck Protection Program loan forgiveness
May 29, 2020

How to help ensure Paycheck Protection Program loan forgiveness

The Small Business Administration (SBA) published the PPP Loan Forgiveness Application on Friday, May 15, …
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May 25, 2020

Facing Adversity At Work? 10 Ways To Build A Thicker Skin
May 25, 2020

Facing Adversity At Work? 10 Ways To Build A Thicker Skin

At times it can be difficult to turn off our emotions – especially when it …
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May 21, 2020

May 21st Update on C-19 Resources for you and your family
May 21, 2020

May 21st Update on C-19 Resources for you and your family

May 21st Update on C-19 Resources for you and your family …
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May 21, 2020

Meet Denise Baker, Optima Office Senior Accounting Manager
May 21, 2020

Meet Denise Baker, Optima Office Senior Accounting Manager

Denise has been an Accounting Manager with Optima for a little over a year, and …
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May 21, 2020

Why Businesses Need Accounting and Finance Consulting Services
May 21, 2020

Why Businesses Need Accounting and Finance Consulting Services

If you are feeling overwhelmed and unsure of how to fix your financial or accounting …
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May 19, 2020

Forbes.com: 7 Entrepreneurs Share Unique Reopening Strategies
May 19, 2020

Forbes.com: 7 Entrepreneurs Share Unique Reopening Strategies

Preventing the spread of COVID-19 by protecting the health of employees and customers is the …
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May 15, 2020

Forbes Article: Seven Strategic Approaches To Assessing Quarterly Accomplishments
May 15, 2020

Forbes Article: Seven Strategic Approaches To Assessing Quarterly Accomplishments

Performance evaluation is much more than just an assessment that focuses on a small core …
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May 11, 2020

Mission Matters Business Podcast with Adam Torres: Hiring an Outsourced Accounting Firm
May 11, 2020

Mission Matters Business Podcast with Adam Torres: Hiring an Outsourced Accounting Firm

Does it make sense to use an outsourced accounting firm or to hire in-house? Adam …
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May 8, 2020

C-19 Resources, Insights, Entertainment and Trends – May 8, 2020
May 8, 2020

C-19 Resources, Insights, Entertainment and Trends – May 8, 2020

What will forever change as a result of COVID-19? We have hand-selected the most succinct …
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May 6, 2020

Featured in Business.com: How Should Businesses Handle Workplace Grievances
May 6, 2020

Featured in Business.com: How Should Businesses Handle Workplace Grievances

It doesn’t matter how close your staff is, a grievance will crop up. To prepare …
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May 4, 2020

Prepare Your Business for Unpredictable Times
May 4, 2020

Prepare Your Business for Unpredictable Times

Prepare Your Business for Unpredictable Times …
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May 4, 2020

Advice on Terminating People During the Pandemic
May 4, 2020

Advice on Terminating People During the Pandemic

When terminating an employee for misconduct during the COVID-19 pandemic, employers should not stray from …
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April 24, 2020

Meet Michael Thiem, Optima Senior Bookkeeper
April 24, 2020

Meet Michael Thiem, Optima Senior Bookkeeper

Meet Michael Thiem, Optima Senior Bookkeeper …
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April 24, 2020

Critical Accounting Discussion: Tips, Tricks, and Techniques for Creating an Accurate Look Forward
April 24, 2020

Critical Accounting Discussion: Tips, Tricks, and Techniques for Creating an Accurate Look Forward

Tricks and Techniques for an accurate look forward during COVID. Asking important questions in order …
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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 …

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 …

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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

cost of outsourcing hr
October 2, 2025

Outsourcing HR: The Ultimate Cost Breakdown
October 2, 2025

Outsourcing HR: The Ultimate Cost Breakdown

Discover the true cost of outsourcing HR. Compare in-house vs. outsourced, understand pricing models, and …
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Diverse group of professional women smiling and collaborating around a laptop in a bright modern office, symbolizing teamwork and employee engagement.
October 1, 2025

The Employee Experience Is Your Real Competitive Advantage
October 1, 2025

The Employee Experience Is Your Real Competitive Advantage

Personalization at Scale In recent years, the line between departments once thought to be oil …

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talent acquisition
September 29, 2025

Talent Acquisition: The Ultimate Playbook for Modern Recruitment
September 29, 2025

Talent Acquisition: The Ultimate Playbook for Modern Recruitment

Master talent acquisition! Learn to build winning strategies, leverage tech, and attract top talent for …
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July 16, 2025

Senior Accountant: A Complete Guide to Their Role in Business Growth and Strategy
July 16, 2025

Senior Accountant: A Complete Guide to Their Role in Business Growth and Strategy

Growing businesses often turn to a senior accountant as their next financial hire after a …

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July 16, 2025

Now Hiring: Senior Accounting Manager (San Diego Hybrid)
July 16, 2025

Now Hiring: Senior Accounting Manager (San Diego Hybrid)

Join our team at Optima Office — where flexibility, impact, and leadership meet. Looking for …

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July 16, 2025

Costly Mistakes That Are Killing Businesses and How to Avoid Them
July 16, 2025

Costly Mistakes That Are Killing Businesses and How to Avoid Them

In the powerhouse roundup “Biggest Small Business Mistakes” on CarolRoth.com, 81 top business experts open …

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July 16, 2025

HR Compliance: A Key Component for Business Success
July 16, 2025

HR Compliance: A Key Component for Business Success

HR compliance plays a critical role in keeping your business protected and your team supported. …

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July 16, 2025

Now Hiring: Staff Accountant (San Diego Hybrid)
July 16, 2025

Now Hiring: Staff Accountant (San Diego Hybrid)

Join our team and build a career where flexibility and impact go hand in hand. …

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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.