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April 24, 2020

2020 COVID-19 CARES & FFCRA Update: April 24, 2020
April 24, 2020

2020 COVID-19 CARES & FFCRA Update: April 24, 2020

2020 COVID-19 CARES & FFCRA Update: April 24, 2020 …
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April 23, 2020

COVID-19 Ushers in New Outlook on Hiring Remote Workers- SHRM.org Spotlight
April 23, 2020

COVID-19 Ushers in New Outlook on Hiring Remote Workers- SHRM.org Spotlight

COVID-19 Ushers in New Outlook on Hiring Remote Workers- SHRM.org Spotlight – recruiters need to …
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April 23, 2020

Accounting Cost Cutting Strategies
April 23, 2020

Accounting Cost Cutting Strategies

Accounting Cost Cutting Strategies …
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April 23, 2020

CFOs Help Businesses with Financial Balance and Discipline
April 23, 2020

CFOs Help Businesses with Financial Balance and Discipline

CFOs Help Businesses with Financial Balance and Discipline …
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April 23, 2020

Optima Office Case Study: Cutting Bad Clients can Increase Profits
April 23, 2020

Optima Office Case Study: Cutting Bad Clients can Increase Profits

Optima Office Case Study: Cutting Bad Clients can Increase Profits …
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April 22, 2020

4/17/20 Update: CARES & FFCRA – COVID-19, PPP Loan, Disaster Loans and Sick Leave
April 22, 2020

4/17/20 Update: CARES & FFCRA – COVID-19, PPP Loan, Disaster Loans and Sick Leave

We will be providing regular updates as things progress in the world of COVID-19. Please …
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April 16, 2020

What is severance pay, and do you have to offer it?
April 16, 2020

What is severance pay, and do you have to offer it?

What is severance pay, and do you have to offer it? Learn who’s entitled to …
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April 16, 2020

How To Access Resources and Uplift Other Women Entrepreneurs: 10 Solid Strategies
April 16, 2020

How To Access Resources and Uplift Other Women Entrepreneurs: 10 Solid Strategies

The CEO & Founder of Optima Office advises women entrepreneurs to grow their network by …
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April 14, 2020

Keep Your Financials Up-to-date – Feature on Carol Roth Tough Love for Businesses
April 14, 2020

Keep Your Financials Up-to-date – Feature on Carol Roth Tough Love for Businesses

Jennifer Barnes of Optima Office was featured in the Carol Roth Tough Love for Businesses …
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April 13, 2020

Times of San Diego Opinion: Amid Coronavirus, Businesses Must Rethink Their Fundamentals
April 13, 2020

Times of San Diego Opinion: Amid Coronavirus, Businesses Must Rethink Their Fundamentals

Times of San Diego Opinion: Amid Coronavirus, Businesses Must Rethink Their Fundamentals …
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April 13, 2020

SBA Paycheck Protection Program Loans and the Marketing Industry: 4 tips for marketers (MarketingSherpa)
April 13, 2020

SBA Paycheck Protection Program Loans and the Marketing Industry: 4 tips for marketers (MarketingSherpa)

SBA Paycheck Protection Program Loans and the Marketing Industry: 4 tips for marketers (MarketingSherpa) …
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April 9, 2020

COVID-19 FAQs, Information, Updates, At Home Activities and More Resources
April 9, 2020

COVID-19 FAQs, Information, Updates, At Home Activities and More Resources

COVID-19 FAQs, Information, Updates, At Home Activities and More Resources from Optima Office. …
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April 9, 2020

Message to Our Valuable Clients: 4/9/20
April 9, 2020

Message to Our Valuable Clients: 4/9/20

Message to Our Valuable Clients: 4/9/20 …
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April 3, 2020

SBA Paycheck Protection Program may keep businesses afloat
April 3, 2020

SBA Paycheck Protection Program may keep businesses afloat

SBA Paycheck Protection Program may keep businesses afloat …
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April 3, 2020

Q&A: Comparison of EIDL and PPP Loans Being Offered by Small Business Administration (SBA)
April 3, 2020

Q&A: Comparison of EIDL and PPP Loans Being Offered by Small Business Administration (SBA)

EIDL and PPP loans from the SBA offer vital support to small businesses affected by …
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April 3, 2020

Employee Rights: Paid sick leave and expanded family and medical leave under the Families First Coronavirus Resopnse Act
April 3, 2020

Employee Rights: Paid sick leave and expanded family and medical leave under the Families First Coronavirus Resopnse Act

Employee Rights: Paid sick leave and expanded family and medical leave under the Families First …
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April 3, 2020

The Optimal HR & SBA Task Force Teams
April 3, 2020

The Optimal HR & SBA Task Force Teams

Expert HR and SBA Task Force teams at Optima Office provide comprehensive guidance for businesses …
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March 27, 2020

HR Q&A: The Families First Coronavirus Response Act (HR 6201)
March 27, 2020

HR Q&A: The Families First Coronavirus Response Act (HR 6201)

HR Q&A: The Families First Coronavirus Response Act (HR 6201) …
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March 26, 2020

Message to Our Valuable Clients
March 26, 2020

Message to Our Valuable Clients

Support during COVID-19: Helpful resources, tax credits, and financial aid for businesses. Visit Optima Office …
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March 24, 2020

Accounting Q&A: My building is closed due to Covid-19, Do I still have to pay rent?
March 24, 2020

Accounting Q&A: My building is closed due to Covid-19, Do I still have to pay rent?

Navigate rent obligations and financial planning during Covid-19 closures. Learn about rent abatement, managing lines …
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March 24, 2020

HR Coronavirus Q&A: What is the difference between a furlough, lay-off, and reduction in force for my employees?
March 24, 2020

HR Coronavirus Q&A: What is the difference between a furlough, lay-off, and reduction in force for my employees?

Learn the differences between furloughs, layoffs, and reductions in force, and understand the implications for …
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March 23, 2020

Accounting Coronavirus Q&A: Should I add a COVID-19 Expense Line?
March 23, 2020

Accounting Coronavirus Q&A: Should I add a COVID-19 Expense Line?

Learn why adding a COVID-19 expense line to your accounting system can help track expenditures …
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March 23, 2020

Strategic Advisory Coronavirus Q&A: How do I prioritize cuts?
March 23, 2020

Strategic Advisory Coronavirus Q&A: How do I prioritize cuts?

Prioritize cost cuts during the coronavirus crisis by setting a reduction target, managing payroll, and …
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March 23, 2020

Strategic Advisory Coronavirus Q&A: What are my options for tenants asking for payment relief?
March 23, 2020

Strategic Advisory Coronavirus Q&A: What are my options for tenants asking for payment relief?

Strategic Advisory Coronavirus Q&A: What are my options for tenants asking for payment relief? Here …
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March 23, 2020

SDBJ CFO of the Year Finalists Announced: Greg Decker
March 23, 2020

SDBJ CFO of the Year Finalists Announced: Greg Decker

San Diego Business Journal honors the financial executives who work behind the scenes – the …
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March 21, 2020

Meet a Few Members of the Optima HR Team
March 21, 2020

Meet a Few Members of the Optima HR Team

Since Jilian Dimitt, Head of Optima Office’s HR, joined in mid-August 2019, she has been …
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March 21, 2020

HR Coronavirus Q&A: Can I combine employee sick, PTO and Floating Holidays?
March 21, 2020

HR Coronavirus Q&A: Can I combine employee sick, PTO and Floating Holidays?

Combining sick leave, PTO, and floating holidays can be tricky due to state laws. Understanding …
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March 18, 2020

Beware of Cost Cutting without a Customer-Focused Strategy
March 18, 2020

Beware of Cost Cutting without a Customer-Focused Strategy

Beware of Cost Cutting without a Customer-Focused Strategy …
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March 17, 2020

Announcing the finalists of the 2019 Databird Female Executive of the Year Awards: Jennifer Barnes, CEO & Founder Optima Office
March 17, 2020

Announcing the finalists of the 2019 Databird Female Executive of the Year Awards: Jennifer Barnes, CEO & Founder Optima Office

Jennifer Barnes, CEO & Founder Optima Office, has been named as a finalist of the …
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March 16, 2020

Manufacturer Achieves 40% Growth after Removing 20% of its Non-Profitable Customers
March 16, 2020

Manufacturer Achieves 40% Growth after Removing 20% of its Non-Profitable Customers

Read about a case study in which Optima Office strategically advised a manufacturer to remove …
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March 16, 2020

How To Avoid Feeling Overwhelmed: Eight Effective Strategies For Business Leaders
March 16, 2020

How To Avoid Feeling Overwhelmed: Eight Effective Strategies For Business Leaders

Running a business is not easy, and with each new challenge, an entrepreneur risks becoming …
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February 26, 2020

February Team Spotlight: Meet Andy Bramer
February 26, 2020

February Team Spotlight: Meet Andy Bramer

February Team Spotlight: Meet Andy Bramer …
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December 17, 2019

December Team Spotlight: Meet Jeanelle Miller
December 17, 2019

December Team Spotlight: Meet Jeanelle Miller

December Team Spotlight: Meet Jeanelle Miller …
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December 17, 2019

5 Accounting Ideas to Prepare Yourself for Uncertain Times
December 17, 2019

5 Accounting Ideas to Prepare Yourself for Uncertain Times

5 Accounting Ideas to Prepare Yourself for Uncertain Times …
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November 20, 2019

November Team Spotlight: Meet Alissa Kellogg
November 20, 2019

November Team Spotlight: Meet Alissa Kellogg

November Team Spotlight: Meet Alissa Kellogg …
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October 18, 2019

October Team Spotlight: Meet Ashley Jajtner
October 18, 2019

October Team Spotlight: Meet Ashley Jajtner

Ashley was born and raised in San Diego, CA and can be found spending most …
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October 17, 2019

6 Ways to Respond to an Organizational Crisis
October 17, 2019

6 Ways to Respond to an Organizational Crisis

Organizational crises are inevitable for any small business. There’s going to come a time where …
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October 8, 2019

EP11 – Accounting Masterclass – Understanding Your Cash Flow Podcast
October 8, 2019

EP11 – Accounting Masterclass – Understanding Your Cash Flow Podcast

In this podcast from Business Power Hour, our guest Jennifer Barnes, CEO of Optima Office, …
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September 30, 2019

12 Time Management Techniques to Help You Make the Most of Your 24 Hours
September 30, 2019

12 Time Management Techniques to Help You Make the Most of Your 24 Hours

Discover 12 effective time management techniques from successful entrepreneurs to optimize your daily schedule and …
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September 30, 2019

Succession Planning 101: The Keys To Successfully Handing Over Your Business
September 30, 2019

Succession Planning 101: The Keys To Successfully Handing Over Your Business

Learn the essentials of succession planning to ensure a smooth and financially sound transfer of …
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September 23, 2019

Recession-Proof Businesses: Don’t Sit On Your Hands During An Economic Downturn
September 23, 2019

Recession-Proof Businesses: Don’t Sit On Your Hands During An Economic Downturn

Discover recession-proof businesses and strategies to thrive during economic downturns. Learn how to make disciplined …
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September 23, 2019

September Team Spotlight: Meet Anne Nolie
September 23, 2019

September Team Spotlight: Meet Anne Nolie

Anne Nolie was born and raised in Cleveland, Ohio, and spent most of her summers …
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September 16, 2019

Assessing Your Business Financial Health Going into 2020
September 16, 2019

Assessing Your Business Financial Health Going into 2020

Prepare your business for potential economic downturns by analyzing key financial ratios and trends to …
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September 4, 2019

Hard Decisions And Tough Moments: 10 Entrepreneurs Share What They Learned
September 4, 2019

Hard Decisions And Tough Moments: 10 Entrepreneurs Share What They Learned

10 Yec Entrepreneurs share their toughest business decisions and the valuable lessons learned, offering insights …
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September 4, 2019

12 Overrated Employee Perks Your Company Should Avoid Offering
September 4, 2019

12 Overrated Employee Perks Your Company Should Avoid Offering

Paying 100% of benefits is an overrated work perk. Offering plans that are 70 to …
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September 4, 2019

Is Your Business A Leading Indicator Of A Future Recession?
September 4, 2019

Is Your Business A Leading Indicator Of A Future Recession?

The economy runs in cycles with both good times and bad. None of us prefers …
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September 4, 2019

The Right Fit: 13 Entrepreneurs Share Their Difficulties With Hiring New Staff
September 4, 2019

The Right Fit: 13 Entrepreneurs Share Their Difficulties With Hiring New Staff

Discover the challenges entrepreneurs face when hiring new staff and the impact of rushing the …
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September 4, 2019

It’s Time To Rethink Your Accounts Receivable
September 4, 2019

It’s Time To Rethink Your Accounts Receivable

Discover how to rethink your accounts receivable strategies and protect your business from late payments. …
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September 4, 2019

10 Ways To Set Work-Life Boundaries As A Small But Growing Team
September 4, 2019

10 Ways To Set Work-Life Boundaries As A Small But Growing Team

Discover 10 effective strategies for setting work-life boundaries in small, growing teams to maintain balance …
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September 4, 2019

Independent Contractor Vs. Employee: What’s The Difference?
September 4, 2019

Independent Contractor Vs. Employee: What’s The Difference?

Understand the crucial differences between independent contractors and employees to ensure correct worker classification for …
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September 4, 2019

Lady Power: Three Ways To Prevail As A Female Entrepreneur
September 4, 2019

Lady Power: Three Ways To Prevail As A Female Entrepreneur

Discover three key strategies for female entrepreneurs to succeed, shared by Jennifer Barnes, CEO of …
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September 4, 2019

10 Common Cash Flow Issues New Startups Face – And How To Avoid Them – September
September 4, 2019

10 Common Cash Flow Issues New Startups Face – And How To Avoid Them – September

Discover 10 common cash flow issues faced by new startups and learn expert tips from …
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September 4, 2019

15 Tips For Empowering Your Employees To Do Their Best Work
September 4, 2019

15 Tips For Empowering Your Employees To Do Their Best Work

Discover effective strategies to boost employee performance and satisfaction, tailored to your management style. Learn …
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September 4, 2019

Here’s How to Keep Your Company Culture Strong As You Grow
September 4, 2019

Here’s How to Keep Your Company Culture Strong As You Grow

Discover how to maintain a strong company culture as your business grows with insights from …
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July 25, 2019

Wealth Legacy Group & Optima Office Talk Company Culture & Training Practices
July 25, 2019

Wealth Legacy Group & Optima Office Talk Company Culture & Training Practices

In this podcast, R.J. Kelly, Founder of Wealth Legacy Group, and Jennifer Barnes, Optima CEO, …
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July 10, 2019

10 Common Cash Flow Issues New Startups Face (And How To Avoid Them) – July
July 10, 2019

10 Common Cash Flow Issues New Startups Face (And How To Avoid Them) – July

If you feel like you’re struggling with cash flow as an early-stage business owner, know …
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June 18, 2019

Surprise Billing Announcement
June 18, 2019

Surprise Billing Announcement

Learn about Surprise Billing, its impact on employees, and how new state laws are addressing …
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June 17, 2019

Building A Better Business with Outsourcing
June 17, 2019

Building A Better Business with Outsourcing

Save time and money by outsourcing key business roles. Discover how outsourcing can enhance efficiency …
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May 15, 2019

Business Leaders and Mental Health: Why You’re at Risk and Tips to Minimize Stress
May 15, 2019

Business Leaders and Mental Health: Why You’re at Risk and Tips to Minimize Stress

Discover why business leaders are at risk for mental health issues and learn practical tips …
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May 6, 2019

San Diego Chamber of Commerce: Member Spotlight, Optima Office
May 6, 2019

San Diego Chamber of Commerce: Member Spotlight, Optima Office

Discover how Optima Office, featured by the San Diego Chamber of Commerce, supports businesses with …
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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 …

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

cfo, hr, tax and accounting for startups
January 14, 2026

The Startup’s Secret Weapon CFO HR Tax and Accounting
January 14, 2026

The Startup’s Secret Weapon CFO HR Tax and Accounting

Unlock growth with integrated cfo, hr, tax and accounting for startups. Avoid failure & scale …
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Strategic business advisory
January 7, 2026

The Strategic Edge: How Advisory Services Can Transform Your Business
January 7, 2026

The Strategic Edge: How Advisory Services Can Transform Your Business

Unlock growth & profit with Strategic business advisory. Learn how expert guidance transforms your business …
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fractional cfo bookkeeping
December 31, 2025

Mastering Fractional CFO Bookkeeping for Business Growth
December 31, 2025

Mastering Fractional CFO Bookkeeping for Business Growth

Unlock growth with expert fractional CFO bookkeeping. Get strategic financial leadership & robust data for …
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how outsourcing bookkeeping saves time and cost
December 18, 2025

Time is Money: Your Guide to Cost-Effective Bookkeeping Through Outsourcing
December 18, 2025

Time is Money: Your Guide to Cost-Effective Bookkeeping Through Outsourcing

Discover how outsourcing bookkeeping saves time and cost for your business. Reclaim your schedule, cut …
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accountancy recruitment agencies
December 10, 2025

From Ledgers to Leaders: Finding Your Ideal Accountancy Recruitment Partner
December 10, 2025

From Ledgers to Leaders: Finding Your Ideal Accountancy Recruitment Partner

Find top talent or your next role with expert accountancy recruitment agencies. Optima Office offers …
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December 9, 2025

Second in Command Podcast with Cameron Herald: Unlock Financial Clarity
December 9, 2025

Second in Command Podcast with Cameron Herald: Unlock Financial Clarity

In her recent appearance on Cameron Herold’s “Second in Command” podcast, Optima Office CEO Jennifer …

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CFO
December 4, 2025

The CFO Role Explained Simply
December 4, 2025

The CFO Role Explained Simply

Unlock the power of a CFO! Learn their strategic role, responsibilities, career path, and how …
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Business valuation support
November 27, 2025

What is Business Valuation Support and Why Your Business Needs It
November 27, 2025

What is Business Valuation Support and Why Your Business Needs It

Unlock your business’s true worth. Discover why expert Business valuation support is vital for strategic …
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.