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Financial Resources to Empower Your Business

Accounting, HR, and Recruiting – All Simplified.

Articles

May 6, 2019

Forbes: Thank You, Next Client: Six Signs Of An Imbalanced Business Relationship
May 6, 2019

Forbes: Thank You, Next Client: Six Signs Of An Imbalanced Business Relationship

The blog discusses how to recognize an imbalanced business relationship with clients, offering insights from …
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May 6, 2019

Forbes: What Businesses Can Do To Prepare For A Recession
May 6, 2019

Forbes: What Businesses Can Do To Prepare For A Recession

Discover how businesses can prepare for a recession and mitigate its impact with insights from …
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May 6, 2019

Forbes: The Art Of Selling As A Business Owner
May 6, 2019

Forbes: The Art Of Selling As A Business Owner

Discover how a CEO with an accounting background excels in sales by leveraging natural connection …
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May 6, 2019

Forbes: Why You Need To Segregate Duties In Your Accounting Department
May 6, 2019

Forbes: Why You Need To Segregate Duties In Your Accounting Department

Learn why segregating duties in your accounting department is crucial for protecting your business from …
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May 6, 2019

Entrepreneurs’ Organization: How to Find the Right Bookkeeper for Your Business
May 6, 2019

Entrepreneurs’ Organization: How to Find the Right Bookkeeper for Your Business

Find the right bookkeeper to support your business growth with essential accounting experience and skills. …
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May 6, 2019

Inc. Article: How to Utilize Fractional Business Services to Grow in 2019
May 6, 2019

Inc. Article: How to Utilize Fractional Business Services to Grow in 2019

Learn how fractional business services can help your company grow by outsourcing essential functions, like …
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April 26, 2019

Dealing With Difficult Employees in the Office
April 26, 2019

Dealing With Difficult Employees in the Office

Strategies for managing difficult employees, identifying problematic personalities, and implementing effective HR tactics to improve …
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March 25, 2019

CA Law Announcement- Mileage Reimbursement Policy 
March 25, 2019

CA Law Announcement- Mileage Reimbursement Policy 

Understand when California employees should be compensated for travel time and mileage reimbursement according to …
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March 25, 2019

Fractional CFO vs. Traditional CFO: What’s the Difference?
March 25, 2019

Fractional CFO vs. Traditional CFO: What’s the Difference?

Discover the key differences between fractional and traditional CFOs, and learn how a fractional Chief …
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March 24, 2019

Enterprise Radio Podcast: Outsourced Accounting with Optima
March 24, 2019

Enterprise Radio Podcast: Outsourced Accounting with Optima

Jennifer Barnes, CEO of Optima Office, discusses the advantages of outsourcing accounting, emphasizing the importance …
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March 23, 2019

Optima CEO Mentors SDSU Lavin Entrepreneurs at Seed Fund Dinner
March 23, 2019

Optima CEO Mentors SDSU Lavin Entrepreneurs at Seed Fund Dinner

Optima CEO Jennifer Barnes mentors SDSU Lavin entrepreneurs, sharing insights on success and perseverance at …
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February 25, 2019

Meet Mike Bergthold, CFO & Partner: February Team Spotlight
February 25, 2019

Meet Mike Bergthold, CFO & Partner: February Team Spotlight

Meet Mike Bergthold, Optima Office’s CFO & Partner, and discover his journey and contributions to …
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January 25, 2019

New HR Rules in 2019
January 25, 2019

New HR Rules in 2019

Stay updated on new HR regulations in 2019, from H-2B visas to anti-harassment training. Discover …
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January 25, 2019

Employee Spotlight: Sarah Walker, Office Manager
January 25, 2019

Employee Spotlight: Sarah Walker, Office Manager

Introducing Sarah Walker, our dedicated Office Manager at Optima Office, who brings over 20 years …
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January 10, 2019

Year-End Financial Checklist For Your Business
January 10, 2019

Year-End Financial Checklist For Your Business

Prepare your business for a successful fiscal year-end with our comprehensive financial checklist, covering budgeting, …
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January 10, 2019

6 Ways Accountants Help Business Owners Make Smarter Business Decisions
January 10, 2019

6 Ways Accountants Help Business Owners Make Smarter Business Decisions

There are many benefits of hiring an accountant for your business. Here are six ways …
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January 10, 2019

Accounting Tips for the New Year Your Business Needs To Do Immediately…if you haven’t already.
January 10, 2019

Accounting Tips for the New Year Your Business Needs To Do Immediately…if you haven’t already.

Essential accounting tips for starting the new fiscal year right, including setting deadlines, budgeting, cash …
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January 10, 2019

It’s Time for a Mid-Year Assessment
January 10, 2019

It’s Time for a Mid-Year Assessment

Assess your business and financial goals mid-year to ensure you’re on track. Evaluate budget, cash …
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January 6, 2019

4 Questions To Ask Yourself Before You Locally Outsource
January 6, 2019

4 Questions To Ask Yourself Before You Locally Outsource

Discover key considerations before locally outsourcing to optimize your business operations effectively. Learn practical tips …
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January 6, 2019

12 Ways Introverts Can Break Out of Their Comfort Zone and Become Strong Leaders
January 6, 2019

12 Ways Introverts Can Break Out of Their Comfort Zone and Become Strong Leaders

Discover 12 effective strategies for introverts to step out of their comfort zone and develop …
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January 6, 2019

Small-Business Owners Name The Best Tools And Resources They’ve Invested In
January 6, 2019

Small-Business Owners Name The Best Tools And Resources They’ve Invested In

Discover the essential tools and resources that small-business owners swear by to drive growth and …
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January 6, 2019

Opinion: The New Trend in Outsourcing Is Local, Not Overseas
January 6, 2019

Opinion: The New Trend in Outsourcing Is Local, Not Overseas

Local outsourcing is the new trend, offering businesses fractional services close to home instead of …
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January 6, 2019

Tips on Becoming a “Best Place to Work”
January 6, 2019

Tips on Becoming a “Best Place to Work”

Discover actionable steps to help your company achieve the esteemed distinction of being a Best …
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November 12, 2018

Press Release: Inc. 5,000 entrepreneur launches Optima Office
November 12, 2018

Press Release: Inc. 5,000 entrepreneur launches Optima Office

Jennifer Barnes, an award-winning CEO and Co-Founder of Inc. 5000 company Pro Back Office, announces …
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November 9, 2018

Forbes: Nine Ways to Boost Company Culture
November 9, 2018

Forbes: Nine Ways to Boost Company Culture

Boost company culture with in-house and remote teams using technology, effective communication, and strategic processes. …
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October 11, 2018

Forbes: 10 Proven Methods for Creating a Cohesive Company Culture
October 11, 2018

Forbes: 10 Proven Methods for Creating a Cohesive Company Culture

Discover 10 proven strategies to build a cohesive company culture, shared by experts in Forbes. …
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September 9, 2018

Forbes: 12 Traits To Look For In Someone Who Is Ready To Take On Larger Tasks
September 9, 2018

Forbes: 12 Traits To Look For In Someone Who Is Ready To Take On Larger Tasks

As an entrepreneur, it’s easy to want to do everything yourself. But now that you’ve …
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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 …

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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

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 …
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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.