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Optimize your organization’s profits with our amazing CFOs, Controllers, Accounting and HR Professionals.

San Diego, CA
Joined October 2018
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Optima Insights gives your leadership team a clear, interactive view of the numbers that matter, without the waiting, digging or guesswork. See it for yourself with a free demo: na2.hubs.ly/H08nl2w0 #optimainsights #businessgrowth #businessadvice
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With fractional HR support, you can get the expertise of an HR manager or director without the full-time cost. Discover more about Optima’s HR services: na2.hubs.ly/H08md_z0 #FractionalHR #OutsourcedHR #HRSupport #BusinessGrowth
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Optima Office is hiring an Accounting Manager in San Diego to join a growing, people-first team. 📍 San Diego, CA 💼 Full-time or part-time Apply today: na2.hubs.ly/H08g0nG0 #Hiring #AccountingJobs #AccountingManager #SanDiegoJobs #OptimaOffice #NowHiring
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Are you paying the right minimum wage, or just assuming you are? Our latest guide breaks down what employers need to know about 2026 minimum wage changes. Read the full guide and make sure your payroll is keeping up: na2.hubs.ly/H08f_l10
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Big news! Our Coffee Connectors and Lunch & Learn events are now happening every quarter. ☕💙 Stay tuned for details on our next event! #coffeeconnectors #networkingevents #networking #optimaoffice
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Filling a role and finding the right person are two very different outcomes. And we're only interested in the second one. Download our free Recruiting Guide to see the full process: na2.hubs.ly/H07Nq5J0 #recruitingadvice #recruiting #humanresources #hrtips
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We're sharing our recruiting process in a free guide so you can see exactly how we do it before you ever make a call. Download it here: na2.hubs.ly/H07Nq5v0 #recruitingadvice #recruitingonesheet #recruitingservices
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The best time to hire strategic financial leadership was before you needed it. Ready to get ahead of it? Let's talk: na2.hubs.ly/H07Nq1x0 #accounting #financialinsights #businessfinances #businessadvice
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What if you could have a dedicated HR manager, without the full-time salary? Download our free HR Compliance Checklist and find out if your business is covered: na2.hubs.ly/H07SC0k0 #hrcompliance #fractionalhr #humanresources
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We just published a full guide on AI finance oversight: how growing businesses can leverage AI for reporting, forecasting, and cash management without losing control of their numbers: na2.hubs.ly/H07NpNC0 #businessadvice #AIforbusinesses #businessAI
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Cocktails for a Cure is this Tuesday, September 16th, and Optima Office is proud to be a Bronze Sponsor of this incredible MS Society Fundraiser right here in San Diego. 🗓 September 16, 2026 | 4:00–7:00 PM 🎟 tinyurl.com/cocktailsforacur… #cocktailsforacure #fundraiser #sandiego
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Optima's Financial Gap Assessment takes just a few minutes and gives you a clear picture of where your business might be leaking money, missing visibility, or operating without the right financial leadership in place. Take it for free: na2.hubs.ly/H07GbrK0
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At Optima, we don't just find qualified candidates. We find the right ones. Download our free recruiting guide to see exactly how we do it: na2.hubs.ly/H07GbnR0 #recruitingsheet #recruitingadvice #recruitingservices #hr #humanresources
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Happy Labor Day from the Optima team. We hope you're spending it exactly the way you deserve: rested, surrounded by good people, and far away from your inbox. See you tomorrow! 😊 #laborday #laborday2026 #companyholidays #sandiegocompany
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If you don't know your cash position 13 weeks from now, this one's for you. Read the article here: na2.hubs.ly/H07D1PV0 #cashforecast #cashflow #financialinsights #businessadvice
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If you're running a business without dedicated HR support, you're carrying a risk you might not even see. Check our HR compliance checklist and find out where your business stands: na2.hubs.ly/H07ykWv0 #hrcompliance #hr #humanresources #hrchecklist
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We're hiring a CPP Payroll Administrator to join the Optima team in San Diego. If you have 5+ years of payroll experience, an active CPP certification, and you're ready for a team that puts you first, we'd love to hear from you. Apply here ⬇️ na2.hubs.ly/H07yr2J0
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A qualified candidate and the right candidate are not the same thing. Download our free Recruiting Guide to see how Optima finds candidates who are both: na2.hubs.ly/H077tV90 #recruitingguide #recruitinginsights #recruitingtips #HRservices
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Optima Office is proud to be a Bronze Sponsor of Cocktails for a Cure, an MS Society Fundraiser right here in San Diego. If you've been meaning to grab your ticket, now's the time! 🎟 tinyurl.com/cocktailsforacur… #cocktailsforacure #fundraiser #sandiego #sandiegoevents
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Jennifer Barnes breaks down how Optima Insights connects every platform your business runs on CRM, payroll, HR, timekeeping, invoicing... into one live dashboard your entire leadership team can access daily. Request your free demo this week: na2.hubs.ly/H077v0c0
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