What Optima Office Inc does

Optima Office Inc is a private, woman-owned professional services firm founded in 2018 by Jennifer Barnes and headquartered in San Diego, California, with additional offices in Orange County and San Francisco. The company delivers outsourced accounting, fractional CFO, financial controller, bookkeeping, human resources, and recruiting services to more than 300 SMB and mid-market companies across the United States, organized around eight industry verticals including professional services, healthcare, nonprofit, manufacturing, real estate, IT, and construction. Revenue is generated primarily through professional-services engagements priced on a quote/custom basis tied to scope and seniority, complemented by a fixed-fee California Workplace Violence Protection Plan package at $950 and an hourly-plus-placement-fee recruiting model.

Name

Optima Office Inc

Legal name

Optima Office, Inc.

Website

https://optimaoffice.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

101–250 employees

Short description

Optima Office Inc is a woman-owned professional services firm delivering outsourced accounting, fractional CFO, controller, bookkeeping, HR, and recruiting services to 300-plus SMB and mid-market companies across eight industry verticals, augmented by its Optima Insights BI reporting platform.

Ownership category

akta.pro rank

Product category

Outsourced Accounting & Finance Services

NAICS

Human Resources Consulting Services (541612), Employment Placement Agencies and Executive Search Services (56131)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Data, Analytics & AI Consulting (BPAHAEAF)

Keywords

• Outsourced accounting services
• Fractional CFO services
• HR outsourcing
• Bookkeeping services
• Financial controller services

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Outsourced Accounting Services: Professional services revenue from providing outsourced accounting teams including fractional CFOs, controllers, staff accountants, and bookkeepers. Billed based on level of service and scope of engagement.
2. Outsourced Human Resource Services: HR consulting and management services including compliance, recruiting, employee relations, benefits administration, and policy development.
3. Recruiting Services: Specialized recruiting for accounting, HR, finance, and executive roles. Charged at hourly rate plus 10% placement fee with no exclusive contracts required.
4. Workplace Violence Prevention Plan (WVPP): One-time service package for California compliance including written policy, organizational responsibility, procedures, training, and recovery plans. Priced at $950.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

Core offering

Optima Office Inc provides outsourced accounting, finance, HR, and recruiting services to small and mid-market businesses across the United States. The firm delivers customized fractional CFO, controller, bookkeeping, HR, and recruiting teams through a five-point matching system, supplementing these services with Optima Insights, a proprietary reporting platform built on Power BI and Microsoft Fabric.

Product overview

Optima Office Inc offers a portfolio of outsourced accounting, financial, HR, and recruiting services delivered as a unified service offering rather than a software product. The core offering includes Optima Insights (a centralized data and executive reporting platform), Outsourced Accounting Services, Fractional CFO Services, Financial Controller Services, Bookkeeping Services, HR Services, Recruiting Services, and Workplace Violence Protection Plan compliance services. These services are delivered by a team of accounting and HR professionals and are offered to businesses across multiple industry verticals including professional services, healthcare, nonprofit, manufacturing, real estate, IT, construction, and general industries. The company serves over 300 companies nationally and operates from offices in San Diego, Orange County, and San Francisco.

Differentiator

Problem solved

Functional benefit

Brands

• Optima Insights: A centralized data and executive reporting platform designed to connect fragmented business systems including financial, operational, workforce, and marketing data. Developed internally using Power BI and Microsoft Fabric.

Products and services

• Outsourced Accounting Services Customized outsourced accounting services including budget and cash flow planning, forecasting, financial controls, transparent financial reporting, and business planning designed to increase efficiency, revenue, and profitability for small and mid-market businesses.
• Fractional CFO Services Strategic financial oversight, growth management, cash flow optimization, and fundraising or investor relations support delivered by experienced CFOs on a fractional basis for small and medium-sized enterprises typically between $1M-$10M in annual revenue.
• Financial Controller Services Expert financial leadership including overseeing and mentoring accounting teams, implementing financial systems and controls, coordinating with external CPAs, and preparing and analyzing financial statements for client organizations.
• Bookkeeping Services Flexible bookkeeping services including bank and credit card reconciliations, accounts payable and receivable management, monthly close and journal entries, and financial reporting for small and mid-market businesses.
• HR Services Human resources management services including compliance, employee relations, benefits administration, performance management, policy development, recruiting, and strategic HR planning for client organizations.
• Recruiting Services Specialized recruiting services for accounting, HR, finance, and executive roles, billed at an hourly rate plus a 10% placement fee with no exclusive contracts required.
• Workplace Violence Protection Plan (WVPP) California-compliant workplace violence prevention plan package priced at $950, including written policy, organizational responsibility, procedures and processes, employee and manager training, and recovery plans.
• Optima Insights A centralized data and executive reporting platform that connects fragmented business systems including financial, operational, workforce, and marketing data to provide real-time dashboards, automated data refreshes, and drill-down capabilities replacing manual spreadsheet reporting.

Quantifiable outcome

• Deploy fractional accounting team within 3-5 days
• +4 more outcomes

Named customers8 records

Segments8 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature2 records

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bench Accounting: Bench provides tech-enabled outsourced bookkeeping and accounting services for SMBs, directly competing with Optima's core bookkeeping and accounting offering. Both target small businesses needing financial visibility without full-time hires.
• Pilot.com: Pilot is a tech-enabled accounting, tax, and CFO services firm primarily serving startups and SMBs. It directly competes with Optima's fractional CFO and outsourced accounting services for the SMB/mid-market segment.
• 1800Accountant: 1800Accountant is a national outsourced accounting, bookkeeping, and tax services firm serving SMBs. It competes with Optima across core outsourced accounting and fractional CFO services for small businesses.
• Bookkeeper360: Bookkeeper360 provides outsourced bookkeeping, accounting, and fractional CFO services to SMBs, combining technology with human accountants. It is a direct competitor in the same outsourced accounting/CFO space as Optima.
• Botkeeper: Botkeeper combines AI/automation with human accountants to deliver outsourced bookkeeping and accounting at lower cost. It is a direct competitor to Optima's tech-enabled accounting services model.
• Ignite Spot Outsourcing: Ignite Spot provides outsourced bookkeeping, accounting, and CFO services for SMBs. It is a direct competitor in the same outsourced back-office financial services category.

Broad incumbents

• Insperity: Insperity is a large-scale PEO and HR services provider offering comprehensive HR, benefits, and payroll solutions to SMBs. It competes with Optima's HR services arm while serving a broader workforce management need.
• Justworks: Justworks is a PEO providing payroll, benefits, HR, and compliance services to SMBs. It is a broader incumbent competing with Optima's HR services offering while bringing a tech-platform model.
• Robert Half (Protiviti): Robert Half is a large staffing and consulting firm with finance/accounting consulting arms (including Protiviti). It is a broader incumbent offering fractional CFO, accounting consulting, and recruiting services overlapping with Optima's offerings.

Regional players

• Boulay Group: Boulay Group is a regional outsourced accounting and CFO advisory firm. While more regionally focused and potentially outside California, it represents the same fractional CFO/outsourced accounting model targeting SMBs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks3 records

Key highlights7 records

Customer concentration

• Xx.com/OptimaOffice
• YouTubeyoutube.com/channel/UCNVVPGORId2LF8YGCKw1eww
• Facebookfacebook.com/OptimaOffice
• LinkedInlinkedin.com/company/optimaoffice
• Instagraminstagram.com/optimaoffice_

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Optima Office Inc