Just so our readers can get to know you a little better, can you please give us a little background on who you are?
After growing up in Las Vegas and finishing my bachelor’s degree in marketing and finance from the University of Arizona, I moved straight to San Diego, never looking back. I spent a dozen years in the accounting field, moving my way up into a Controller position before I founded my first company. Within a few years, we were one of the fastest growing companies in San Diego and even earned a position in the Inc. 5000. Everything was going great until I realized what a terrible marriage I was in with my business partners. Things got tough, the journey was brutal, but here I am three years later, stronger and happier than ever. My second firm is going into its fourth year in business and we are even bigger and better than my first company. I’m a glass half full kind of person, an optimist who wants to help others and achieve great things. I’m happily married and live a good life. I love to snowboard, jog on the beach, hang out with friends and family and my favorite place to vacation is Kauai.
What can you tell us about Optima Office?
Optima provides fractional CFO, COO, Controller and Human Resource services, along with bookkeeping and operational accounting support. We bill by the hour and only as needed, both ongoing and project work on an onsite or remote basis. We love to support non-profits, start-ups and seasoned business, both small and large. Our attention to building relationships with kindness and care has helped us to solidify the strong reputation we have today.
What makes Optima Office different from other firms?
Optima’s vision is to have the highest retention with both clients and staff in the industry. We care deeply about keeping our staff happy and therefore giving our clients a team who loves what they do. Hiring the best and brightest accounting and human resource staff there is allows us to gain an edge on the competition. We also pride ourselves on being flexible and creating solutions that are incredibly personalized to each and every business. There is no one size fits all at Optima. There never has been, and there never will be.
Who do you know at Primary Funding? How did that relationship come about?
I’ve known the team at Primary Funding for years. I believe I met Jason Severson at least 10 years ago when I was still employed as a Controller at a competitor of Optima’s. The relationship grew and I am now well networked with at least a half a dozen of their team members. When a company can’t get traditional or quick financing, we send them to our trusted friends at Primary Funding.
If someone wants to learn more about your services, what should they do?
Call or email me personally! Although we have 80 employees and over 200 clients, I still want to talk with each of our incoming clients and understand their business. I carefully select a team of people, or just one individual from Optima to become their new accounting, operations or HR team.
Our website is: www.optimaoffice.com
My email is: Jennifer@optimaoffice.com
Our office line is: 858-283-1234