Insights

Growing SMBs Optima Office serves 300 nationwide small to mid-sized companies with outsourced finance, accounting, and HR services, indicating strong potential cross-sell of CFO, controller, and payroll/HR outsourcing to similar firms in need of scalable finance support.

Financial Oversight Need The description emphasizes struggles with inconsistent bookkeeping, late financial statements, and lack of strategic financial oversight, presenting a clear opportunity to position Optima Office as a turnkey solution for improving cash flow management, reporting cadence, and strategic planning.

Technology Stack Utilizes QuickBooks Online, ADP, Paylocity, Zoho, and other software, suggesting opportunities to upsell integrations, automation, and data-driven dashboards to enhance clients’ financial and HR workflows.

Recognition & Growth Recent Inc. 5000 inclusion and Best Places to Work awards signal credibility and a growth story, which can be used to engage potential clients seeking reliable, award-winning outsourcing partners and to target companies in expanding growth phases.

Leadership Focus Founder and CEO Jennifer Barnes has been recognized as a business leader finalist, indicating strong leadership and strategic vision to potential clients seeking experienced governance and scalable service delivery from a woman-owned firm.

Optima Office, Inc. Tech Stack

Optima Office, Inc. uses 8 technology products and services including Quickbooks Online, Criteo, WordPress, and more. Explore Optima Office, Inc.'s tech stack below.

Quickbooks Online

Accounting

Criteo

Advertising

WordPress

Content Management System

Zoho

Customer Relationship Management

Microsoft 365

ADP

Human Resource Management System

Paylocity

Recruitment Marketing

Piwik PRO Core

Web Analytics

Optima Office, Inc. Email Formats	Example	Percentage
First.Last@optimaoffice.com	John.Doe@optimaoffice.com	99%
First.Middle@optimaoffice.com	John.Michael@optimaoffice.com	1%

Optima Office, Inc. Email Formats

Example

Percentage

First.Last@optimaoffice.com

John.Doe@optimaoffice.com

99%

First.Middle@optimaoffice.com

John.Michael@optimaoffice.com

Frequently Asked Questions

What is Optima Office, Inc.'s phone number?

You can contact Optima Office, Inc.'s main corporate office by phone at

+1-858-283-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Optima Office, Inc.'s official website and social media links?

Optima Office, Inc.'s official website is optimaoffice.com and has social profiles on LinkedIn.

How much revenue does Optima Office, Inc. generate?

As of August 2026, Optima Office, Inc.'s annual revenue is estimated to be $100M - $250M.

What is Optima Office, Inc.'s NAICS code?

Optima Office, Inc.'s NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does Optima Office, Inc. have currently?

As of August 2026, Optima Office, Inc. has approximately 105 employees across 3 continents, including North America, Europe and South America. Key team members include Chief Financial Officer: R. C., Director Of Accounting: B. P. and Director Of Accounting: E. B. Explore Optima Office, Inc.'s employee directory with LeadIQ.

What industry does Optima Office, Inc. belong to?

Optima Office, Inc. operates in the Business Consulting and Services industry.

What technology does Optima Office, Inc. use?

Optima Office, Inc.'s tech stack includes Quickbooks Online, Criteo, WordPress, Zoho, Microsoft 365, ADP, Paylocity and Piwik PRO Core.

What is Optima Office, Inc.'s email format?

Optima Office, Inc.'s email format typically follows the pattern of First.Last@optimaoffice.com. Find more Optima Office, Inc. email formats with LeadIQ.

When was Optima Office, Inc. founded?

Optima Office, Inc. was founded in 2018.

Optima Office, Inc.

Q: What is Optima Office, Inc.'s official website and social media links?

Optima Office, Inc.'s official website is optimaoffice.com. Optima Office, Inc. has social profiles on LinkedIn.

Q: How many employees does Optima Office, Inc. have currently?

Optima Office, Inc. has approximately 105 employees.

Q: What technology does Optima Office, Inc. use?

Optima Office, Inc.'s tech stack includes Cloudflare Bot Management, Oracle Primavera P6 Enterprise Project Portfolio Management, AppFolio, Rippling, Typeform.

Q: What is Optima Office, Inc.'s NAICS code?

Optima Office, Inc.'s NAICS code is 5416 (Management, Scientific, and Technical Consulting Services).

Business Consulting and ServicesCalifornia, United States51-200 Employees

Optima Office, Inc. is a woman-owned firm operating in the business consulting and services sector, based in San Diego, California. The company provides outsourced finance, accounting, and human resource services, including CFO, controller, bookkeeping, and related support, to a nationwide client base. Its service model emphasizes flexible, on-site or remote engagement and the ability to scale teams to match client needs, addressing issues such as inconsistent bookkeeping, insufficient strategic financial oversight, and delayed financial statements that can affect growth and profitability. Optima Office positions itself as a partner focused on long-term client success, offering professional staff who aim to deliver reliable and efficient service across financial management and HR functions.

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