• Outsourced Accounting and Advisory

    Most small scale businesses and non-profit organizations manage their finances by using the same data to make confidential decisions in the businesses which often is complex and more time-consuming. Optima believes that time is a key component that leads to profitability. We work in less time consuming procedures that would provide the organization more time to focus on profitability. That's the basis of Optima's Outsourced Accounting & Advisory Services. We take the responsibility of managing your accounting functions so you can use your time to focus on your organizational goals. We utilize the latest innovative technology solutions to provide the maximum assistance required in your organization or business.

    Our accounting services include:

    • Cost accounting
    • Sales and use tax planning
    • Payroll planning
    • Operating budgets
    • Internal control reviews
    • Technical journal entries
    • Accounts receivable/Accounts payable
    • General ledger management
    • Monthly closing
    • Financial reporting
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  • Financial Budgeting

    With the compressing credit market and the downturn in many industries, businesses need the proper financial budgets to serve as a tools to gauge the financial performance of their companies anually, monthly and even daily.

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  • State and Local Tax Services

    Working on state and local tax obligations is one of the most complex challenges that most businesses and financial heads face. Due to constantly changing rules & regulations, different compliance requirementations across multiple countries, its state boundaries and increasing revenue demand from cities and states, staying up-to-date on all tax obligations poses many obstacles. The tax professionals at Optima have extensive experience working with complex state and local tax issues to reduce your tax exposure and help eliminate the administrative burden of compliance. We work with a wide range of businesses and provide solutions that fit their unique business needs with unique taxation strategies. The skilled and experienced professionals at Optima keep records of the current ongoing changes in tax laws and regulations in a wide variety of jurisdictions in order to best serve our clients. Optima posess the best industry experience, knowledge, skills and the expertise to meet your needs.

    • State and Local Tax Services
    • Income tax
    • Sales & use tax
    • Business credits & incentives
    • Personal property tax
    • Tax controversy & dispute resolution
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