Optima Office

When one of our most experienced controllers told Jennifer she was thinking about retirement, Jennifer’s response wasn’t “When’s your last day?” It was “What would make you want to stay?”

That conversation led to a flexitirement arrangement, reduced hours, no management responsibilities, pure client work she loved.

She’s still with us. And Optima retained 25 years of institutional knowledge that would have walked out the door.

In her latest guest article for Strategic CHRO 360, Jennifer Barnes shares what flexitirement actually looks like in practice, why it’s not just good HR but good business, and how to make it work inside your organization.

Read the full article:

An Alternative To All That’s Lost With Valued Talent Retirements - StrategicCHRO360 ‘Flexitirement’ isn't just good HR—it's good business.

California employee break laws are among the most strictly enforced in the entire country, and employees have up to 3 years to file a claim for violations.

For small and mid-sized businesses in Southern California, that's a real and costly risk.

One missed meal or rest break triggers an additional hour of pay per employee, per day.

Multiply that across a team over months, and the liability adds up fast.

We just published a full 2026 compliance guide covering everything you need to know: meal break timing, rest break rules, waiver conditions, bathroom break laws, industry exceptions, and the financial penalties for getting it wrong.

Read it here: https://na2.hubs.ly/H06MZ110

All aboard! 🚢💙

The Optima team hit the water for a team cruise, and it was exactly the kind of afternoon we needed. Good vibes, great people, and a well-deserved break for a team that shows up every single day.

This is what Happy Staff = Happy Clients looks like.

Proud to have sponsored the Somali-American Soccer Tournament 2026! ⚽💙

Last week, we had the honor of supporting our client, the Somali Bantu Association of America, at their Championship Banquet & Awards Night, an incredible evening celebrating sportsmanship, community, and cultural pride right here in San Diego.

Congratulations to all the players, organizers, and everyone who made this night so special. 🏆

Financial reporting dashboards cut reporting cycles by 30% and improve forecasting accuracy by 25%, and in 2026, they’re no longer just for enterprise companies.

If your leadership team is still waiting until the 15th of the month to know whether last month’s cash flow was positive, that’s the gap these tools are built to close.

We just published a full guide on financial reporting dashboards: what they are, which KPIs to track, how to implement one, and why growing businesses in the $3M–$15M range can’t afford to skip this anymore.

Read it here: https://na2.hubs.ly/H06FSYR0

Looking for an accounting role with real ownership and real impact?

One of our clients is hiring an Assistant Controller in El Cajon, CA: a hands-on leadership role overseeing the full accounting function, managing a team, and driving financial operations in a fast-growing distribution company.

Requirements: 5+ years of accounting experience, Microsoft Dynamics 365 Business Central proficiency, and proven month-end close ownership.

See full details and apply here: https://na2.hubs.ly/H06FNdZ0

When was the last time you actually looked at your balance sheet?

Your P&L tells you what happened. Your balance sheet tells you whether it's accurate. Most business owners only check one of the two.

If you're not sure your books are telling you the full story, let's talk: https://na2.hubs.ly/H06FMhz0

Optima Office is proud to be recognized as a San Diego Business Impact Honoree by the San Diego Regional Economic Development Corporation and JPMorganChase for our dedication to meaningful growth, job creation, and building a stronger future here in San Diego.

Congratulations to our fellow honorees making an impact across our region: we’re proud to be in such great company and may the top companies win! 🏆

Join us July 23 for a celebration and awards presentation: https://na2.hubs.ly/H06yWjv0