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How to Recognize if Your Business Needs a Chief Financial Officer,
and What to Do About It


Discover how hiring a fractional Chief Financial Officer (CFO) can propel your business toward greater financial clarity and strategic growth.

Download our guide to unlock the potential of fractional CFO services and ensure your business's financial health and scalability.

Learn how to assess whether your business needs strategic financial oversight

Learn how to select the right fractional CFO and integrate them into your operations

And understand why a full-time CFO might be more than you need and how a fractional CFO provides a cost-effective, flexible alternative offering specialized expertise for managing complex financial tasks.

See How We've Helped Others Succeed:

Awards - logo (32)

ISLE has worked with Optima’s accounting team for over a decade.  We consider Optima to be more than just a solid vendor, they are a trusted partner.  We have leaned heavily on Optima for a wide variety of needs including entry-level accounting projects, full-service general ledger management, and Fractional CFO talent.  The team always makes sure they have a clear understanding of our specific needs for every project/hire to ensure they place the perfect staff member to make sure we meet our accounting/finance objectives.  I strongly recommend Optima to anyone in need of contract accounting and financial support.

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Steve Mariucci

ISLE

Awards - logo (33)

We reached out to Optima Office after our CFO retired.  I’ve been extremely satisfied with their Outsourced CFO services. From the beginning, they have tailored their services to our business and adjusted their approach to accommodate our team. Patt and Vivian are stellar. They take initiative, are detailed oriented, and watch out for us like it was their business.  I highly recommend Optima Office.

Awards - logo (33)

Susan Morris

Advanced Business Learning, Inc.

Awards - logo (34)

Optima Office is very responsive and really paid attention to me, making me feel as though they were an extension of my own office. I truly appreciate the friendly guidance they provide, and they have helped me accomplish goals and identify issues that I wouldn’t have seen without them. Absolutely recommendation worthy!

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James Behmke

Behmke Innovation Group LLC

Awards - logo (35)

I wanted to express our gratitude for the exceptional support Optima Office has provided us. Your team's assistance has been invaluable during this critical phase of our growth. Thanks!

Awards - logo (35)

Triton Global Services, Inc.