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Give the Gift of Financial Insight

At Optima, new clients often get started with our Financial Assessment. For any new client you refer to us, we're offering a special discount. This service is typically valued at $2,500, but your referrals will receive a 40% discount if they book by 12/31/2023.

Learn more about our assessment below.

 

 
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How can a Financial Assessment optimize my business?

Let Optima guide you with expert budgeting, planning, and insightful financial reports.

The financial assessment, conducted by our CFOs and Controllers, examines your business for improvement opportunities and provides a list of recommended actions along with an implementation plan.

The Optima team is ready to help!

Call or email us: (858) 283-1234 or info@optimaoffice.com

Disclaimer: This offer is valid until 12/31/2023. Must book the service by 12/31/2023 and complete the assessment by 3/29/2024. Terms are subject to change at any time without notice.