Optimize Your Finances.
Move your Business Forward.
We’re a modern strategic advisory firm specializing in providing financial analysis, forecasting, accounting, bookkeeping, and tax solutions.
Schedule a consultationOptimize your finances.
Move your business
forward.
You’re here to make an impact—not manage balance sheets. From mission-driven nonprofits to fast-moving businesses, we’ve got the financial side covered.
Move ForwardHow We Help
DISCOVER THE OPTIMIZED CFO DIFFERENCE
cfo services
Benefit from the expertise of a CFO without paying a full-time salary. We bring you a CFO on a fractional basis to oversee your financial strategy and manage special projects tailored to your company’s goals.
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controller services
We’ll create the financial models necessary to build your annual budget and forecast and offer help in determining key assumptions necessary to accomplish your business goals. We’ll provide monthly reports including the variance analysis so you can keep the business on track.
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ACCOUNTING services
Use financial statements to spot trends, growth opportunities and risks. We offer monthly financial statement preparation. We develop balance sheets, income statements, statements of cash flows, and budget variance reports.
See DetailsWhat makes us different?
We’re a modern strategic advisory firm specializing in providing financial analysis, forecasting, and accounting solutions.
Strategic + personalized
Financial clarity without the jargon
A full team – not a solo act
Fun, friendly, and professional
Core Values
our values are at the root of our approach
Clarity
We provide what you want, when you need it, how you want it.
Camaraderie
We blend professionalism and a touch of fun, making every interaction enjoyable and meaningful.
Continuous Improvement
We’re all about getting better at what we do and rolling with the punches as things change.
ARE YOU OPTIMIZED?
Oftentimes, businesses aren't aware that they have a problem. Below are some signs that your back office accounting may NOT be fully optimized. If you answer yes to any of the below, you may be a good candidate for Optimized CFO & Controller Services LLC.
1
FINDING TIME
It is the 25th of the month before you get the prior month statements. Furthermore, it is even later, if ever, before you review them.
2
FINDING ANSWERS
Bankers or other creditors question some of your accounts, and you cannot explain or answer.
3
REVIEWING STATEMENTS
You don't feel that your company benefits from the time spent reviewing the financial statements.
4
DAY-TO-DAY
Your bookkeeper is overwhelmed with the day-to-day entry. So much that they're working overtime, living on coffee, and getting more stressed every day.
What We Offer
At OCFO, we tailor our services to support your organization’s unique financial goals—whether you’re a scaling business or a purpose-driven nonprofit.
core services:
Accounting Services: Clean, accurate, and efficient accounting support with as much or as little involvement as you need.
Controller Services: Expert guidance to improve operations, manage cash flow, and support internal teams.
CFO Services: Expert guidance to improve operations, manage cash flow, and support internal teams.
Every engagement is built to fit. No templates. No cookie-cutter playbooks.
Why It Matters
Working with us means more than just balancing books—it’s about empowering your next step.
Top Benefits:
More Time: Focus on growing your business or delivering your mission.
Financial Clarity: Understand your numbers—and what they mean for the future.
A Full Team Behind You: Gain support from multiple experts—not just one solo provider.
No Jargon, Just Insight: We make complex financials simple and actionable.
Right-Sized Support: We meet you where you are, then help you scale.
Genuinely Enjoyable People: Professional, collaborative, and honestly… kind of fun.