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.

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Optimize your finances.

Move your business 


We’re a modern strategic advisory firm specializing in providing financial analysis, forecasting, accounting, bookkeeping, and tax solutions.
Schedule a Meeting
How We Help



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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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.
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Business Process Outsourcing

We carefully track the funds that go in and out of your business and forecast future cash flows. This way we help you maintain enough cash to operate and plan for future payments.

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Who We Serve


growth oriented
business owners

When you partner with us, we will guide you to unlock your growth potential and gain control of your financial future.
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We are financial data experts who are grounded in the reality and trends of your organization, empowering you to make informed and smart decisions.
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Don't just take our word for it.


“Pete and his team are responsive and calm under pressure / large changes.” “I would highly recommend OCFO to any company looking to gain greater insight into their books and current financial health.”

Jeanna B.

“Everyone in the entire office is very helpful and quick to answer questions.” “The quality of service with OCFO has been great.”

Cameron P.

“Rebecca is easy to work with and responds to emails in a timely manner. When we have questions, she does a great job of explaining.” “We would highly recommend that other companies use OCFO for their accounting needs.”

Kaelob S.

“I have had great service; the staff is knowledgeable and are responsive to my questions.” “Glad I made the switch to OCFO!”

Lori N

“Stepping into a new CFO position, I highly expected a nonprofit with an interim CFO to have difficulty onboarding me and relaying the pulse of the organization. However, not only has Optimized provided professional and dedicated on-going support to the Boys & Girls Club of Columbia, but they were also able to on-board me as the new CFO to extent and depth of knowledge needed for this complex organization. They are flexible, experienced, and heart-centered. We highly recommend their awesome team. Specific shout out to Pete, thank you Pete for your professionalism, encouragement, patience, knowledge, and genuine care and support not only to our directors, but to our entire staff.”


“Rebecca has been amazing answering any questions that we have and provides great guidance on how to handle different accounting situations that may come up.”

Amy H.

“OCFO has helped our business by providing clarity and organization to help our leaders make wise and sustainable choices.” “Pete is the kind of accountant who feels so engaged and passionate about his work that he sometimes slips up and says ‘we’ when he’s talking about our business. Not all accountants are as involved in a level that they feel a part of what we’re doing, but OCFO is and we love that about you guys.”

Courtney M.

“Rebecca is absolutely one of a kind. With her easy-going nature, combined with a strong sense of accuracy, guidance, and support, she makes accounting fun!” “Overall our satisfaction rate is 100%+”

Betsy J.

“We could not love Rebecca or OCFO more!” “Rebecca is unbelievably talented and knowledgeable as an accountant, but my favorite part of working with her is that she is such a wonderful communicator.”

Megan S.

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