Skip to Content

Our Approach

Holistic Team

Empowering growth through expert, tailored accounting services

We want to become a true partner and extension of your team.

When we say we're a 'modern' firm,

we mean that we work a bit differentlY...

Traditional Approach
The 'traditional' approach does not meet the demands of a growth oriented business owner or non-profit organization. 

OUR APPROACH

OCFO stands apart from traditional accounting firms by being technology-driven and project-based. We leverage cutting-edge tools to deliver faster, smarter insights; price our services by the project to incentivize efficiency over hours; and pride ourselves on being proactive partners with clear, responsive communication.
Who We Serve

DISCOVER WHO WE SERVE IN THE COMMUNITY

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.
See Details

Non-Profit
Organizations

We are financial data experts who are grounded in the reality and trends of your organization, empowering you to make informed and smart decisions.
See Details

Don't just take our word for it.

SEE WHAT OUR CLIENTS SAY

“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

“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.

“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.

See the individual case studies for . . .

COMPANIES WE SERVE

Join Our Newsletter

Newsletter Sign Up
© 2026 OptimizedCFO
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram