Member Since 2017
Optima Office, Inc
Greater San Diego Area
Jennifer is the CEO & Founder of Optima Office, Inc, her second successful venture. She was able to grow her first company to over $6 million in revenue and 90 employees in just 6 years. Jennifer has a degree from the University of Arizona with a BA in Finance, Accounting and Marketing. She has an MBA from SDSU and completed the Becker CPA Courses. Career wise, Jennifer spent a dozen years as a consultant in the role as Controller or Director of Accounting for numerous companies and non-profits throughout San Diego. She was named in the top 40 under 40 business leaders in San Diego in 2018, was named 2017 Young Entrepreneur by San Diego's Chamber of Commerce and also listed as the most Influential Leader in 2016 by the Connected Women of Influence. Jennifer is a tenacious, kind and authentic business executive. Work life balance is very important to her, so she is adamant about her team having a flexible, friendly, and awesome place to work. Jennifer is married, has 7 nieces and nephews, loves spending time with friends & family and enjoys running on the beach and snowboarding.
The right accounting team can help leaders avoid fear-based decisions by adding transparency and facts to the equation.
Having the right people do the right tasks at their respective levels can free up much-needed cash.
For a nonprofit to survive long-term, it is imperative that it makes some of the same financial decisions as a for-profit company, and that includes managing its budgets effectively.
Like many business owners, you’re probably busy double-checking the difference between 1099 and W2 employees, considering how the new rulings will affect you and how best to make a seamless transition to W2 employees where necessary.
The experience of the CFO has to be based on the company's future goals and not simply what happened historically.
Remember, succession planning applies to unexpected emergencies in addition to retirement, so it's important to get started now.
An economic downturn may be your opportunity to thrive, but you still need to be strategic about your decision-making.
Take the time to strengthen your balance sheet to ensure you have the ability to get financial assistance from investors.
Remember, preparedness and prevention are the best medicine.
How can you prevent late payments from putting your business at risk?
Outsourcing has many benefits to help you weather a looming recession or streamline the production within your company.
Being "busy" doesn’t always necessarily mean productive.
You don’t want to be caught by surprise when the next recession happens.
Implementing internal controls lowers the risk of fraud, errors and inefficiency in your accounting department and company as a whole.
Believe in the product or service you are selling and its capacity to help others.
Finding ways to cut costs is important, though going with the cheapest option isn’t always the answer.
We are a team of accounting specialists who bring varying degrees of experience in every single industry, with most accounting softwares and to businesses of all sizes, from start-ups to $50+ million in revenues. We also specialize in servicing non-profits.