Who we are
We serve as an extension of your team by preparing, reporting and maintaining various bookkeeping, financial statement and management activities to assist you in meeting your organizational objectives.
More About Us
Industry Leaders
With over 90 years of deep domain expertise in finance, banking and accounting our team provides comprehensive solutions for your small business, golf course, non-profit organization, and independent and private school district.
Strong financial management is the key to running a successful business. Regardless of your company’s size or years in business, our team’s expertise at Optimal Financial Solutions will assist you in identifying opportunities for improvement and growth.
Fractional CFO Consulting
By creating and reviewing budgets, balance sheets, income and cash flow statements our team can create your company’s profit analysis and identify trends to assist you with strategic planning in order to help build your company’s financial strength and growth potential. We will give you a clear picture of your company’s performance, and assist you with how to strategize effectively and to make informed decisions. Through our team’s experience and knowledge, you will possess a strong understanding of your company’s finances that will help your business thrive.
Budget Preparation and Presentation
An effective budget is not just a financial snapshot; it’s a dynamic tool that works in conjunction with business forecasting. Forecasting is about creating a roadmap for financial success which involves estimating future revenues and expenses based on historical data, market analysis and industry trends. Our team will align your budget with these projections, to prepare your business to survive economic downturns, seize opportunities and mitigate risks that could arise.
All presentations are customized to meet your company and board's specific requirements and expectations.
Bookkeeping and Bank Reconciliation
Our team can streamline all of your bookkeeping operations while reducing costs and providing you financial insight which will allow you more time to focus on business growth. We will also make tax season less stressful by helping you be better prepared.
Audit Preparation and Assistance
Our team will review previous audits to help better prepare your organization for successful future audits though maintaining organized records, updating policies and procedures and assisting in proper internal controls.
Board Presentations
Our team brings decades of board presentation experience. We effectively and efficiently tell the financial story of your business. Each board has unique needs shaped by your company’s operating environment and with that, we identify the key information to be included and we customize a crisp presentation to match your company’s marketing initiatives.
Compliance and Regulatory Adherence and Management
Each industry has unique regulatory compliance obligations. Our team’s banking and accounting expertise aligns us to assist you in maintaining your specific compliance requirements.
Payroll Management
Our team will streamline your payroll needs by onboarding and paying your staff quickly and efficiently while maintaining all legal and tax requirements.
Safety Audits
Our team will conduct your annual safety audit keeping your district in compliance with regulations.
Bond Underwriting
Coming Soon
And More
Industry veterans
Jimmy Ericson - Founder
Jimmy Ericson - Founder
Jimmy Ericson - Founder
Jimmy has over 30 years of diverse financial and accounting experience which includes overseeing complex financial preparation and processes, ensuring compliance with industry regulations, and providing strategic financial insights to both the private and public sectors. Jimmy also has over 15 years of deep domain expertise in golf course management and operations.
Diana Russell
Jimmy Ericson - Founder
Jimmy Ericson - Founder
With over 11 years in medical administration, 6 years specializing in government asset analysis and 5 years in public school administration, Diana brings a wealth of experience in managing complex operations and ensuring compliance across diverse sectors. Her background in both healthcare and government has equipped her with the skills to navigate challenging environments with a commitment to public service and community impact.
Andy Montgomery
Rebecca Burrell-Postar
Rebecca Burrell-Postar
Andy is an entrepreneur with more than 25 years of experience in banking and other industries that includes being the founder and CEO of a community bank and leadership positions in several other businesses with a focus on digital transformation. This background makes him uniquely qualified to understand what entrepreneurs and businesses of all types and sizes need to in order to take it to the next level.
Rebecca Burrell-Postar
Rebecca Burrell-Postar
Rebecca Burrell-Postar
Rebecca is a veteran banker with over 25 years of extensive experience including regulatory compliance, audit, commercial business analysis, and commercial lending for small and large financial institutions.
Our Clients
Independent & Private School Districts
Independent & Private School Districts
Independent & Private School Districts
The secret of change is to focus all of your energy not on fighting the old but on building the new.
Socrates
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Optimal Financial Solutions
Hours
Open today | 09:00 am – 05:00 pm |
