Comprehensive services: it’s how we help Southern California’s communities and HOAs thrive.
At Optimum, we take care of the accounting and financial reporting so that you can rest confidently. We provide a variety of accounting and financial reporting services, including:
- Financial statements with summary report
- Manage cost centers and shared maintenance agreements
- Draft budgets for board approval
- Coordination of audits and tax preparation
- Digital online invoice approval processing
- Daily check processing
- Recommendations regarding limited-risk investments of reserve funds
- Assist with procuring bank loans
- Tailored financial training for board members
