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Let us start a conversation about your financial needs.

Get in Touch

Optima BI Solutions
19 Nussbaum Ave
Lakewood, NJ 08701

Phone: 732-523-4892
Email: [email protected]

Office Hours
Monday – Thursday: 9:00 AM – 6:00 PM
Friday: 9:00 AM – 2:00 PM

Schedule a Consultation

Whether you need support with a transaction, financial reporting, or strategic planning — we would love to hear from you.

Tell us about your business and what you are looking for. We will respond within one business day.

  • Financial Due Diligence inquiries
  • FP&A and reporting engagements
  • Fractional CFO services
  • General questions
Call Us: 732-523-4892

Serving Clients Nationwide

Based in Lakewood, NJ — working with businesses, business owners, buyers, and sellers across the United States.