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At Opti-Consulting we have been guiding and coaching business managers and leaders to meet or exceed their goals and objectives since 1991. Our leadership team and management consultants have over 141 years of combined senior and executive experience to serve you [you noticed that was combined, right?]. Solving your business challenges effectively is our passion and our expertise.

From small businesses to global enterprises, no project is too big or too small, too complex or too simple. From hands-on delivery to strategic planning sessions, we are flexible and responsive to your needs. We customize our services to meet your needs and your budget. Whether you are facing exponential growth or difficult challenges, we work with you to find solutions that fit, and that optimize your business.

And, if you are not quite sure of your needs or how to identify or prioritize your goals, we can lend a hand to guide you through developing your company's Opti-MetricsSM. This is an invaluable tool for today and for years to come, and remarkably affordable. We have developed a suite of Opti-ToolsSM to provide solutions that fit your business.

We are headquartered in the San Francisco Bay Area and we also have exceptionl talent in several metro areas including Boston, Los Angeles, New York, and Savannah. As well, we take full advantange of today's cutting edge technologies, delivering solutions both on-site and online. All of our consultants and staff are bound by Opti-EthicsSM, our own code of professional conduct, confidentiality, and ethics. We take your business seriously, and we are honored to facilitate your company’s development and growth. For a taste of our successes, don't just take our word for it, take a look at a few of our testimonials.

Our successes involve significant functions and specialties including:

  • Strategic planning and business plans

  • Innovative project management and project controls

  • IT management, conversions, and website development

  • Organizational structure, workflow and mapping

  • Business development, sales, marketing, branding and integration

  • Custom webmail, newsletters and direct marketing

  • Proposals, negotiations, contracts, and funding development

  • Client services and relationship management

  • Deploying resolution and negotiating teams

  • Full spectrum of financial services and accounting

  • From basic to complex, multi-year, multi-tiered budgets

  • Securing and leveraging funds

  • Modeling, forecasting, costing, and reporting

  • Revenue analysis and cost containment

  • Payment processing, POS, A/R and A/P

  • Cash management and optimizing credit

  • Policy development and technical manuals

  • Process improvements and change management

  • Risk, internal controls, audits, and compliance

  • Quality assurance, ISO and EVM

  • Surveys, analysis and assessments

  • Procurement, bid/award, RFP/RFQ, DBE, BPO, and supply chain

  • Mission statements and speech writing

  • Developing or refining business goals and objectives

  • Conceptualizing and implementing essential metrics

  • Advertising, public relations and corporate communications

  • Curriculum development and nationwide training

  • Webcasts, podcasts, video production and distribution

  • Certifications, licensing, and continuing ed

  • Relocation, logistics, and real estate

  • Facilites management, fleet services and fixed asset inventories

  • Environmental footprint and offsets

  • Community outreach and social responsibility

  • Engineering, design, construction and fabrication

  • Conferences, trade shows, events, and team building

  • Human resources and succession planning

  • Talent acquisition and on boarding

  • Compensation plans and comprehensive payroll

  • Benefits selection and administration

  • Business continuity and recovery

  • Non profit development and compliance


We have achieved exceptional results in several sectors, these include: accounting, advertising, aerospace, alternative energy, banking, conferences, construction, culinary, education, engineering, environmental, financial services, graphic arts, greening and green building, healthcare, high tech, hospitality, human resources, grocery, local, regional and federal government, IT, logisitcs, medical, military, non-profit, performance arts and production, optics, professional services, project management, real estate, research, retail, SaaS, securities, supply chain, techology, training, transportation, and website design and development.

We utilize the latest technologies fully and we work with clients nationwide, on-site and online. We are looking forward to working with you on your next project.
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