FINANCE & ACCOUNTING
Accounts payable, accounts receivable, billing, cash application, reconciliations, close support, project accounting, management reporting, and financial analysis.
Operate Smarter. Scale Faster.
Build Your Offshore Operation the Right Way.
Optellis helps agencies build more efficient and scalable operations by combining experienced agency leadership, high-quality global talent, automation, and disciplined execution.
We help you identify what to offshore, what to automate, and what to improve — then build the right team, measure performance, and expand what works.
Start a ConversationSTART WITH THE WORK. BUILD THE RIGHT TEAM.
A smarter approach to offshore execution.
Successful offshoring starts with understanding the work.
Optellis brings an operator’s perspective to every engagement. We work with your team to identify the right activities to offshore, uncover opportunities for automation and process improvement, think through the processes and controls surrounding the work, and build a team designed to perform.
Then we measure the results and build on what works.
Agency experience.
Practical judgment.
Disciplined execution.
Practical judgment.
Disciplined execution.
BUILT BY AN AGENCY CFOExperience that
Experience that
shapes how we work.
Agency experience.
Practical judgment.
Disciplined execution.
Practical judgment.
Disciplined execution.
Optellis was founded by Allen Kang, a former agency CFO with decades of experience across media, creative, production, and specialized agencies — from entrepreneurial firms to large global organizations.
Having managed agency finance organizations firsthand, Allen understands the pressures agency leaders face: protecting margins, managing fluctuating workloads, controlling costs, improving processes, and continually finding ways to operate more efficiently.
That experience shapes the Optellis approach — from determining what should move offshore and what can be automated, to thinking through processes, controls, performance expectations, and the longer-term operating model.
Agency experience. Practical judgment. Disciplined execution.
THE OPTELLIS APPROACH
A Practical Path Forward
You don’t need to redesign your entire organization before getting started.
Optellis helps identify the right place to begin, builds the processes and controls needed to support the transition, measures performance, and uses those results to guide what comes next.
Start with the right opportunities. Execute with discipline. Measure the results. Expand what works.
- 01
IDENTIFY
AutomationFind the right opportunities.
Work with your team to understand the work and identify which activities are best suited for offshore delivery, automation, process improvement — or a combination of the three. Establish current performance and identify important process and control considerations.
- 02
DESIGN
AutomationDesign the right solution.
Determine how the work should be performed going forward. Define responsibilities, workflows, automation opportunities, service expectations, and the controls needed to support effective execution.
- 03
BUILD
Put the right team in place.
Recruit talent with the skills and experience required for the work, establish clear responsibilities, and prepare the offshore operation for transition.
- 04
TRANSITION
Move the work with discipline.
Transfer knowledge and responsibilities in controlled stages, with clear ownership and performance expectations throughout the transition.
- 05
MEASURE
Make sure it’s working.
Compare performance with the existing operation using agreed measures such as productivity, accuracy, timeliness, quality, and cost.
The goal isn’t simply to move work offshore. The new operating model should perform as well as the previous model — or better.
- 06
EXPAND
AutomationBuild on what works.
Use measured results and operating experience to identify the next opportunities to offshore, automate, or improve — continuously building a more efficient and scalable back-office operation.
Then repeat the cycle.
EXPAND IDENTIFY
IDENTIFY THE NEXT OPPORTUNITY
BUILT WITH CONTROLS IN MIND
Offshore the Work. Not the Control.
Moving finance activities offshore shouldn’t mean giving up financial control.
Optellis considers system access, segregation of duties, approval authority, exception handling, vendor-master changes, payment authorization, and other relevant controls as part of designing the offshore workflow.
Responsibilities are clearly defined so the offshore team can operate efficiently while appropriate approvals and authority remain with the client.
BUILT FOR AGENCY OPERATIONS
Start where it makes sense. Expand from there.
Agency operations are complex. The right offshore model depends on your workflows, systems, clients, organization, and objectives.
Optellis helps identify where offshore talent, automation, and better processes can have the greatest impact.
MEDIA FINANCE & OPERATIONS
Campaign reconciliation, media finance, client reporting, billing support, and other high-volume media workflows.
PRODUCTION & CLIENT OPERATIONS
Production finance support, project administration, client reporting, and other process-intensive activities.
BUSINESS OPERATIONS
Administrative, analytical, and operational activities that can be standardized, automated, or effectively delivered by a global team.
MORE THAN LABOR ARBITRAGE
Build a better process — not just a lower-cost one.
Moving work offshore creates an opportunity to rethink how that work gets done.
Optellis looks for opportunities to simplify workflows, eliminate unnecessary steps, standardize processes, and introduce automation and AI where they can improve performance.
Sometimes the right answer is offshore talent. Sometimes it’s automation. Often, it’s a combination of both.
The objective is not simply a lower-cost back office.
It’s a better-performing one.
WHY OPTELLIS
Built by an agency operator. Designed for long-term partnership.
AGENCY CFO PERSPECTIVE
Firsthand agency finance and operating experience helps clients make practical decisions about what to offshore, what to automate, and how to make the transition work.
HIGH-QUALITY GLOBAL TALENT
Access to skilled professionals in the Philippines capable of supporting sophisticated agency finance and business operations.
CONTROLS MINDSET
Processes are designed with responsibilities, system access, approvals, and appropriate financial controls in mind.
PERFORMANCE FOCUS
Success is measured by how well the work gets done — not simply by how many positions move offshore.
AUTOMATION & CONTINUOUS IMPROVEMENT
We continually look for opportunities to offshore, automate, simplify, and improve as the relationship develops.
START A CONVERSATION
Ready to Explore What Could Move Offshore?
You don’t need to have the entire roadmap figured out.
Tell us a little about your organization and what you’re trying to accomplish. We’ll start with a conversation about where Optellis might be able to help.