About Us
Bringing Personality & Experience to Your Financial Success
"I've walked miles and miles in the shoes of new business owners. My experience can benefit you too."
-Michael Weiner, CPA & President Optimal Approach
In addition to my 15 years working in the financial sector, I've also built and grown a vast array of businesses, ranging from document destruction, to high-tech metallurgical coatings, to running a web-based wine tour company and beyond. Throughout these years, I have learned what it takes to start, operate, and grow businesses across all different sectors, and have walked miles and miles in the shoes of a small business owner.
Whether you’re a new entrepreneur, a small business owner, or leader of a corporation, if you're looking for sound financial guidance that will keep you growing and "in the green", I am here to help create a win/win solution.
It all starts with a phone call.
After 40 Years, It All Boils Down to Win/Win Relationships
Through years of public accounting, financial advising, and business ownership, I have a deep understanding of the many challenges of business ownership operations from firsthand experience. When we work together, I use my experience to provide you with ideas for success in your business. A Win/Win relationship.
If only one person wins the relationship cannot last, and then both parties lose. I want you to reap the benefits, then we both win. I am highly motivated and certain I can bring positive change if you are looking for accounting support, tax reduction strategies, or business operation improvements.
The Unabridged Version of My Story
This story begins with me, Michael Weiner, President and Founder of Optimal Approach. I began my career in public accounting in 1980 with Price Waterhouse. After two years spent specializing in income tax preparation, I moved to a small local firm so I could learn more about the small business owner.
I wanted to learn how to best serve this type of business owner, not only with income tax strategies, but also how to maximize the growth of their business. I found that the best way to achieve growth was through a thorough review of the business’s present situation, followed by a strategic business plan for success.
I realized how much I enjoyed the planning process with my clients, so I began the firm of Weiner Associates to dedicate myself to providing full-service financial planning as well as accounting and tax services to my clients. After ten years of successfully running Weiner Associates, one of my clients invited me to serve as the President of a new company that he was forming. I recognized this as a great opportunity to learn about business from the owner’s perspective.
After experiencing the inner workings of that business, I was committed, and spent the next 25 years owning and operating several different businesses across a variety of industries. I looked for opportunities in the market, and started businesses that made sense for growth and that sparked my intrigue, learning many valuable lessons in the process. My industry experience has been vast, ranging from document destruction, to high-tech metallurgical coatings, to running a web-based wine tour company. I even owned a Cold Stone Creamery at one point, which taught me the advantages, disadvantages, and “watch out for’s” of becoming a franchisee.
Throughout these years, I learned so many lessons about what it takes to start, operate, and grow businesses across all different sectors, and have walked miles and miles in the shoes of a small business owner.
When COVID-19 began in 2019, I was presented with an opportunity to return to public accounting to share some of this wisdom and help businesses that needed support and growth.
Returning to my roots, I am happy to once again be helping my clients implement tax reduction strategies and properly account for their business.
This time around, I bring to the table an added perspective of being a business owner and understanding the many challenges of operations from firsthand experience. Combining that knowledge with my accounting expertise, I am highly motivated and certain I can bring positive change to anyone looking for accounting, tax, or business operation support.
Winning At Finances is as Easy as 1, 2, 3
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DON’T JUST TAKE OUR WORD FOR IT:
Reduce Your Headaches
and Your Taxes
To learn more about our services and how they can benefit you, contact us to set up a no cost, no obligation interview.
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