About Us

about us

After years of experience supporting clients just like you, we’re passionate about bringing  creativity and big-picture vision to all of your accounting needs. 

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, 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", we are here to help create a win/win solution.

It all starts with a phone call.

Intro
Who We Are

With more than 20 years of experience we can deliver.

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What We Do

With more than 20 years of experience we can deliver.

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Our Process

With more than 20 years of experience we can deliver.

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Creating

Experiences

After 40 Years, It All Boils Down to Win/Win Relationships

Your success comes first every time.

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.

Whether you simply need someone to manage the bookkeeping for your business, someome to assist you with the filing of your tax returns or tax strategies to reduce your taxes, we are here to help. We are driven to bring positive change in whatever areas you need.

Innovation

We bring ideas to life by combining years of experiences of our very talented team.

Be Addicted

To Bettering

Yourself

With more than 20 years of experience we can deliver the best services cum soluta nobis est eligendi optio cumque nihil impedit quo minus id quod maxime placeat.

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We bring ideas to life by combining years of experiences of our very professional team.

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 owning & operating a high-tech metallurgical coatings company 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 happened, I was presented with an opportunity to return to public accounting, and share my business ownership experience with other business owners that could benefit from my knowledge, beyond accounting.

Returning to my roots, I am happy to be helping our clients with their bookkeeping needs with a degree of knowledge and experience that traditional bookkeepers, and most accountants, just don't have.

Due to my years of industry experience, I bring to the table an added perspective of being a business owner. I  understand the many challenges of operations from firsthand experience. Combining that knowledge with my accounting expertise, Optimal Approach is committed to providing an unparalleled level of service to our clients that need accounting, and/or tax support.

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Our Results

bright future

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Our Perks

Process

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Strategy

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Security

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Platform

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DON’T JUST TAKE OUR WORD FOR IT:

DON’T JUST TAKE OUR WORD FOR IT:

“I was very pleased with Michael’s advice and service. He was very thorough, responsive and a pleasure to work with!”

Karen Truong

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“I have worked with Michael for over 10 years. He is focused and brilliant at keeping me up to date on all the financial areas of my business that I do not have the time to keep up with. I give Michael my highest recommendation.”

Irwin C. Cohen

Irwin Cohen Group
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"I have worked with a number of accountants over the years and never has anyone taken the time to fully understand my business and personal finances to the degree that Michael has. Working with him was so easy (and even fun!) and I got my biggest refund I have ever received. I can't recommend him highly enough."

Ariana Anderson

Custom Clothing for All Genders
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“For many years I had dreamed, worked hard and finally achieved ownership. A dream actually came true. Walking around inside my shop the night before opening day with my family was a feeling of joy I just can't describe. On opening day I realized there was something I had not planned for.....I'm the owner! I am great at my job. I can plan, quote, execute and deliver on time with a profit. I found out very quickly accounting was not my area of expertise and was causing me, and those around me, a great deal of stress. I needed help! I reached out to Optimal Approach. My first conversation removed the stress and embarrassment I had felt for the disarray my books were in. Optimal Approach had brought me back to feeling like it was opening day and I have never looked back.”

J. Brad Morris

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"I contacted Michael this year for the first time because my tax situation had become more complex than previous years and I decided that I needed professional advice. When we first met to discuss solutions, Michael looked over the documents and mentioned that this was a first for him and from that moment he did not stop working to find the best solution for me to minimize my tax liability. It was very apparent that his attitude was positive throughout the whole process and he was genuinely trying to help me, as opposed to just going through the motions of producing a 1040 out of the information I gave him like I have experienced with other tax professionals. Michael even offered to personally pick up and send my documentation to the IRS on tax day because I was in a time crunch and the post office had a line of people through the door! I was very impressed with the experience and highly recommend Michael and Optimal Approach to anyone in need of professional tax services."

Yarden Lioz

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“Through my experience working with Michael, on both a personal level and for my clients, there has not been one instance where Michael did not go above and beyond as far as his tax consultation services go. Michael is extremely personable which makes conversations regarding taxes less daunting. I can confidently say that Michael doesn’t just prepare taxes; he helps minimize taxes and maximize returns. I can always count on Michael to respond in a timely fashion and appreciate his eager dedication in helping me and my clients.”

Michael Taborski

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Here is What Some of Our Clients Have To Say:

Testimonials

“Michael made my tax prep very easy this year, and it resulted in the best outcome I could have imagined. Michael developed an approach that saved me a lot more than I had expected. I would highly recommend working with Optimal Approach.”

Michael Macdonald

“I was very pleased with Michael’s advice and service. He was very thorough, responsive and a pleasure to work with!”

Karen Truong

“I have worked with Michael for over 10 years. He is focused and brilliant at keeping me up to date on all the financial areas of my business that I do not have the time to keep up with. I give Michael my highest recommendation.”

Irwin C. Cohen

"I have worked with a number of accountants over the years and never has anyone taken the time to fully understand my business and personal finances to the degree that Michael has. Working with him was so easy (and even fun!) and I got my biggest refund I have ever received. I can't recommend him highly enough."

Ariana Anderson

“Through my experience working with Michael, on both a personal level and for my clients, there has not been one instance where Michael did not go above and beyond as far as his tax consultation services go. Michael is extremely personable which makes conversations regarding taxes less daunting. I can confidently say that Michael doesn’t just prepare taxes; he helps minimize taxes and maximize returns. I can always count on Michael to respond in a timely fashion and appreciate his eager dedication in helping me and my clients.”

Michael Taborski

Reduce Your Headaches

and Your Taxes

moving forward

To learn more about our services and how they can benefit you, contact us to set up a no cost, no obligation interview.

best experience

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Services

Be Addicted
To Bettering Yourself

Taxes
Prepare Your Taxes

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Taxes Exclusions

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Investments
Wealth Management

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Financial Consulting

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