Accounting

Too often, business owners spend too much time working in their business rather than on their business. If you are still managing your own books and would like to outsource that task, we’ve got you covered. We will professionally manage all of your bookkeeping needs to make sure the expenses are properly tracked and recorded to maximize your income tax deductions at year end. In addition, having your bookkeeping done by an accounting firm, rather than a bookkeeping company means that your expenses will be handled by a person that is skilled in accounting and will be reviewing your expenses for reasonableness as well as accuracy. Let us handle the complexities that go into a robust accounting process, and you can get back to managing the rest of your business.

“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

Schedule Your Initial Consultation Today!

Accounting Processes

Bookkeeping

REVIEW & RECORD FINANCIAL TRANSACTIONS

Handling your own books? Short staffed? Resistant to hiring a full time bookkeeper? You can count on Optimal Approach to handle your bookkeeping and keep your accounting processes streamlined and lucrative. We provide weekly, semi-weekly or monthly bookkeeping and accounting services that will meet your needs.

Accounting Processes

QuickBooks Training and Support

OPTIMIZE CASH FLOW AND REDUCE BAD DEBT

I believe that QuickBooks Online is the easiest way to coordinate you accounting with your accountant. If you need help using QuickBooks so that you can reduce your accounting cost, I am here to help.

Accounting Processes

Monthly Reconciliation & Strategic Analysis

STRATEGIC ANALYSIS & RECONCILIATION OF ALL ACCOUNTS

Each month it is important to reconcile your accounts and make sure everything is accurate. But your financial picture goes beyond accuracy. Just as you go to a doctor for a preventative check-up, your finances should be receiving a check-up as well to ensure your business stays as healthy as possible. We can provide reconciliation as well as a holistic analysis to make sure nothing is falling through the cracks. Working with you to perform a strategic analyses, you can rest assured that your business is primed for success and continual growth.

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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Winning At Finances is as Easy as 1, 2, 3

Schedule Your Initial Consultation Today!

optimal

approach

Accounting

Bookkeeping

QuickBooks Training and Support

Monthly Reconciliation & Strategic Analysis

“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

Ariana Anderson

J. Brad Morris

Yarden Lioz

Michael Taborski

Winning At Finances is as Easy as 1, 2, 3

Ask Your Questions

Learn a Strategic Solution

Walk Away With Value

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approach