Services

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 can include but are not limited to: original entry, month-end close, business projections and variance analysis.

Looking for help managing your receivables? Do you want to make sure that you are not overpaying your vendors? We can handle both A/R and A/P processes from beginning to end. By optimizing your accounts receivable process, we can ensure that your business is able to enjoy a reliable cash flow, that you’re getting paid on time and that your business is receiving the money it has earned. By managing your accounts payable process, we can ensure that vendors are paid only what they are owed on a timely basis. Let us handle the back-and-forth, and we will work to optimize your cash flow.

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.

We will work with you to develop a strategic business plan that takes into account your business’s entire roadmap to success. It will review your market, your competition, and your plan for capturing market share, as well as a financial projection of how that will work. It is truly a roadmap of where you have been and where you are heading. A strategic framework you can follow to strive towards accelerated growth and success. 

We will take a fine-toothed comb through your business’s cash flow statement, profit & loss and balance sheet to seek out as many opportunities for profitability and cost savings as possible. With over 25 years of expertise, we’ll use our knowledge of profitability combined with awareness of economic trends to recommend changes wherever and whenever it makes sense.

Planning for the future, and especially for unexpected events, can feel like a “To-Do” that you’d rather avoid. But this type of preparation will benefit you enormously down the road, and can offer extreme peace-of-mind once established. We will help walk you through the process to make sure you feel confident and encouraged by your succession plan.

There are so many strategies and lesser-known filing opportunities that a business owner can take advantage of throughout the tax year. With over 25 years of experience in providing tax advice and filing, we are confident we can provide you with top notch service in an effort to minimize your tax burden.

Taxes are often avoided or sped-through, but if you know how to plan expenses correctly, especially within your business, you may be surprised at the amount of money you can save! We excel at helping our clients to pay the least amount of tax necessary, and account for all of the benefits of a well-documented tax return. Partner with us to find out where you may be able to save money and reduce your income taxes.

We will work with you to build a risk management plan to safeguard against any legal and financial threats you may have overlooked, including the documentation of your income, tax preparation, hiring principles, employee benefits, and more. Many businesses incorporate in order to take advantage of the protections afforded, such as limited liability. But when the company fails to do the minimum required documentation, such as documenting corporate resolutions and shareholder meetings, you expose you and the other shareholders to significant potential risk. If someone is able to "pierce the corporate veil", the shareholders are once again exposed to unlimited liability. We provide non-legal guidance to help you secure the protection you anticipated.

Did you know that a large portion of business losses each year results from businesses failing to communicate expectations to employees and operations? In order to avoid the ramifications of high turnover or litigation, every business should implement an Employee Manual and Operations Manual. Documentation such as this enables the company to run more effectively and can also protect the company against litigation in the future.

If you don’t have reliable accounting software in place, you may be losing out on key tax deductions and possibly losing money due to ineffective procedures, both of which will hurt your bottom line. With years of experience, we can recommend and help you implement the best software for your accounting needs.