Business Guidance

Are you starting a new business, or do need to provide a business plan to your bank for needed funding ... or do you just need a good plan of growth for your business. Whatever your reason, it is important to have a well structured business plan that takes into account the entire picture, including your business goals, financial income, debt, forecasted taxes, along with many other facets of a healthy business. With a formalized business plan, every company has a much greater chance at both success and accelerated growth.

“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

Schedule Your Initial Consultation Today!

Strategic Financial Advisory

Business Planning

PLANNING FOR THE FUTURE AND THE UNEXPECTED

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.

Strategic Financial Advisory

Financial Analysis

STRATEGIES TO REDUCE COSTS & IMPROVE PROFITABILITY

We will take a detailed look at your business’s cash flow, 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 to recommend changes wherever and whenever it makes sense.

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

Business Guidance

Business Planning

Financial 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

optimal

approach