Services
Let's Make Your Life a Little Easier.
Accounting
Bookkeeping
Reconciliation of Accounts
QuickBooks Training & Support
Business Guidance
Business Planning
Financial Analysis
Tax Preparation
Tax Reduction Strategies
Year-end Tax Projections
Filing of Tax Returns
Coordinated Efforts
Payroll
Retirement Planning
Our Services
Accounting
Bookkeeping
Reconciliation of Accounts
QuickBooks Training & Support
Tax Preparation
Tax Reduction Strategies
Year-end Tax Projections
Filing of Tax Returns
Business Guidance
Business Planning
Financial Analysis
Coordinated Efforts
Payroll
Retirement Planning
Accounting Processes
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.
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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
Bookkeeping
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.
QuickBooks Training and Support
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.
Monthly Reconciliation & Strategic Analysis
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.
Business Planning
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.
Financial Analysis
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.
TAX PREPARATION & DOCUMENTATION
Payroll taxes, federal taxes, state taxes, … It can add up, and can cost you time and money if done incorrectly. Don’t let that hold you back - we will work with you to maximize your deductions and minimize your year-end tax bill in a streamlined and transparent process.
“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
Tax Preparation & Filing
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.
Tax Projection & Analysis
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.
Getting Started is As Easy as 1, 2, 3
It's as simple as...
1. Ask your questions | Bring any questions you have about bookkeeping and/or tax planning or any issues that impact your bottom-line profit.
2. Learn a strategic solution | We will provide real solutions & you can decide how to implement them. Our goal is provide you with answers and solutions you can use, with or without our help.
3. Walk away with value | Our goal is to provide you with information that you can use today & in the future. We believe that we can provide you with a very cost effective way to reduce your work, but whether you choose to use our services or not, we will make sure the time you spend on the call is valuable for you!
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Our
Philosophy
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Be Addicted
To Bettering Yourself
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Our Mission
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Taxes
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Our Perks
Simple
Secure
Personal
Effective
Customizable
Economical
Our Believes
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Case Studies
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