Michael Weiner Email & Phone Number

Chicago, Illinois, United States

Optimal Approach is a full service accounting firm, providing clients with services that span from bookkeeping to income tax return preparation.

Napa, California

Producing Self-Guided Wine Tours of Sonoma and Napa Valley. We select wineries based upon the ambiance of the winery, the quality of the wines and the experience provided to visitors. We work with closely with our clients to provide an unequaled level of service and satisfaction.

Chicago, IL

Managing the day to day operations of the company including, team building, financial management, process improvements, compliance and income tax filings.  Implemented an Employee Handbook. Reshaped the team to have the right people in the right seats providing greater support and financial growth.  Implemented an insurance license filing and review.

Chicago, IL

Managing the day to day operations of the company including, team building, financial management, job quoting, process improvements, government compliance, tax filings and customer satisfaction.  Implemented a production schedule to increase productivity and achieve deadlines. Developed a budget calculator to simplify the quoting process, provide.

Niles, Illinois

 Developed and implemented the company operations manual. Handle the month-end and year-end close, producing monthly financial statements. Provide an analysis of operating results, including variance analysis. Worked directly with the bank providing all necessary information in support of the financing line of credit. Work with the outside accounting.

Built dealership from the ground up driving significant improvements in gross profit, sales productivity and customer satisfaction over tenure. Led collaboration among Sales, Financing, Parts, Service and Accounting to ensure accurate financial reporting.  Supervisor to a 3 person accounting office for all accounting functions including A/P, A/R.

Expanded Operations from spec only to more profitable custom built homes. Conducted full-range Finance and Accounting activities, including Analysis, Financial Reporting, A/P, A/R, G/L, and Tax Compliance. Rigorous emphasis on cost control. Secured all required permits, inspections, building approvals, and closing documentation. Liaised closely liaised.

Quickly captured 3% of the Chicago market, including flagship client, ADP. Established and directed full-scope business operations for this HIPAA and Sarbanes-Oxley (SOX) compliant technical company, including Production, Marketing, Finance, Accounting, and HR. Recruited/trained 4 sales professionals and led Business Development efforts with strategic.

Built company into highly profitable operation providing 28% ROI at the time of its sale in 2002. Led 25 member staff across Business Development, Operations, Accounting, Forecasting, Sales and Marketing, and all HR functions. Strong emphasis on policy and process development, and scaling operations to maximize productivity while minimizing staff.  Drove.

A financial consulting firm serving companies and their high level executives. Implemented all of the back office accounting procedures required to run the company. Preparation of all financial information and tax filings. Developed an executive financial consulting program specifically for Helene Curtis.Provided seminar financial planning for.