Accounting for

Financial Services

We Understand You

As a professional services firm in the industry ourselves, Olsen Thielen understands the unique needs and areas of concern that our financial service clients face. You need advisors with the experience and resources you can rely on to offer timely, proactive advice on important issues to keep your organization compliant, competitive, and efficient. Our clients appreciate the fact that we are large enough to provide them with full-service expertise, yet small enough to provide them with timely, personalized service. Olsen Thielen serves a diverse set of financial service firms, including:

Assessing Financial Well-Being for Businesses
With Julie Walker

Services for Service Providers

We provide a broad range of services for financial service and advisory investment firms including, but not limited to, accounting, audit, tax, business management, and consulting services. We understand that many things make the financial industry unique and our professionals work with you to understand your goals and then develop and implement strategies to help achieve them.  Some of the specialized services we offer are:

Some of the specialized services we offer are:

Contact a Specialist

Our clients look to Olsen Thielen professionals as trusted, strategic partners who have a deep knowledge of their business and priorities. We want to be an extension of your team. Together, we help you navigate today’s challenges and prepare you for a confident and successful future.

Articles & News

Misclassifying employees as independent contractors can result in expensive consequences if the IRS reclassifies them. But determining if a worker is a contractor or an employee can be complex.
If you or your employees are heading out of town on a business trip this summer, it’s important to understand the travel deduction tax rules. To qualify, the trip must be necessary for business purposes and require an overnight stay within the U.S.
As a small business owner, you might hesitate to establish a retirement plan due to the administrative complexities involved. However, there are two retirement plans worth considering that come with fewer requirements than traditional qualified retirement plans.
We Value Your Privacy

This site may use cookies to store information on your computer. Some are essential to make our site work and others to improve the user experience. By using this site, you consent to the placement of these cookies and accept our privacy policy.