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:
- Financial advisory investment firms
- Wealth management firms
- Insurance Companies
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:
- Compensation planning and bonus formulas
- Business entity selection
- Retirement and pretax benefits planning
- Business valuation
- Purchase and sale of your practice or business including owner transition
- Buy-in and buy-out planning
- Bookkeeping and payroll services
- Deferred compensation planning
- Tax planning and preparation - business and personal
- Audits, reviews, and compilations of financial statements
- Internal control and operations reviews
- Review of potential fraud allegations
- Estate, trust, and gift planning
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.
