Welcome to our firm, J Mark Olson CPA Inc and Olson Consulting. We refer to our firm with two names, because we offer traditional CPA services such as tax and audit and management consulting services for our larger corporate clients. Our website offers many useful tools and we invite you take advantage of them. Our site provides clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
Our mission is to provide our clients with outstanding audit, tax and advisory services with “seasoned professionals” experienced in your industry. We dedicate ourselves to provide our clients with solutions to their problems. We create positive relationships with each client and go above and beyond the call of duty to serve them with the highest professional standard.
The geographic areas we serve are clients located throughout Southern California with an emphasis on Los Angeles area cities of Sherman Oaks and the San Fernando Valley, Santa Monica, North Hollywood, West Los Angeles and Beverly Hills to name a few. In Orange County, we focus on cities such as Irvine, Newport Beach and Huntington Beach. For the larger clients, we will expand our services to a larger geographic area, which could include any city in the US and Canada.
We work from our virtual offices or we come to you and work at your place of business, whatever works best. Our tax clients have the option to come to our virtual offices or we service them using electronic tools such as email, fax, scan, DropBox, etc.
The services we offer are audit, tax, advisory and management consulting services. Below is a brief description of each:
Audit services are offered for non-public companies. Typically, these are services provided to corporations for (1) full-blown audits, (2) financial statement reviews, which are lower in scope and, (3) compilations where we compile your financial statements in a GAAP acceptable format for the reader. For these services, we issue a report to the financial statement reader. Our typical company size will be very small, which could range from $2 million to $15-$20 million and sometimes above in annual sales. We also serve international clients with subsidiaries located in the United States.
Tax services are for all types of tax returns for individuals and corporations.
Advisory and Management Consulting services. These are typically services provided to corporate clients with long term time frames usually with an indefinite end date. When I opened my practice, I realized there was a niche for the smaller to medium sized companies to have access to the talent of a CFO or Controller without the need to have this person on-site full time. We fill this void very well and tailor our contracts to suit your needs.
I am a Quickbooks Certified ProAdvisor and a Concur Certified Advisor. We have several options regarding the best utilization of Quickbooks for your company. As a Concur advisor, we offer cradle to grave solutions for your travel and entertainment needs.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
J Mark Olson, CPA