our team. your future.
Take your business to the next level and provide your family peace of mind.
what we do
Tax Preparation & Planning
From personal/family tax to large corporate returns for an expanding business, we cater to a wide range of clients. We do more than prepare a tax return. We use your return as a visual aid to teach and help you plan for the future.
cfo / controller services
This is our special niche. Many business owners struggle to find that key person with the expertise to lead their accounting operation. Instead of hiring a full-time bookkeeper, let our team of CPA’s, tax professionals, and QuickBooks experts fill that crucial role as your CFO.
Our practice offers a full scope of services ranging from payroll, bookkeeping, financial statements, new business formation, establishing internal controls, etc. We answer all questions from setting up the business entity and the best tax structure to fit your specific situation.
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Many of our clients need us to assist their staff in maintaining the accuracy of their financial reports. From a large clean-up project to ongoing QuickBooks consulting, our firm has extensive software skills and accounting knowledge to provide accurate, real-time financial statements.
One of the most unique aspects of our practice is working closely with financial planners. This is teamwork at it’s best, when tax pros work with financial advisors to prepare for your future and guide you towards retirement.
BUSINESS & FINANCIAL CONSULTING
It is challenging to make decisions without understanding your financial statements. Our firm offers monthly, quarterly, and annual meetings to teach our client’s about tax, provide business coaching, and dive deep into their financial reports. We love empowering our clients with the knowledge to help them grow their business.
– Creating Unique, Customized Solutions –
Take a breath of fresh air, because we do things differently here at OG. The days of scattered receipts, long rolls of adding machine tape, and antiquated bookkeeping styles are things of the past. Our clients need a firm that is up-to-date on technology and modern resources that allow the creative development of cost-effective solutions.
At Oliver Financial Group, we are able to create solutions for our clients that have never been provided to them by other firms. We are hands on in our approach to finding the record keeping solutions of our clients. Every client is different and has different needs. We take time to listen to the needs of our clients and think outside of the box to create ongoing procedures. This is what makes us one of the most unique firms in the area.
– We Deliver, We call you back, On Time –
The number one reason why a client leaves their former accounting firm, CPA, bookkeeper, or payroll processor is always the same: They were too slow to respond. We’ve taken responsiveness to a whole new level and ensure we respond to our clients within 24 hours. Yes, our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.
– We Care Here –
We Care Here is a motto developed early on during the establishment of Oliver Financial Group. It is extremely important that you are treated with care and respect when working with the professionals you trust for vital information on items such as medical, legal, and financial matters. When it comes to your family and your business, it is both invaluable and life changing to have a firm care for you we do here at Oliver Financial Group. We Care Here.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms.