Consider us your remote CFO.

One of our main goals at Welch Olsen is to help entrepreneurs and small business owners implement proven strategies that will lower their tax liabilities. We also provide accounting and payroll solutions that allow small business owners to focus on their business, and not on the compliance headaches that come with running a business. We serve clients of every size and across many different industries. Balance your life by letting us balance the books.

  • “The Welch Olsen team is fantastic. They are always answering my questions, as well as making sure I am comfortable with my documentation and filings. I have been with them for over 5 years now and wouldn’t have it any other way.”

    Jeremy H., Computer Programming Organization

  • “Welch Olsen has been absolutely fantastic! Their expertise, friendliness and willingness to go out of their way to provide excellent service has made such a difference."

    DeLayna B., Nonprofit Organization

  • "Welch Olsen answers my calls, responds to my emails, cheerfully advises me without any hint that I’m not a priority, and finds all the places I can save on my taxes. Sticking with them is a no-brainer.”

    Nate N., Education Industry

  • "As a non-profit, our accounting needs are very particular. The counsel and help we receive from Welch Olsen enables us to run our non-profit professionally and at a whole new level. Thank you so much!”

    DeLayna B., Nonprofit Organization

Services tailored to fit your needs

Tax

$650+ Individual😁 

$1,500+ Business 🏡 + Individual😁  

  • Onboarding call

  • Tax return prep

  • Entity structure review

  • Tax tips playbook

  • Delivery phone call

  • Set W-2 salary + withholding

  • Email, phone, and text support

  • Year-end tax strategy call ($75)

$100/quarter for S-Corp payroll

Tax fees vary based on complexity

Tax+

  $2,000+ Business🏡 + Individual😁  

$100 onboard fee  

Includes tax package, plus:

  • 2 tax tips zoom calls (community)

  • Tax tips videos

  • Prior year tax review

  • Comprehensive tax plan

  • IRS notice resolutions

  • Video, email, phone and text support

$100/quarter for S-Corp payroll

Tax fees vary based on complexity

CFO

   $1,500+ Business🏡 + Individual😁 

$250 onboard fee

$500-$1,500+ monthly

plus monthly QB subscription

Includes tax+ package, plus:

  • Monthly bookkeeping

  • Bank account reconciliation

  • Dedicated CFO rep

  • Monthly reporting

  • CPA letters

  • Mid-year/year-end tax strategy calls

$100/quarter for S-Corp payroll

Tax fees vary based on complexity

Includes ≤ 3 bank accounts/cards

CFO+

   $1,500+ Business🏡 + Individual😁   

$250 onboard fee

$5,000+ monthly

plus monthly QB subscription

Includes CFO package, plus:

  • In-house consulting

  • Internal controls

  • Hiring staff for clients

  • Train in-house accounting dept.

  • Create and maintain banking/lending relationships

  • LLC creation

$100/quarter for S-Corp payroll

Tax fees vary based on complexity

Looking for a more detailed explanation of our services and rates?