Episodios

  • Process Improvement with Dustin Hostetler

    Process Improvement with Dustin Hostetler
    Jul 17 2024
    Process Improvement with Dustin Hostetler by Olsen Thielen CPAs & Advisors
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    35 m
  • #28: Selecting Your ERP Software with Dick Krocak

    #28: Selecting Your ERP Software with Dick Krocak
    Jun 12 2024
    Join us for an insightful episode featuring our CIO, Lisa Dunnigan, as we welcome software consulting expert Dick Krocak, who brings over 30 years of experience in computer science, mathematics, and information technology. Dick will discuss the critical role of software integration across various industries, including financial services, accounting, manufacturing, and logistics. He will highlight the complexities involved in integrating these tools, which often require extensive industry and company-specific knowledge. Tune in for valuable insights, and feel free to reach out to Dick with any questions you may have!
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    36 m
  • #27: Payroll Tax Issues with Jilayne Leary and Zach Deo

    #27: Payroll Tax Issues with Jilayne Leary and Zach Deo
    May 29 2024
    In the latest episode of Q&A Over Coffee, we are pleased to welcome Jilayne Leary, our Payroll and Employee Benefit Specialist, and Zach Deo, our Tax Director. Jilayne has been an integral part of Olsen Thielen for over 20 years, serving as a trusted expert in payroll tax and employee benefit regulations. In this episode, Jilayne provides valuable insights into aligning and identifying various benefits included in payroll. She also discusses potential penalties for businesses and employees, and the critical laws and regulations that businesses must follow to ensure proper payroll allocation.
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    38 m
  • #26: Working Effectively With Your CPA with Pat Powers

    #26: Working Effectively With Your CPA with Pat Powers
    May 15 2024
    #26: Working Effectively With Your CPA with Pat Powers by Olsen Thielen CPAs & Advisors
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    34 m
  • #25: Strategic Business Planning with Pat Hall

    #25: Strategic Business Planning with Pat Hall
    May 1 2024
    #25: Strategic Business Planning with Pat Hall by Olsen Thielen CPAs & Advisors
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    34 m
  • #24 ERISA with Magen Koepp and Carrie Sundberg

    #24 ERISA with Magen Koepp and Carrie Sundberg
    Apr 17 2024
    A very important topic for businesses with employee benefit packages. In this episode we are joined by two leaders of our ERISA audit team: Principal Magen Koepp and Director Carrie Sundberg. Employee benefit plan audits are important for businesses that meet a certain number of participants. This is an enforcement by the Department of Labor and if businesses don't meet certain requirements, they can experience costly penalties. We as a firm feel it is very important to inform you and other business owners about ERISA and how important performing an audit on your employee benefit plans can save you a lot of trouble with the DOL. Tune in to find out more!
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    25 m
  • #23: Assessing Financial Well Being for Businesses with Julie Walker

    #23: Assessing Financial Well Being for Businesses with Julie Walker
    Apr 3 2024
    Join us for our newest episode of Q&A Over Coffee, featuring our Chief Operating Officer, Julie Walker. Julie wears multiple hats, collaborating with Olsen Thielen and various clients. Her role encompasses diverse tasks aimed at enhancing financial well-being. Discover how monitoring business health differs across industries, as Julie explores analytics tools for tracking cash flow and other vital metrics. Gain insights into interpreting financial statement ratios and actionable responses tailored to your business needs.
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    37 m
  • #22: Cash is King with Daniel Batten

    #22: Cash is King with Daniel Batten
    Mar 20 2024
    Join us for the latest episode of Q&A Over Coffee, featuring commercial banker and financial expert Daniel Batten. Daniel brings extensive experience in aiding businesses with financial management and understanding financial statements. In this episode, we'll emphasize the significance of cash flow for businesses—a crucial factor in assessing debt repayment ability and ensuring long-term financial health. Tune in to discover tips from Daniel on maintaining healthy cash flow and securing the future of your business.
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    39 m