Established Expertise With over 40 years of experience, C G Olsen PC is a well-established CPA firm, offering trusted financial services to both individuals and small businesses, presenting an opportunity to expand into comprehensive financial planning solutions.

Small Business Focus The firm specializes in small business formation, payroll, and QuickBooks bookkeeping, indicating a strong potential to offer tailored financial management, cloud accounting integrations, and business growth advisory services.

Technology Integration Utilizing modern web and analytics tools such as PHP, Webpack, and Google Analytics, there is scope to introduce advanced tech solutions like client portals, financial dashboards, or automation tools to enhance service delivery.

Client Relationship Model Their focus on building ongoing relationships rather than seasonal services suggests opportunities for subscription-based advisory services, ongoing compliance support, and personalized financial coaching.

Market Position As a localized firm in Tulsa with a dedicated team, there is room to differentiate through targeted marketing for niche markets such as start-ups, family businesses, or specific sectors looking for tailored CPA and advisory services.