32 episodes

Pour a cup and tune in every two weeks for a discussion, or Q&A, over coffee. Hosted by and featuring expert guests on financial topics across numerous industries.

Q&A Over Coffee Olsen Thielen CPAs & Advisors

    • Business

Pour a cup and tune in every two weeks for a discussion, or Q&A, over coffee. Hosted by and featuring expert guests on financial topics across numerous industries.

    Process Improvement with Dustin Hostetler

    Process Improvement with Dustin Hostetler

    Process Improvement with Dustin Hostetler by Olsen Thielen CPAs & Advisors

    • 34 min
    #28: Selecting Your ERP Software with Dick Krocak

    #28: Selecting Your ERP Software with Dick Krocak

    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!

    • 36 min
    #27: Payroll Tax Issues with Jilayne Leary and Zach Deo

    #27: Payroll Tax Issues with Jilayne Leary and Zach Deo

    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.

    • 37 min
    #26: Working Effectively With Your CPA with Pat Powers

    #26: Working Effectively With Your CPA with Pat Powers

    #26: Working Effectively With Your CPA with Pat Powers by Olsen Thielen CPAs & Advisors

    • 34 min
    #25: Strategic Business Planning with Pat Hall

    #25: Strategic Business Planning with Pat Hall

    #25: Strategic Business Planning with Pat Hall by Olsen Thielen CPAs & Advisors

    • 34 min
    #24 ERISA with Magen Koepp and Carrie Sundberg

    #24 ERISA with Magen Koepp and Carrie Sundberg

    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!

    • 24 min

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