Olney Financial Solutions, Tyler TX
Josh Olney from Olney Financial Solutions

Josh Olney

+ 1 other

Olney Financial Solutions

About Us

Olney Financial Solutions provides tailored financial services including tax preparation and planning, bookkeeping, payroll, life insurance, CFO advisory, and litigation support services. With a focus on clarity, integrity, and confidence, we empower decision-makers to create clarity around opportunities, integrity in their numbers, and confidence in their decisions. Our Firm is not a CPA firm and its services are not regulated by the Texas State Board of Public Accountancy.

How We Got Started

Rewind all the way back to the late 90's. I watched my father go through a tax audit which ultimately led to the loss of his business. Match that with wanting to be a "businessman" as a kid, and I traveled down the path to becoming a CPA.

Through years of hard-work and dedication, I earned in my CPA credential in 2011.

Fast forward almost 20 years. I am now face-to-face with an auditor from the same organization that led to the closure of my father's business. This time, I am representing a much larger organization with far more on the line. Through diligent work and tight processes that we had put in place, I was able to support my work and come away without any adjustment or levy imposed on the business.

It was one of the most gratifying moments of my career.

OFS was started to help decision-makers create clarity around opportunities, integrity in their numbers, and confidence in their decisions so that they aren't faced with unforeseen consequences or missed opportunities.

Products & Services
Fractional CFO Services by Olney Financial Solutions
We assist businesses and organizations with clarifying their opportunities and risks, building integrity in their number, and creating confidence i...
Recommendations Given (4)
"Sal assists his clients with care and compassion. He helped us put a plan together to help..." Read more "Sal assists his clients with care and compassion. He helped us put a plan together to help protect my family. He genuinely cares for his clients well being."
"I’ve had the opportunity to get to know Soliada through our professional network, and I’ve been..." Read more "I’ve had the opportunity to get to know Soliada through our professional network, and I’ve been consistently impressed by her approach and character. She brings a genuine, client-first mindset to everything she does, taking the time to understand individual goals and priorities rather than offering one-size-fits-all solutions."

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!