Our Client Experience

A modern CPA firm with old-fashioned service.

Whether you need tax planning, accounting, financial statements, or business advice, our goal is simple: understand your business, provide proactive guidance, and become a trusted advisor you can rely on year after year.

What Working With Us Looks Like:

From our first conversation to ongoing support, our process is designed to give you clarity, practical guidance, and a CPA you can rely on throughout the year.

Let's Get to Know Each Other

Every relationship starts with a conversation. We'll discuss your business, current accounting and tax situation, your goals, and any challenges you're facing. This allows us to determine whether we're the right fit for each other.

Outcome

  • Initial consultation
  • Understanding your needs
  • Identify immediate concerns

Let's Get to Know Each Other

Every relationship starts with a conversation. We'll discuss your business, current accounting and tax situation, your goals, and any challenges you're facing. This allows us to determine whether we're the right fit for each other.

Outcome

  • Initial consultation
  • Understanding your needs
  • Identify immediate concerns

We Evaluate Your Current Situation

Once we understand your needs, we review the information necessary to provide recommendations.
Depending on the services you're requesting, this may include:

  • Prior tax returns
  • Financial statements
  • Accounting records
  • Business structure
  • Payroll
  • Existing bookkeeping processes

We're looking for opportunities to improve accuracy, reduce taxes, and eliminate unnecessary headaches.

We Evaluate Your Current Situation

Once we understand your needs, we review the information necessary to provide recommendations.
Depending on the services you're requesting, this may include:

  • Prior tax returns
  • Financial statements
  • Accounting records
  • Business structure
  • Payroll
  • Existing bookkeeping processes

We're looking for opportunities to improve accuracy, reduce taxes, and eliminate unnecessary headaches.

We Build Your Service Plan

Every client doesn't need the same services. Based on your needs, we'll recommend the right combination of:

  • Tax Preparation
  • Tax Planning
  • Accounting Services
  • Financial Statements
  • CFO Advisory
  • Business Consulting
  • IRS Representation

You'll receive a clear engagement letter outlining exactly what we will do.

We Build Your Service Plan

Every client doesn't need the same services. Based on your needs, we'll recommend the right combination of:

  • Tax Preparation
  • Tax Planning
  • Accounting Services
  • Financial Statements
  • CFO Advisory
  • Business Consulting
  • IRS Representation

You'll receive a clear engagement letter outlining exactly what we will do.

We Become Your CPA

This is where we're different.
Most accounting firms disappear after tax season.
We believe your CPA should be someone you can call throughout the year.
Our clients reach out before they:

  • Buy equipment
  • Hire employees
  • Sell a business
  • Purchase real estate
  • Start a new company
  • Make major financial decisions

We'd rather help you make the right decision than explain the tax consequences afterward.

We Become Your CPA

This is where we're different.
Most accounting firms disappear after tax season.
We believe your CPA should be someone you can call throughout the year.
Our clients reach out before they:

  • Buy equipment
  • Hire employees
  • Sell a business
  • Purchase real estate
  • Start a new company
  • Make major financial decisions

We'd rather help you make the right decision than explain the tax consequences afterward.

Proactive Year-Round Support

As your business grows, so do your needs.
We'll continue providing:

  • Tax planning
  • Compliance
  • Financial reporting
  • Strategic advice
  • Business consulting when needed

Our goal isn't simply preparing tax returns.
Our goal is helping business owners build stronger businesses.

Proactive Year-Round Support

As your business grows, so do your needs.
We'll continue providing:

  • Tax planning
  • Compliance
  • Financial reporting
  • Strategic advice
  • Business consulting when needed

Our goal isn't simply preparing tax returns.
Our goal is helping business owners build stronger businesses.

TRUST THELEN FINANCIAL TO GUIDE YOU ON YOUR PATH TO FINANCIAL EXCELLENCE.
CONTACT US NOW TO TAKE THE FIRST STEP TOWARDS A BRIGHTER FINANCIAL FUTURE.

WHY ORGANIZATIONS CHOOSE US!

WE TAKE A PERSONALIZED AND TAILORED APPROACH
WITH EACH OF OUR CLIENTS

Trusted Advisor

We build long-term relationships and become the first call when business owners need advice.

Business Owner Focused

We specialize in closely held businesses and understand the unique challenges entrepreneurs face.

Proactive Tax Planning

We don't just report history—we help clients make better financial decisions before year-end.

Responsive Communication

Questions don't wait until tax season. Neither do we.

Practical Solutions

We're problem solvers, not roadblocks.

CPA Expertise

Tax, accounting, financial statements,
and business advisory—all under one roof.

TESTIMONIALS

WORDS FROM TRUSTED CLIENTS

  • Tara

    "Peter has an impressive ability to make data-driven decisions and implement strategies quickly and effectively. I've always appreciated his desire to understand all perspectives of a problem, before working toward a solution. He's a true problem solver, and financial guru, and a pleasure to work with."

    Tara
  • Sara

    "I have had the pleasure of working with Peter as our contract CFO for a couple of years now, and I am consistently impressed with his expertise and dedication to his work. Peter's attention to detail and financial acumen have been instrumental in our company's success, and he always goes above and beyond to ensure that our financial operations run smoothly.

    He is not only an exceptional CFO, but he is also a great leader and mentor to our team. Peter is approachable, patient, and always takes the time to explain complex financial matters in a way that is easy to understand. I highly recommend Peter to any company looking for a talented and reliable CFO. Thank you, Peter, for your hard work and commitment to our success!"

    Sara
  • I worked with Peter at Landmark Landscapes for a few years. He showed an aptitude for growth, and a strong desire to not only learn, but to do his job well, without cutting corners. He takes his responsibilities seriously, and has a mind that looks for efficiency deficiencies, but, will also help to remedy and improve, not just pointing out issues and relying on others to solve them. That is a character trait that is in short supply these days.

    Peter is not afraid to throw himself into his work, and he values the quality of the business, the overall health of the business, without sacrificing the bottom line; although he has shown that he understands the bottom line is meaningless when morale is not also considered in the health of an organization.

    Directly out of college, Peter began being mentored by a seasoned Wharton graduate and former executive with P&G. His mentoring has contributed to Peter's overall understanding of finance, business, and relations within the business world.

    I was proud to work with Peter for the few years that I did, and still rely on his advice because I know he has spent much time thinking through many solutions and their implications.

    Jarrett Pitchford
    COO at Outdoor Environments Group
  • “Wise beyond his years” is how I would describe Peter. I’ve had the pleasure of working with Peter during my time at Landmark Landscapes collaborating on several projects. His ability to manage multiple projects within different verticals makes him a tremendous value to our team. Peter has my full recommendation and Landmark Landscapes is fortunate to have him.

    Jamie Butler
    Gibson Landscape Services
  • Over the past couple of years I’ve had the pleasure of getting to know and work with Peter. He is an excellent CFO with a deep knowledge of his business operations and strong leadership skills. Peter is decisive and open to understanding the various perspectives on a given business issue. Peter is comfortable in a variety of professional settings, always looking to learn new skills and represents his company very well in the marketplace. I enjoy working with him!

    Rich Bartolotta
    Financial Advisor of COUNTRY Trust Bank®
  • Peter is an outstanding man. He cares about his clients and customers and will always do the best job he can for them. I am thankful I can call Peter a friend and highly recommend him to others.

    Michael Gordy
  • Peter Thelen is an extraordinary leader with high integrity and held responsibilities related to strategy, pricing, financial analysis, and budgeting. Peter brings a strong background in finance, strategy, and consulting which makes him particularly able to review opportunities beyond just the financial and fully project business value. A true pleasure to work with.

    John Blaine Jr.
    Regional Vice President
  • Shely

    "I started working with Peter in December and it looks like he is going to get our small business and personal taxes done without having to file an extension.

    We were previously using a firm that was so business that they had to file an extention every year.

    I was tired of not getting the service that I expected and am very happy with the decision to work with Peter."

    Shely

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