Josh Olney, CPA/CFE
My name is Josh Olney, and I am the founder of Olney Financial Solutions, a Texas-based advisory firm focused on helping business owners, professionals, and families make informed financial decisions with confidence.
I bring together nearly two decades of experience across tax strategy, bookkeeping, forensic accounting, litigation support, business advisory, and life insurance planning. My goal is simple: provide practical, thoughtful guidance that helps clients protect what they have built and plan effectively for the future.
Over the course of my career, I have worked with private businesses, governmental entities, and nonprofit organizations in a variety of financial and operational roles. My background includes public accounting, financial leadership, budgeting and forecasting, internal controls, fraud analysis, and advisory services for growing organizations.
Through Olney Financial Solutions, I work closely with clients in areas including:
- Tax planning and tax preparation
- Bookkeeping and financial organization
- Business advisory and fractional CFO services
- Litigation support and forensic accounting
- Buy-sell agreement planning
- Life insurance strategies for business owners and families
One of the unique aspects of my practice is the ability to bridge financial, tax, insurance and AI conversations together. Too often, business owners receive fragmented advice from separate professionals who are not coordinating with one another. I believe better decisions are made when planning is approached holistically.
I am licensed as a Certified Public Accountant (CPA) in both Texas and California and also hold the Certified Fraud Examiner (CFE) credential. I hold a Texas and an Alabama life insurance license and continue expanding my focus on business continuity and succession planning strategies for closely held businesses.
In addition to my traditional financial and advisory background, I continue expanding my focus on helping businesses leverage modern technology and artificial intelligence to improve operations, decision-making, and long-term scalability. Through the Microsoft Certified: AI Business Professional and Microsoft Certified: AI Transformation Leader certifications, I work with organizations to identify practical opportunities for AI-assisted workflow automation, operational efficiency, process improvement, reporting enhancements, document management, and strategic technology integration.
My approach focuses on helping organizations implement technology in a way that supports real business objectives while maintaining strong oversight, operational reliability, and professional standards.
Beyond technical expertise, I believe relationships matter. Many of the strongest professional relationships I have built began with simple conversations, introductions, and a genuine desire to help others succeed. I strive to be approachable, responsive, and someone clients can rely on as they navigate important financial decisions.
Whether you are looking for proactive tax guidance, support through a financial dispute, help organizing your business finances, AI-driven operational and workflow improvements, or long-term planning strategies for your business and family, I appreciate the opportunity to be part of your journey.
Active Credentials
- Certified Public Accountant (CPA) – Texas
- Certified Public Accountant (CPA) – California
- Certified Fraud Examiner (CFE)
- Texas Licensed Life Insurance Agent
- Alabama Licensed Life Insurance Agent
- Microsoft Certified: AI Business Professional
- Microsoft Certified: AI Transformation Leader
Danielle Olney
Hi, my name is Danielle Olney. I am a licensed life insurance agent in Texas who is passionate about helping individuals, families, and business owners protect what matters most. I focus on building meaningful relationships with clients and guiding them through important financial protection decisions with care, professionalism, and integrity.
I work closely with clients to help evaluate life insurance needs related to family protection, income replacement, business continuity, and long-term planning goals. I understand that every situation is unique and take a personalized approach to helping clients explore solutions that align with their objectives and comfort level.
As part of Olney Financial Solutions, I contribute to a client-focused environment centered on clear communication, education, and long-term relationships. My goal is to help clients feel informed and confident as they navigate important financial decisions for themselves, their families, and their businesses.