Guiding you. Beyond the numbers.
Oertli and Pleschourt, LLP is a trusted accounting and financial planning firm serving clients in Rochester, Minnesota and beyond. For over 30 years, we have helped individuals and businesses achieve their financial goals and navigate complex financial situations.
What Drives Us
Our firm is driven by three core values: professionalism, responsiveness, and quality. We are committed to:
- Providing personalized and tailored solutions to meet each client's unique needs and goals.
- Communicating clearly and proactively to keep clients informed and engaged throughout the process.
- Delivering accurate and efficient services that exceed expectations.
Our Expertise
With a diverse team of experienced professionals, we offer a comprehensive range of services across various areas, including:
Personal Services
- Personal Financial Planning
- Retirement Planning
- Estate Planning and Elder Care
- Wealth Management
Business Services
- Small Business Accounting and Bookkeeping
- Payroll Management
- Business Advisory
- Financial Planning for Businesses
- Succession Planning
- New Business Formation
Specialized Expertise
- Tax Services for Individuals and Businesses
- QuickBooks Setup and Training
- Construction, Dental, Healthcare & Hospitality Industry Expertise
Our Client-Centric Approach
We believe in building strong relationships with our clients and actively involving them in the process. We encourage open communication and feedback, ensuring that your concerns are addressed and your needs are met.
Get Started with Oertli and Pleschourt, LLP
Schedule a consultation today and experience the difference a dedicated and experienced team can make for your financial future. We are confident that our personalized approach and commitment to client satisfaction will exceed your expectations.
