Katie Olsen, CPA

Senior Manager, Wipfli Advisory LLC

Katie Olsen is a senior manager in Wipfli’s outsourced finance and accounting practice. She provides real estate organizations with reliable, well‑structured accounting support that helps them strengthen financial clarity and keep operations running smoothly. Her experience spans commercial, life sciences, multifamily, healthcare, open‑air retail, mixed‑use and industrial properties, and she guides clients through every stage of the property life cycle.

Katie leads complex engagements that include consolidated financial reporting, NAV reviews, cash‑flow analysis, capital account maintenance and waterfall calculations. She also supports clients through transactions such as acquisitions, dispositions, recapitalizations and loan refinancings, ensuring accurate reporting and alignment with investor and lender requirements. Her strong understanding of multi‑tiered joint ventures, institutional private equity, REIT structures and real estate investment funds allows her to deliver insights that support strategic decision‑making.

Clients value Katie’s steady, detail‑oriented approach and her ability to translate technical information into clear guidance. She leverages a broad range of accounting platforms and financial technologies to improve processes, enhance controls and increase efficiency. Known for her commitment to teamwork and development, she also contributes to training efforts that strengthen technical capabilities across teams.

Credentials

• Certified Public Accountant

Professional memberships and activities

• American Institute of Certified Public Accountants (AICPA), Tax Section – Member
• California Society of Certified Public Accountants (CalCPA) – Member