What We Do

In Grand Island, Nebraska, and anywhere really, hard working individuals, families, and small businesses deserve access to relevant accounting strategies and undivided attention at reasonable, understandable prices. Not just a once-a-year visit or a nickel-and-dime approach to charges. But honest, in-depth information about your finances and how reasonable steps can produce meaningful successes over time.

We have the resources, experience, and commitment to make a positive difference to your financial profile. Your success is our success. Truly.

Our Services

As accounting professionals, we are committed to providing our clients with accounting and financial services that are effective, tailored, and in-depth.

Looking for a service not listed?

Just ask!

Client Accounting Services

Accounting—the finances, the benefits, the bottom line—is the core of your business, and also the core of ours. As such, our services and tools can benefit your company’s day-to-day interactions as well as its long-term growth by giving you pertinent information, time, and resources.

Assurance Services

We provide accurate, independent financial reporting so that the risk/reward profile is understood and informed decisions can be made for the benefit of your business.

Tax Services

Our tax experts have the expertise and resources to establish fully compliant strategies that are relevant to our clients’ specific financial situations in order to optimize their bottom lines.

We take into account the tax implications as well as the goals of the client to come up with optimal solutions.

Wealth Management

We work with you to build a comprehensive financial plan so your goals can be met. Preparing a sound financial plan helps to preserve and augment your wealth regardless of what the future has in store.

Client Accounting Services

Accounting—the finances, the benefits, the bottom line—is the core of your business, and also the core of ours. As such, our services and tools can benefit your company’s day-to-day interactions as well as its long-term growth by giving you pertinent information, time, and resources.

Outsourced accounting services

  • Streamline daily accounting functions with relevant technology tools
  • QuickBooks consulting
  • Personalized accounting guidance
  • Compilation and analysis of financial statements, one-time or routine schedule
  • Analysis of financial data on which to base management and operational decisions

Tax Compliance and Planning

  • Regulatory notice and response assistance
  • Business planning including budgeting and cash flow analysis

Outsourced Controller Services

  • Financial management package customized for management analysis
  • Financial statement preparation on an interim and annual basis
  • General accounting support via on-site, network streaming, or telephone
  • Accounting procedures assistance and training
  • General ledger analysis
  • Internal control analysis
  • Payroll calculation assistance
  • Payroll tax return preparation
  • Bank reconciliation
  • Compliance reporting forms including preparation of
    Forms 1099 and W-2

Starting a new business is exciting, and requires an impartial eye to help develop and analyze business plans as well as to establish comprehensive setup protocols.

  • Organizational structure analysis
  • Entity selection and setup
  • Business planning and budgeting
  • Feasibility analysis

Accounting software can efficiently streamline some or all of your accounting processes. While there are many options, we can help you choose the solution that best fits your business structure and requirements.

  • QuickBooks
  • Client bookkeeping solutions
  • Quicken

Assurance Services

We provide accurate, independent financial reporting so that the risk/reward profile is understood and informed decisions can be made for the benefit of your business.

Audit Services

  • Review and compilation services
  • Agreed-upon procedures
  • Specified elements of a financial statement
  • Financial forecasts and projections
  • Pro Forma financial information
  • Internal controls
  • Contractual arrangements
  • Due diligence
  • Application of accounting principles

Tax Services

Our tax experts have the expertise and resources to establish fully compliant strategies that are relevant to our clients’ specific financial situations in order to optimize their bottom lines.

We take into account the tax implications as well as the goals of the client to come up with optimal solutions.

Tax Planning

We offer:

  • Tax return planning and preparation for individuals, families, and small businesses
  • Extension and estimate preparation and planning
  • Year-end tax planning
  • Estate and inheritance tax planning and returns
  • Gift and generation skipping transfer tax returns.

Estate Planning

  • Estate structure and planning with trusts, wills, and life insurance
  • Estate transfer procedures
  • IRA and pension asset distribution
  • Lifetime gifting
  • Ownership transfer
  • Change in control
  • Funding the buy-sell agreement

Transactional Planning

  • Analysis of tax consequences for mergers, joint venture, acquisitions, and divestitures
  • Entity choice analysis
  • Comparison of tax consequences of financing techniques for capital expenditures

State and Local Tax consulting and compliance (SALT)

  • State credits and incentives
  • Sales and use tax
  • Audit assistance and representation
  • Private ruling requests
  • Due diligence and transaction planning
  • Delinquent filer program/voluntary disclosure program
  • Personal property tax
  • Compliance outsourcing

Pin It on Pinterest

Share This