Bookkeeping & Tax Services in Lincoln and Omaha

One bookkeeping service, everything included. Tax runs alongside it. Catch-up gets you there if you're not starting clean.

Recurring

Bookkeeping & Analytics

Your books, kept current — plus the reporting and forward-looking analysis built from the same data. No add-on tier required.

Starting at $400/mo — final price depends on transaction volume and account count

Transaction Categorization Every transaction recorded and classified, monthly.

Bank & Card Reconciliation Accounts reconciled to statement, every period.

Financial Statements P&L, Balance Sheet, and Cash Flow Statement, produced automatically.

KPI Dashboard Cash position, margins, and AR/AP aging in your client portal.

Cash-Flow Monitoring Ongoing visibility into where cash stands and where it's headed.

Budget vs. Actual Reporting How the business is tracking against plan.

Forecasting Forward projections built on your own transaction history and trends.

Profitability & Margin Analysis Where margin is coming from, and where it's eroding.

Quarterly Review Call A standing check-in to walk through the numbers together.

Sales Tax & 1099 Support Filing support built into the monthly cycle.

Not included: accounts payable/receivable processing or payroll processing on your behalf. AR/AP tracking and aging are included above; for payroll, we set you up on a platform (Gusto, QuickBooks Payroll) and integrate the data into your books — we don't run payroll ourselves.

One-Time

Catch-Up & Cleanup

Behind on your books, or starting from disorganized records? We reconstruct and reconcile prior periods so you start Bookkeeping & Analytics on a clean, accurate baseline.

Quoted per engagement — scope depends on how many months are behind and available source documents

Seasonal

Tax

Personal and business filings, coordinated with your books rather than handled in isolation at year-end.

Individual Returns (Form 1040) Full-service preparation and filing.

Investment Income & Capital Gains Brokerage statements, cost basis, and Schedule D.

Schedule C For self-employed and sole-proprietor income.

Crypto & Digital Assets Transaction-level reporting for digital asset activity.

Business Entity Returns Filings coordinated directly with your bookkeeping data.

Year-End Package Tax-ready statements, depreciation schedules, and 1099/distribution summaries.

Tell us where your books stand today, and we'll get back to you with next steps.

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