Bookkeeping Services — Bellevue, Nebraska
Bookkeeping Services
in Bellevue
Monthly bookkeeping in QuickBooks Online for Bellevue small businesses, with backlog cleanup when you are behind, so your numbers are current every month.
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What bookkeeping includes
Current books make every tax decision easier.
We keep your books in QuickBooks Online on a chart of accounts built for your industry, not a generic template. Each month, we record and categorize your transactions, reconcile your accounts and close the month.
If you are months or years behind, cleanup comes first. Then the monthly close keeps your books current for the rest of the year.
What you receive
- Monthly books closed and reconciled
- Backlog cleanup and catch-up
- A chart of accounts built for your business
- Profit and loss and balance sheet reports
- Records that are ready for your tax return
Monthly bookkeeping and reconciliation are part of our Gold package, which starts at $1,500 per month. Catch-up work is quoted after a free consultation.
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What we handle
Bookkeeping that is ready for tax time.
Monthly reconciliation
Your bank, credit card and loan accounts are matched to their statements every month.
Transaction categories
Every transaction goes to the correct account, so that deductions are not missed.
Backlog cleanup
Months or years behind? We bring the books current and correct past errors.
A chart of accounts for your industry
Accounts set up for how your business works, such as care agencies, daycares, salons and rental property.
Financial reports
Profit and loss and balance sheet reports that show how your business is doing.
Records the IRS expects
The tax code requires records that support your income and deductions. The IRS says to keep most records for at least 3 years, and employment tax records for at least 4 years.
IRC § 6001 · IRS recordkeeping guidance
Who it is for
Built for Bellevue business owners who want current numbers.
From shops in Olde Towne to home-based businesses across Sarpy County, Bellevue business owners need to know where their money goes every month, not only in March.
- Small business owners and the self-employed
- Home care agencies, daycares, salons and wellness businesses
- Real estate investors
- Businesses that are months or years behind on their books
- Owners who want monthly reports they can use
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How it works
From a backlog to books you can trust.
01
Free consultation. We learn about your business and how far behind your books are. There is no cost and no obligation.
02
Review. We look at your accounts, your software and your past records.
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Cleanup. We bring the books current and correct past errors.
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Monthly close. Each month, we reconcile your accounts and close the month.
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Reports. You receive your reports, and we answer your questions about them.
Our Bellevue office
Why Bellevue business owners work with us.
Our office is at 1408 Fort Crook Rd S, Suite 300, in Bellevue. You can meet with us in person at the office or by video, and you upload documents through our encrypted client portal.
- Led by Ida Morgan, an Enrolled Agent with unlimited rights to represent taxpayers before the IRS
- Bookkeeping by a tax firm, kept with your tax return in mind
- A chart of accounts built for your industry
- A written engagement letter with a clear fee before work begins
- BBB Accredited Business
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Questions
Bookkeeping questions.
Do you use QuickBooks Online?
Yes. We keep your books in QuickBooks Online.
What if I am months or years behind?
That is common. We clean up the backlog first, then we keep your books current every month.
How much does bookkeeping cost?
Monthly bookkeeping is part of our Gold package, which starts at $1,500 per month. Catch-up work is quoted after a free consultation.
Is my tax return included?
With the Gold package, yes. It includes everything in the Silver package, which includes annual tax return preparation.
How long should I keep my records?
The IRS says to keep most tax records for at least 3 years, and employment tax records for at least 4 years. Some records must be kept longer.
Do you work with businesses outside Bellevue?
Yes. We work with businesses across the Omaha metro and across the United States.
Ready for current books in Bellevue?
Book a free consultation. We will review your books and recommend the right next step.
Morgan Tax and Business Solutions LLC provides bookkeeping services in Bellevue, Nebraska, and for clients in Omaha, Papillion, La Vista, Ralston, Gretna, Bennington, Lincoln, Council Bluffs and nationwide.