Outsourced Accounting & Advisory — Bellevue, Nebraska
Outsourced Accounting & Advisory
in Bellevue
Your complete finance department for one monthly fee: bookkeeping, payroll set-up, tax reduction planning and tax preparation, delivered as one relationship for Bellevue business owners.
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What outsourced accounting includes
One relationship instead of four separate transactions.
This is our signature engagement. Everything we do is delivered as one relationship, with reports that you can act on and a year-end that is simple because the work is already done.
Packages are monthly retainers, quoted before we start and written into an engagement letter. Your quote depends on the number of entities, the complexity of your business and the condition of your books.
What you receive
- Cleanup of your books and a chart of accounts built for you
- Monthly bookkeeping, reconciled every month
- Estimated tax payments planned for the year, with reminders
- Monthly or quarterly reports and dashboards
- Year-end close and tax return preparation
- Tax reduction planning and payroll set-up with the Diamond package
Packages start at $500 per month (Silver), $1,500 per month (Gold) and $2,500 per month (Diamond).
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Packages
Three packages for Bellevue businesses.
Silver — starting at $500 per month
For a straightforward return: one entity, or a W-2 household with a little complexity.
- Annual tax return preparation
- Quarterly estimated payment calculations
- Secure document portal access
- Email support during the season
Gold — starting at $1,500 per month
For an operating business that needs the books kept current, not rebuilt every March.
- Everything in Silver
- Monthly bookkeeping and reconciliation
- Quarterly review meeting
- Year-round question access
Diamond — starting at $2,500 per month
For owners making structural decisions who want the tax result modeled before they commit.
- Everything in Gold
- Payroll setup and staff training
- Tax reduction planning and year-end strategy
- Cash flow forecasting
- Entity structure review
- Priority response times
Who it is for
Built for Bellevue businesses that have outgrown do-it-yourself.
When you spend your evenings on your books, or you make large decisions without knowing the tax result, it is time for a finance department.
- Operating businesses that need current books every month
- Owners who make structural or large purchase decisions
- Home care agencies, daycares and other growing service businesses
- Businesses without an in-house accountant
- Owners who want one team for books, payroll set-up, planning and taxes
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How it works
How the relationship works.
01
Free consultation. We learn about your business and recommend the right package. There is no cost and no obligation.
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Analysis. We review your tax position, your finances and your accounting system.
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Cleanup and set-up. We clean up your books, build your chart of accounts and, with Diamond, set up your payroll.
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Monthly work. We keep your books current and reconciled, and we send your reports.
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Planning and meetings. We plan your estimated tax payments and meet with you during the year.
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Year-end. We close your books and prepare your tax returns, because the work is already done.
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
- One team for bookkeeping, payroll set-up, planning and tax returns
- Flat monthly fees, quoted before work begins
- A written engagement letter with a clear fee before work begins
- BBB Accredited Business
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Questions
Outsourced Accounting & Advisory questions.
Which package is right for me?
That is what the free consultation is for. Sometimes the answer is that you only need one return prepared.
What does “starting at” mean?
The final fee depends on the number of entities, the complexity of your business and the condition of your books. We quote it before work begins.
Is tax preparation included?
Yes. Every package includes annual tax return preparation.
Is payroll included?
The Diamond package includes payroll set-up and staff training. After the set-up, your owner or administrator runs payroll.
Is tax reduction planning included?
The Diamond package includes tax reduction planning and year-end strategy. You can also buy a tax reduction plan by itself.
Do you work with businesses outside Bellevue?
Yes. We work with businesses across the Omaha metro and across the United States.
Ready for a finance department in Bellevue?
Book a free consultation. We will review your business and recommend the right package.
Morgan Tax and Business Solutions LLC provides outsourced accounting and advisory in Bellevue, Nebraska, and for clients in Omaha, Papillion, La Vista, Ralston, Gretna, Bennington, Lincoln, Council Bluffs and nationwide.