Have an accounting or tax problem? Give us a call. We can help you navigate new accounting standards, tax issues, and other things weighing you down. Contact us today to find out how we can help.
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Kathleen Herrera


Kathy is a Certified Public Accountant and has been providing businesses in Nebraska with the highest quality accounting services since 2008. She has over 17 years of experience working with a Fortune 500 company, in many aspects of accounting finance, operations, finance, and staff management. 

What Accounting Consultation Services Do We Offer?

Our accounting consultant in Omaha provides a range of services that give you the help you need to better control your finances. Below are some of the areas we specialize in:

  • Bookkeeping Consultation
  • Financial Planning
  • Tax Planning
  • Tax Preparation
  • Assistance with Financial Statements

Who Do We Work With? 

We help a variety of businesses, nonprofits, and individuals manage their business and tax liabilities. We also help individuals and other small CPA firms in the area. However, we specialize in managing small business owners who are just beginning ownership. 

Whether you’re starting new or have been around and need some pointers, our goal is to help you be successful.  

Get A Free Initial Consultation

Contact us today to schedule a complimentary initial meeting!

What are the Benefits of Working with Us?

  • Personal Attention. We keep our client base small so we can provide the best service for each client.
  • Client Participation. We spend time getting to know our clients, asking helpful questions, so we can best serve them.
  • Quality Results. We use quality research tools and work with a network of consultants to provide the best results.

What Can You Expect From our Services?

  • Audit & Attest: we can provide you with audit, review, or compilation services for your organization. We utilize state-of-the-art tools to effectively plan and execute these engagements.
  • Tax Planning: tax planning and preparation are essential for a business to operate successfully. We will work with you throughout the year to get you prepared for tax season. Our clients work with our firm for planning, estimating taxes, and strategizing ways to reduce taxes while increasing cash flow.
  • Consulting: we offer a wide range of consulting services to all of our clients, ranging from financial forecasting, creating evaluations, and preparing year-end financial statements and analyses.