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Council Bluffs, IA (712) 322-0277
Omaha, NE (402) 333-0393
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Accounting/Advisory Services


Trust Our Team for Your Financial Success

If you are a business owner, it’s important to rely on the most accurate financial information to conduct a thriving enterprise. At Hamilton Associates, PC, we have the expertise to help you reach your personal goals, support your business so it can profit, and capitalize on new opportunities and ventures. If you are a prospective client, we look forward to sitting down with you to address your needs and begin the process of securing a financially successful future.

  • Record-Keeping and Reporting
  • Cost Containment
  • Tax Planning 
  • Tax Prep
  • Investments, and Employee Benefit and Profit-Sharing Plans
  • General ledger and Financial Statement Preparation
  • Bookkeeping (Monthly, Quarterly, or Annual)
  • Accounting System Support
  • Payroll Processing
  • Cash Flow Budgeting and Forecasting  

Tax Preparation Services and Planning

We offer a full range of tax preparation and planning services to individuals and businesses. We assist individuals in year-round tax planning and then prepare their personal returns. We offer tax planning services to our business clients on a quarterly basis, regardless of the type of tax entity.


IRS Representation

During an audit with federal and state agencies, it’s important to have a professional tax authority like us by your side. We are ready to answer any questions or concerns you may have and put your worries at bay.


Bookkeeping & Write-Up

As a business owner, you have a million and one things to think about when it comes to the success of your company. Accurate record-keeping is essential, but not a strength many business owners share. We can help you with the day-to-day tasks of bookkeeping so you can focus on the core of your business.

Payroll Services

Reduce time spent on administrative work with the Hamilton Associates, PC’s payroll services. We will work with you to learn about you, your business structure, and your employees before setting up a computerized payroll system. Our software will facilitate the processing, timely payment, and preparation of tax returns.

Cash Flow and Budgeting Analysis

To a business, cash flow is what can make or break its ability to survive while good cash management can improve its liquidity, reduce costs, and increase profitability. At Hamilton Associates, PC, we can track sources and uses, forecasting, and budget accordingly. Diving deeper, we also can analyze your spending and re-balance your budget to support your business’ success.

Advisory Services

With a special focus on the solidity of financial records, evaluation of financial procedures, and production of strategies, our clients will avoid the endless challenges that occur from business planning and execution.


Additional Services
  • Entity Selection and Restructuring
  • Accounting Software Selection, Implementation, and Support
  • Business Valuations
  • Debt and Financial Advising
  • Mergers and Acquisitions
  • Transaction Structuring and Negotiations
  • Business Succession

QuickBook, Peachtree, and Xero Software Assistance

A software like QuickBooks can make organizing financial statements, reports and graphs easy when done efficiently and effectively. We will help you select the right products and make sure you know how to take full advantage of their capabilities.  We offer the following solutions to help make QuickBooks, Peachtree, and Xero work for you:

  1. Personal Training
  2. Installation
  3. Setup
  4. Support
  5. Review

Controller / CFO Services

This service will help align our passion for accounting and advising with your passion to have a successful business/organization. We want you to be able to focus on business growth or on your organizations mission to better our community and improve lives. We can tailor our service to meet your needs, but in short if you need internal controls over financial reporting, help with bill coding, cash disbursements, accounts receivable, reconciliations, monthly financials, budgeting, payroll services, allocations for non-profits, tax returns or help with audit/review preparation then we can help. We employ our experience and technology to help achieve smooth processes and accurate financial reporting. Why hire one individual with limited experience or skills, when you can hire a team and have access to more experience and skills.

If you don’t feel you need any of the items above, we suggest you look at your chart of accounts. Do they tell you what you want to know about your business or organization? We can help set up/create a chart of accounts to help your financials tell you what you need/want to know.

Financial Projections and Forecasts

With our combined expertise, gained understanding of your business, and staying current with the market trends, we can help you plan for the future. Our financial projections of top-level reports and detailed financial models will help manage your business plan and spending.

Need any of these services? We’d love to provide them for you. Please contact our team at either our Council Bluffs, IA location at (712)322-0277 or Omaha, NE location at (402)333-0393 today.