Overmoe & Nelson

Overmoe & Nelson, Ltd. has proudly served the accounting and financial needs of individuals and businesses for over three decades. Our dedicated team of professionals is committed to delivering exceptional, personalized service built on a foundation of integrity, expertise, and a deep understanding of our clients' unique circumstances. We recognize that every individual and business has distinct financial goals and challenges, and our approach is tailored to provide customized solutions that empower our clients to make informed decisions and achieve lasting financial success.

Our Services: Empowering Your Financial Journey

Overmoe & Nelson, Ltd. offers a comprehensive suite of services designed to encompass all aspects of your financial life, whether you are an individual seeking financial planning guidance or a business owner navigating the complexities of accounting and taxation.

Individual Services: Planning for a Secure Future

For individuals, we provide a wide range of services aimed at helping you secure your financial future. Our Personal Financial Planning services can help you develop a roadmap for your financial goals, encompassing budgeting, savings, debt management, and investment strategies tailored to your risk tolerance and time horizon. We offer expert Retirement Planning guidance to ensure you have a comfortable and fulfilling retirement, taking into account factors such as Social Security, pensions, and other retirement income streams. Our Estate Planning services ensure that your assets are protected and distributed according to your wishes, providing peace of mind for you and your loved ones. Additionally, we assist with Wealth Management, guiding you in building and preserving your wealth through a diversified investment portfolio.

Business Services: Fueling Growth and Success

For businesses of all sizes, we provide a comprehensive range of accounting and financial services to support your growth and success. We offer Small Business Accounting services, including bookkeeping, payroll processing, and financial statement preparation, allowing you to focus on running your business while we take care of your financial needs. Our expertise extends to Forensic Accounting, providing investigative services to uncover financial irregularities, fraud, or other misconduct. We also offer Cash Flow Management services, helping you optimize your cash flow and ensure financial stability.

We understand the unique challenges faced by businesses in various industries. That's why we have honed our expertise in serving specific sectors, including Construction, Healthcare, Hospitality, Law Firms, Manufacturers, and Real Estate, providing tailored financial solutions to meet their unique needs.

Why Overmoe & Nelson, Ltd.?

Overmoe & Nelson, Ltd. distinguishes itself through our unwavering commitment to client satisfaction, personalized service, and a deep understanding of the financial landscape. We believe in building lasting relationships with our clients, based on trust, transparency, and a genuine desire to help them achieve their financial goals. Our team of experienced professionals is dedicated to providing you with the highest level of expertise, guidance, and support, ensuring you have the confidence to make sound financial decisions.