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Comprehensive Financial Solutions for Your Needs

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Since our establishment in 2015, Money Matters Financial Services has provided exceptional financial services across the United States. Based in Omaha and Lincoln, NE, we proudly serve clients in 48 states, excluding Florida and New York. Our commitment is to deliver top-notch financial solutions tailored to meet your specific needs. Whether you need accounting and payroll solutions or insurance and Medicare services, we can assist you.

Comprehensive Accounting, Payroll, and HR Services

Our accounting, payroll, and HR services streamline your business operations. We offer precise accounting, ensuring your financial records are accurate and up-to-date. Our payroll services ensure your employees are paid on time, and your payroll taxes are filed correctly. Additionally, our HR services help you manage your workforce efficiently.


PACKAGES 


Complete Accounting package $5k per month

Payroll

Bookkeeping 

Reconciliations

Taxes for owners

Tax Planning

All Insurance Needs

Financial Workshops once per month

Business Coaching and Compliance 

24/hrs HR

Healthcare and benefits for full time

Encrypted Portal

Website building 



Accounting package $2k per month

Payroll

Taxes for owners 

All Insurance needs 

Business Coaching and Compliance 



Reliable Tax and IRS Services

Navigating tax regulations can be complex, but our tax and IRS services make it easier for you. We provide expert tax preparation, planning, and filing services to ensure you comply with all tax laws. Our team is also adept at handling IRS issues, offering support and solutions to resolve any tax-related problems you may encounter.


PRICES

NEGOTIATE YOUR IRS DEBT $5,000

Personal Taxes $300

Business Taxes $400

Tax Planning and strategies are included!!

Audit protection is included!!

Comprehensive Insurance and Medicare Services

Protecting your future is crucial, and our insurance and Medicare services will give you peace of mind. We offer a range of insurance options tailored to your needs, ensuring you have the right coverage.


We offer all lines of Insurance 

Medicare

Life/Health

Property/Casualty

Business liability 

Workman's Comp

Unemployment Ins.


Contact us for additional information and pricing.

  • Learn how to build and maintain great credit
  • Advice for building credit
  • Investing for beginners advice
  • Teaching kids the value of good credit
  • Debt management and elimination advice
  • How to obtain true wealth and financial freedom
  • Investing in your kids' college advice and plans
  • Learn how to budget and ways to save
  • Tools to start your own business
  • Learn about life insurance and annuities (how to build wealth over time)

Meet the Team

Andrea Joy (Owner) - Financial Advisor (MSA,CFP)


Jeanette Mitchell-Cummings, Director of Benefits (BA,CFP)

Merlene Mason, Director of Communications



Sasidhar Kona, Tax Expert (CPA)

Alayna Woods, Executive Assistant



Melissa Zachar, Bookkeeping (AAS)

Serving Your Financial Needs Across the Nation

At Money Matters Financial Services, we are proud to serve a diverse clientele across the nation. Our extensive experience and professional approach make us a trusted partner in managing your financial needs. Contact us today to learn how we can assist you with our comprehensive range of financial services.

Need more information? Call us at (402-201-2104) to speak with one of our experts.

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