Trust Us with Your Financial Future
At Daniel S. Grieb, CPA, our team is dedicated to helping each and every client manage their finances in the best way possible. As licensed CPAs and Investment Advisor Representatives, you can rest assured knowing that you've put the process of growing your wealth in the right hands. Our journey began in 1992 when we opened the firm with the premise of serving individual and business needs in a competent and timely manner. Over the years, we've added several new lines of service in response to our clients' increasing needs. We've grown beyond traditional tax services to offer investment management, financial planning, and traditional accounting services, including payroll processing and bookkeeping. We believe that to be successful in today's business environment, CPAs must have a multidisciplinary education approach to better advise our clients on their evolving needs.
Our Services
At Daniel S. Grieb, CPA, all of our services are offered to clients with one purpose in mind - to be a full-service resource to your wealth accumulation goals. Whether you own a business, are planning an estate, have recently inherited wealth, own diverse stocks, or have never invested, we're here to be friendly faces guiding you through the process. We're committed to understanding your unique financial situation and providing personalized guidance to help you achieve your goals.
Wealth Management
Are you looking for a one-stop shop to manage your individual portfolio, IRA or company retirement plan? We can help. Our wealth management services include investment management, pension management, financial planning, and more. We'll help you save for retirement, keep your investments orderly and tax-efficient, and understand your long-term financial success.
Business Services
Running a business is hard work. Let us make it easier. Our business services include bookkeeping, payroll processing, consulting, and tax services. We'll help you keep your company running smoothly and efficiently, so you can focus on what matters most - growing your business.
Who We Serve
We serve individuals and businesses in Omaha, Nebraska, as well as in Papillion, La Vista, Bellevue, Elkhorn, and surrounding areas in the Omaha Metro. We understand that every client is unique, and we're committed to providing personalized service to meet your specific needs.
About Our Team
Our team is led by Dan Grieb, a graduate of the University of Nebraska at Omaha, and includes Kathy Alber, a shareholder and Enrolled Agent. We're committed to staying up-to-date on the latest financial trends and technologies, ensuring that our clients receive the best possible service.
Contact Us
At Daniel S. Grieb, CPA, we're committed to helping you manage your finances and achieve your goals. Contact us today to learn more about our services and how we can help you.
Excellent Service
The reviewer, Stephanie Kinney, has given a glowing 5-star review, praising Dan for his exceptional service. She mentions that Dan is always helpful and prompt in getting things done, which has left a positive impression on her.
Key Takeaways
- Dan provides excellent service, always being helpful and prompt.
- Stephanie highly recommends Dan.
