This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Grand Forks, ND. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 2.
Brady Martz & Associates #
Website: https://www.bradymartz.com
Phone: (701) 223-1717
Brady Martz & Associates is an accounting and business advisory firm with roots in Grand Forks, North Dakota, where it lists a Grand Forks phone number of (701) 775-4685. According to its website, the firm operates multiple offices, including Grand Forks, Bismarck, Dickinson, Fargo, Minot, Corinth, Marion, Sioux Falls, and Thief River Falls. The firm states that its roots date back to 1927 and that it brings nearly a century of experience to its client relationships. The firm describes itself as having grown into one of the nation’s Top 100 Firms.
Brady Martz organizes its work into three broad areas it labels Core, Advisory, and Wealth. The Core area includes assurance, tax compliance, and what the firm calls Strategic Business Solutions. The firm’s assurance services include audits, reviews, and other financial reporting services, which the firm states are intended to help businesses remain compliant and prepared for the future. Its Strategic Business Solutions cover back-office support, including accounting, payroll, and sales tax, as well as budgeting, dashboarding, and strategic planning. The firm describes this work as delivering both operational execution and financial insight. Tax compliance services are aimed at helping businesses navigate tax laws, minimize liabilities, and meet filing deadlines.
In its Advisory area, the firm offers business guidance, litigation and forensic services, specialty tax, transaction services, and transformation services. The firm describes specialty tax as identifying opportunities such as research and development credits, energy efficiency incentives, and industry-specific tax breaks. Its litigation and forensic services include forensic and business valuation work tailored for the legal community. The transaction services are described as a suite of solutions for business transactions, and the transformation services focus on analysis, innovation, and customized solutions intended to make a business more competitive.
The Wealth area covers Brady Martz Wealth, Brady Martz Insurance, valuation, and wealth transfer and preservation. The firm describes wealth management services spanning retirement planning, investment management, and estate planning, with the stated goal of guiding clients through building assets and transferring wealth to future generations. The website also summarizes the firm’s overall offering as including tax-related services, audit and financial guidance, bookkeeping and payroll assistance, and trust and wealth management.
Brady Martz serves a defined set of industries. The industries it names include agribusiness, communication and electric utilities, construction and development, dealerships, financial institutions, government, nonprofit, oil and gas, and private clients. The firm states that it tailors its expertise to the needs of each industry and provides solutions intended to address the specific challenges of these sectors. Among these, construction and development is listed as one of the firm’s served industries, alongside its agribusiness, energy, and government work.
The website describes a number of recognitions, which are presented here as the firm’s own statements. The firm states that it has been named among Accounting Today’s Top 100 Firms and Regional Leaders for the Midwest, included on INSIDE Public Accounting’s Top 100 Firms and Fastest-Growing Firms lists, and recognized by Prairie Business magazine as one of the region’s 50 Best Places to Work. It also notes individual recognitions for team members, including Forbes Best-In-State CPAs naming CEO Stacy DuToit and Shareholder Eric DeHaan, and Prairie Business Top 25 Women in Business honors for team members Tahnee Magnus and Amy Haagenson.
The firm maintains a Perspectives blog and a resources section that includes client links, a tax planning guide, SafeSend Returns, and online bill payment. Brady Martz can be reached by email at info@bradymartz.com and by phone at (701) 223-1717, with a Grand Forks line listed as (701) 775-4685. As a firm with deep roots in Grand Forks and an office in the city, Brady Martz presents itself as a local accounting and advisory resource for Grand Forks-area clients while operating across a regional network of offices, with construction and development among the industries it serves.
Overmoe & Nelson Ltd #
Website: https://www.oncpas.com
Phone: (701) 746-0437
Overmoe & Nelson, Ltd. is a full-service accounting firm that maintains an office in Grand Forks, North Dakota, at 200 1st Ave N #30, reachable at (701) 746-0437. The firm’s main office is located in Fosston, Minnesota, at 210 N Johnson Ave, PO Box 277, with a Fosston phone number of (218) 435-1988. According to its website, the firm serves individuals and businesses in and around Fosston, Grand Forks, and Hillsboro, and it operates both a Fosston team and a Grand Forks team. The firm describes itself as dedicated to providing professional, personalized service and guidance across a wide range of financial and business needs.
Bookkeeping is a central service for the firm. According to its website, accurate bookkeeping is essential to a company’s long-term viability, and the firm serves a variety of industries and clients, from self-employed home-based business owners to small and medium-sized businesses with employees. The firm states that clients who outsource bookkeeping receive one on one personalized service along with accounting technology and payroll software. For new businesses, the firm sets up reporting and recordkeeping systems intended to make it easier to track where money is going, and for established businesses it works to clean up and streamline existing systems and establish a structure of checks and balances.
The firm’s bookkeeping services for small businesses include accounts payable, with entry and bill paying, and accounts receivable, covering entry, invoicing, deposits, and collection. The firm also handles bank reconciliations, inventory management, bookkeeping clean up, general ledger work, preparation of tax forms such as 1099s and 1096, payroll processing, and outsourced bookkeeping.
Beyond bookkeeping, Overmoe & Nelson lists a broad set of business services. These include small business accounting, payroll, forensic accounting, cash flow management, business advisory services, financial planning for businesses, succession planning, new business formation, services for non-profit organizations, and internal controls. For individuals, the firm offers personal financial planning, retirement planning, estate planning, and wealth management.
On the tax side, the firm provides individual tax preparation, tax preparation for businesses, tax planning, and estate and trust tax services. It also offers tax relief services, including IRS audit representation, assistance with non-filed tax returns, back taxes owed, payroll tax problems, IRS payment plans, and help obtaining a client’s IRS file. The firm additionally lists clergy tax planning and preparation. The website notes that today’s tax laws are complicated and that even a relatively simple return can be confusing, and the firm states that it is too easy to overlook deductions and credits to which a taxpayer is entitled. The firm adds that even when clients use a computer software program, there is no substitute for the assistance of an experienced tax professional. The firm offers to help clients resolve tax problems and presents itself as available for matters involving the IRS, inviting prospective clients to make contact to learn how it can be of service.
The firm names several industries it serves. These include construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate. Among these, construction is listed first, indicating a focus that includes contracting and trades-related work alongside the firm’s other served sectors. Overmoe & Nelson also provides QuickBooks services, including guidance on why to use the software, setup, training, answers to questions, and a tune-up, along with QuickBooks tips.
Overmoe & Nelson can be reached at its Grand Forks office at (701) 746-0437 or at its Fosston office at (218) 435-1988, and by email at info@oncpas.com. The listed Fosston fax number is (218) 435-1965. The firm offers an initial consultation, a client portal, financial calculators, downloadable tax forms and publications, and a newsletter. As a firm with a staffed Grand Forks office and a dedicated Grand Forks team, Overmoe & Nelson serves clients in the Grand Forks area, while the firm’s main office and mailing address are located in Fosston, Minnesota.