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Text Content

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PAVING THE WAY TO A STRONGER FUTURE

BerganKDV Joins Creative Planning in Strategic Acquisition 

PRESS RELEASE CREATIVE PLANNING WEBSITE
WE UNDERSTAND YOUR BUSINESS AND WE UNDERSTAND YOU.



OUR SERVICES

Tax & Audit
Wealth Management
Business Advisory
Tech & Innovation
Human Capital Mgmt
NetSuite & ERP
Accounting Services


TAX & WEALTH MANAGEMENT

A strong collaboration between your advisor and your tax professional means
expanded expertise on making your money work for you and how to best minimize
the amount you pay in taxes. Integrating your team can benefit you and offer
enhanced opportunities to feel informed, educated, and confident about your
financial future.

// Explore Individual Wealth Management


HUMAN CAPITAL MANAGEMENT

Experience streamlined processes, saved time and a better bottom line. 

K-Pay is a single-solution software that allows you to powerfully manage nearly
every element of your workforce — recruitment, hiring, management and everything
in between.

// Explore K-Pay

BerganKDV is a leading professional services firm that offers customized
business, financial and technology solutions to address your most complex
challenges. Our strategic approach helps you reduce costs and operate more
efficiently across your organization.


DRIVING RESULTS THROUGH RESPONSIVENESS AND FLEXIBILITY

“What struck me about BerganKDV was their flexibility and being able to adapt to
and understand our needs.”

Learn about an emergency medical service provider’s experience partnering with
our BerganKDV Managed Services team and how they work together to implement a
unique strategy to handle the business needs required to technologically support
an organization with such an imperative mission.

 

// READ THE CLIENT SUCCESS STORY



SIMPLIFYING COMPLEX SCHEDULES

“The K-pay software has features that are already making a huge difference in
our workflows! The more payrolls we process, the better the feedback from our
supervisors and directors on the ease of use.”

A comprehensive payroll solution was a necessity for this nonprofit. With many
moving parts and 24/7 staffing, their system needed to support staff and provide
high-quality reporting functionality for management to make real-time decisions.

 

// READ THE CLIENT SUCCESS STORY



DIVING DEEP INTO FORENSIC ACCOUNTING

“Steve’s deep understanding of transactions and conversions has helped my team
build cases when we were unsure of next steps. His detailed efforts are
incredible.”

This law firm utilizes BerganKDV’s expertise when they are working on a case and
notice illegal financial gaps such as embezzlement and employee
misappropriations that require forensic accounting to prepare for court.

 

// READ THE CLIENT SUCCESS STORY

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//  webinar


HOW TO TAKE ADVANTAGE OF POTENTIAL TAX INCENTIVES

March 22, 2023 at 11:00 am
With Matthew Carlson // Tax Incentives Manager at BerganKDV and Greg Hoffman //
Channel Sales Leader Manufacturing & Distribution at BerganKDV
// WATCH NOW
//  post


BE AWARE: EMPLOYEE RETENTION CREDIT SCAMS ON THE RISE

// Read Now
//  post


HOW TO FIND THE RIGHT ACCOUNTING SOFTWARE FOR YOUR BUSINESS

// READ NOW


MORE THOUGHT LEADERSHIP

 * IRS Drastically Expands Electronic Filing Requirement for 2023 Tax and
   Information Returns
 * Is Outsourced Payroll the Right Solution for Your Business?
 * 4 Ways for Your Business to Stay Tax Compliant

// GO TO THE BLOG


ABOUT BERGANKDV


TRUSTED, EXPERIENCED ADVISORS COMMITTED TO YOUR SUCCESS

For your organization to succeed, you must make smart financial and technology
decisions, plan strategically and operate with maximum efficiency. The standard
approach is to engage with a number of professional services practitioners —
including CPAs, business strategists, technology experts and others. But
managing and coordinating the services of multiple vendors can become a business
challenge in itself.

Our team of experts deliver business, financial and technology solutions that
help clients across a diverse range of issues and challenges. That means an
easier experience managing your organization’s people, finances and technology,
as well as your personal wealth … allowing you to keep your focus on the things
that matter most.

Equally important, we’re committed to serving you the Midwest way: with honesty,
friendliness, accessibility and above all, trust. We didn’t invent any of these
qualities … but we have woven them into how we do business in a way that we
believe is rare in our industry. To experience the difference for yourself,
start here.


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 * Acquisition Update on Attest and Nonattest Services

Copyright © 2023 BerganKDV
Investment advisory services and fee-based planning offered through BerganKDV
Wealth Management, LLC, an SEC Registered Investment Advisor.


 * Homepage
 * About
   * Powered by People
   * Diversity, Equity and Inclusion
   * News
 * Services
   * Tax & Audit
   * Accounting Services
   * Business Advisory
     * Investment Banking Services
   * Human Capital Management
   * NetSuite & ERP
   * Wealth Management
     * Institutional Investment Management
     * Retirement Plan Solutions
   * Tech & Innovation
     * Forensic and Data Services
 * Industries
   * Agribusiness
   * Construction & Real Estate
   * Government
   * Healthcare & Dental
   * Manufacturing & Distribution
   * Nonprofit
   * Franchise
 * Resources
   * Blog
   * Webinars
   * Guides
   * Videos
   * Problem // Solved: Client Success Stories
 * Careers
   * Early Talent – Start Your Journey
   * Open Positions
 * Subscribe
 * Contact