Creative business, financial and technology solutions to up-level and differentiate your business.
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.
STEP I // DISCOVER
Make the Connection
We spend time listening to what is important to you and conduct a health assessment of your organization. From this time together, we identify priorities and core focus areas.
STEP II // PLAN
Here we figure out what we can do to make what seems impossible possible. We work with you to identify a game plan, with goals and deliverables to make your dreams a reality.
Step III // EXECUTE
Driving the Outcome
We help you implement customized solutions and stay in tune with you every step of the way to make sure things are happening on time and on budget.
Step IV – LISTEN //
Voice of Customer
We end the process the same we started, by listening. Understanding what went right and what areas we could improve upon. We take a health assessment of your organization as well as ours to enable us to grow together and prepare for next steps as we circle back around to the discovery phase.
Navigating the Critical Planning Events Before and After Retirement
Are Your Retirement Plan Fees Fair and Reasonable?
Employee Onboarding Success Checklist
As an organization, employee onboarding is a critical process to keep employees engaged in your culture! Utilize our onboarding success checklist to ensure you have your bases covered for prep, first day, and beyond.
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.