financial planning

Navigating Banking Downfalls, the Economy and Market Volatility

The BerganKDV Wealth Management team has compiled several frequently asked questions to address potential concerns that investors may have at this time…

Navigating Banking Downfalls, the Economy and Market Volatility

The BerganKDV Wealth Management team has compiled several frequently asked questions to address potential concerns that investors may have at this time…

Accounting Services

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…and your balance sheet.

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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.

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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.

//  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
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Be Aware: Employee Retention Credit Scams on the Rise

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How to Leverage HR Metrics for Improved Business Growth

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.