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Lee Roberts

Partner – Sales Leader for BerganKDV Outsourced Services

Lee specializes in working with growth oriented organizations in the areas of outsourced payroll, timekeeping, human resources, bookkeeping, cloud accounting software, project management software, retirement plan services and executive benefits/insurance.

Posts from Lee Roberts

Video: NetSuite Expert Discusses Integration, the Sales Process and Advice for Businesses March 1, 2018 by Lee Roberts
Video: NetSuite Expert Discusses Integration, the Sales Process and Advice for Businesses
Lee Roberts, Sales Leader, and Jon Lamb, ERP Consultant, talk about NetSuite for businesses. Questions? Contact our team. Automating the Sales Process: 2:27 Challenging Integrations: 3:39 NetSuite Integration Process: 5:38 Advice for Businesses: 8:19 K-Pay Integration: 10:28 Biggest Pain Points, Solved: 13:11
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VIDEO: BerganKDV Payroll – Local, Personal, Experienced February 16, 2018 by Lee Roberts
VIDEO: BerganKDV Payroll – Local, Personal, Experienced
Businesses for far too long have had to choose between a great software provided by a large national (with a hands off, remote implementation and support experience) or a local provider that will hug them and love them, but does not have a system to handle the complexity of their business. With BerganKDV, you don’t […]
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Video: Orin Manuel, CPA, discusses NetSuite February 11, 2018 by Lee Roberts
Video: Orin Manuel, CPA, discusses NetSuite
Lee Roberts talks with Orin Manuel, BerganKDV Assurance Manager, on his experience with NetSuite and what it was like working with a client’s software for the first time.
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New User Interface Reshapes the Future of Human Capital Management February 6, 2018 by Lee Roberts
New User Interface Reshapes the Future of Human Capital Management
K-Pay has unveils next-generation user interface BerganKDV, one of the largest payroll providers in the Midwest, shares one of the most-anticipated launches. K-Pay, a next-generation user interface is set to reshape the future of Human Capital Management. The innovation allows organizations too: Work their way with the industry’s top fully responsive UI, allowing managers and […]
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Innovations Drive Record HR Growth February 6, 2018 by Lee Roberts
Innovations Drive Record HR Growth
BerganKDV’s Payroll Division Shares Promising Fiscal Q2 Results BerganKDV’s Payroll Division approaches mid-year (fiscal July 1 – June 30) recording one of its highest K-Pay implementation rates in any single quarter. Since July 1, BerganKDV has added 123 organizations throughout the Midwest. The group acknowledges that many of the sign ups are a result of […]
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Solving Problems for Winmark Franchisees January 10, 2018 by Lee Roberts
Solving Problems for Winmark Franchisees
As you start compiling information to produce your income tax returns, below are just a few of the common problems we frequently solve for owners that utilize our bookkeeping services.
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Straight from the Team: Evaluating the cloud:  If it’s been longer than three years. December 28, 2017 by Lee Roberts
Straight from the Team: Evaluating the cloud: If it’s been longer than three years.
Has your business outgrown QuickBooks? It may be time to look to the cloud for a solution that can further your organization.
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Straight from the Team on NetSuite: NetSuite: What return should I expect? December 28, 2017 by Lee Roberts
Straight from the Team on NetSuite: NetSuite: What return should I expect?
Why are some companies not making the switch? How do you justify the cost of switching to the cloud?
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Straight from the Team: What does the average company’s software hairball look like? December 28, 2017 by Lee Roberts
Straight from the Team: What does the average company’s software hairball look like?
The average company is using between 7 and 10 software systems to manage their organization. This hairball causes huge inefficiencies.
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Straight from the Team: How Does a Business Know When They Need to Upgrade Their Accounting Software: December 28, 2017 by Lee Roberts
Straight from the Team: How Does a Business Know When They Need to Upgrade Their Accounting Software:
Switching accounting software is an investment. How do you know if it is the right time to upgrade to a new solutions?
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