Services

WE GO BEYOND

We offer a full suite of business solutions to tackle your toughest challenges. So what sets us apart from other professional services firms? We start and end the experience by listening. Truly and earnestly listening to what you have to say.

Rules of Engagement

Your business is your passion. With every season, regardless of where you are in your journey, you deserve committed, customized, authentic support that is true to you and your business. ENGAGE^© is our four-step value creation process developed to ensure consistency, comfort and delivery of your desired results.

How It Works

From a question-based discovery process that leads to a tailor-made plan and implemented solutions customized to your needs, we close the engagement loop by listening to you to understand what worked and what needs improvement upon moving forward. This ensures that we are delivering on our core focus to create a wow client experience and empower people.

Tax, Audit & Accounting

We provide you with valuable information about your organization’s financial health. BerganKDV collaborates with you to uncover ways to reduce your overall tax burden while planning for your future!

Tax
Audit and Assurance
State and Local Tax
Fraud and Forensics
Fractional CFO

Business Advisory

BerganKDV provides companies facing opportunities – as well as critical challenges – with knowledge and expertise to achieve success. We provide you with the tools you need to maximize and preserve business value.

Investment Banking
Succession Planning
Business Valuation
Mergers and Acquisitions
Turnaround Services

Workforce Management

BerganKDV’s human capital management solutions give you the tools to better manage your workforce while saving time and money. Our powerful workforce management suite can help your organization transform how you find, manage, grow and retain your workforce.

Time and Labor Management
401(k) and Retirement Planning
Payroll
Performance Management
Benefits Administration

Technology & Innovation

Technology has and will continue to change the way we work and live. Our team provides timely expertise and customized services that help you navigate these changes, help your organization move forward and thrive.

FISA Score Assessments
Cybersecurity
Managed IT
Cloud Readiness
Workplace Collaboration

Wealth Management

Managing your wealth effectively is one of the most meaningful responsibilities you can undertake on behalf of yourself and your family. It can also be one of the most complex, requiring insights into a variety of financial, investment, and risk management strategies and products — not to mention, continually changing tax laws.