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Services

Accounting Services

Since 1917, Eide Bailly has provided outsourced accounting solutions to clients nationwide. Services are tailored to each client’s specific needs and utilize cloud-based solutions to enhance collaboration, simplify workflow process and improve timeliness and relevance of management-level financial reporting. It’s our goal to relieve clients of data gathering and compliance reporting burdens so that they have more time to focus on operating their business.

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Contact Victor Puchi

Director of Accounting Services 

855.835.8619

vpuchi@eidebailly.com

Accounting Services Victor Puchi
Partner

Audit & Assurance

Since 1917, we have provided assurance services to clients across all industries, always adhering to the strict quality control standards, including those currently required by the AICPA and the Public Company Accounting Oversight Board. This core service accounts for 37% of our work. Clients value regular contact with partners and senior-level staff, as well as our timeliness, attention to detail and friendly approach to service.

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Contact Brian Bluhm

Director of Audit and Assurance 

855.918.3590

bbluhm@eidebailly.com

Audit & Assurance Brian Bluhm
Partner

Cost Segregation

Eide Bailly is an industry leader in providing cost segregation studies to businesses across multiple industries, including a specialty niche working with grocery store owners throughout the country.

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Contact Rod Axtell

Director of Cost Segregation  

866.999.3261

raxtell@eidebailly.com

Cost Segregation Rod Axtell
Partner

Employee Benefits

Since 1989, Eide Bailly has provided employee benefit services to clients who offer their staff FSA, HRA, HSA, Qualified Transportation Plans, VEBA, Defined Contribution plans and Continuation services of COBRA, Retiree Billing and Leave of Absence Billing.

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Contact Linda Heuer

Director of Employee Benefits 

877.405.4058

lheuer@eidebailly.com

Employee Benefits Linda Heuer
Principal

Enterprise Risk Management

Eide Bailly has been helping clients since 1917, and understands their business issues. To respond to increasing risk management needs, we have built an Enterprise Risk Management (ERM) team of specialists to help our clients across industries manage their risks with effective solutions.

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Contact Mary Peter

Director of Enterprise Risk Management 

866.585.9059

mpeter@eidebailly.com

Enterprise Risk Management Mary Peter
Senior Manager

Financial Services

As a CPA-based financial services firm, we use a team approach, bringing together the talents and knowledge of credentialed advisors and accountants who provide objective solutions and services that strive to achieve our clients’ financial objectives. Our services include Financial Planning, Investment Services, Insurance Services and Family Office Services.  

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Contact Brad Kelley

Director of Financial Services 

866.740.4100

bkelley@eidebailly.com

Financial Services Brad Kelley
Principal

Forensic & Valuation

We have a dedicated team of professionals who serve as expert witnesses and consultants. Our expertise is Forensic Accounting and Valuation services. These services include financial investigations, computer forensics, business valuations, economic damage calculations, employee background checks and criminal/civil litigation support services.

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Contact Jeremy Bendewald

Director of Forensic Services 

701.239.8513

jbendewald@eidebailly.com

Forensic & Valuation Jeremy Bendewald
Principal

Health Care Reform

As of Jan. 1, 2014, the Patient Protection and Affordable Care Act requires all U.S. individuals to have some form of health insurance. Employers with 50 or more full-time equivalent employees will be required to either provide affordable health insurance coverage for all employees, or pay defined penalties and send employees to a Health Insurance Exchange to purchase insurance. Eide Bailly’s  Employer Health Reform Analytics service can help you make an informed decision.

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Contact Kate Loging

 

507.386.6268

kloging@eidebailly.com

Health Care Reform Kate Loging
Manager

International Services

Companies doing business beyond the U.S. value our worldwide connections. We are an independent member firm of HLB International, a worldwide network of professional accounting firms and business advisers. With more than 1,800 member firm partners and 14,000 professionals in 500 offices worldwide, Eide Bailly has valuable resources for businesses both locally and globally.

Go to China Services 去中国服务
Go to International Tax

Contact David Stene

 

612.253.6518

dstene@eidebailly.com

International Services David Stene
Partner

Risk Advisory Services

The integrity of business information systems and data is under increased scrutiny by both regulators and management. Eide Bailly’s Risk Advisory Services can help you identify the vulnerabilities in your system, improve internal controls, develop a proactive plan for risk and satisfy the requirements of regulatory industries.

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Contact Eric Pulse

Director of Risk Advisory Services 

844.977.4847

epulse@eidebailly.com

Risk Advisory Services Eric Pulse
Principal

Tax Services

Eide Bailly provides tax services to 44,000 clients across the nation. In addition to preparing 94,000 tax returns annually, we help our clients manage their taxes through planning, tax research and IRS audit support. We also provide clients with State and Local Tax assistance.

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Go to Tax Services
Go to State and Local Tax (SALT)

Contact Tim Bergstrom

Director of Tax Services 

855.622.4203

tbergstrom@eidebailly.com

Tax Services Tim Bergstrom
Partner

Technology Consulting

Clients benefit from our proactive, consultative approach to technology. Our strategic technology services and solutions include infrastructure and networking, IT security, ERP and CRM, business analytics, custom application development, and business planning. We aim to be our clients’ trusted business advisors, guiding them through the advancements in technology from assessing their business needs to implementing the right solution and supporting their systems.

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Contact Scott Kost

Director of Technology Consulting 

866.324.0968

skost@eidebailly.com

Technology Consulting Scott Kost
Principal

Transaction Services

Eide Bailly’s transaction services team is well-versed in merger & acquisition advisory, tax, valuation, forensics, technology and risk management. Whether our clients are buyers, sellers, private equity groups or attorneys, we use our knowledge to empower them with the information they need to make sound business decisions. Clients value our objectivity, timeliness, efficiencies and confidentiality, as well as our strong business relationships with potential buyers and sellers.

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Contact John Waldock

Director of Transaction Services  

800.497.4303

jwaldock@eidebailly.com

Transaction Services John Waldock
Director of Transaction Services

Wealth Management

Our Wealth Management team brings together professionals from a variety of disciplines, including tax advisors, estate planners, business advisors, financial advisors and valuation analysts. Our team works closely with clients to develop tax and financial strategies, which helps them accomplish their personal, business and charitable objectives.

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Contact David Zaudtke

Director of Wealth Management 

877.355.8525

dzaudtke@eidebailly.com

Wealth Management David Zaudtke
Partner