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Services

Accounting Services

Since 1917, Eide Bailly has provided accounting services to nearly 1,800 clients nationwide. We match our clients' needs by offering a full-service accounting department, or al a carte services on an outsource basis. We promote ongoing communication during all phases of our work and make it easy for clients to do business with us by utilizing cloud computing technologies.

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Contact Victor Puchi

Director of Accounting Services 

855.835.8619

Accounting Services Victor Puchi
Partner

Audit & Assurance

Since 1917, we have provided assurance services to clients across all industries, adhering to the strict quality control standards of the AICPA and the Public Company Accounting Oversight Board. This core service accounts for more than 45% 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

Audit & Assurance Brian Bluhm
Partner

Employee Benefits

Since 1989, Eide Bailly has provided employee benefit services to clients who offer staff flexible spending accounts, wellness, HRA, HSA or COBRA plans. Client receive "live" help when they call our customer service center, plus 24/7 access to their accounts through our state-of-the-art website, daily processing of transactions, and custom-designed services provided by friendly staff.

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Contact Linda Heuer

Director of Employee Benefits 

877.405.4058

Employee Benefits Linda Heuer
Principal

Enterprise Risk Management

Eide Bailly has built an Enterprise Risk Management (ERM) team of specialists with risk management, regulatory and industry experience to help our clients manage their risk with effective solutions. We have developed a dynamic, six-step ERM process that provides executive management with the information needed for effective decision-making throughout the process.

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Contact Mary Peter

Director of Enterprise Risk Management 

866.585.9059

Enterprise Risk Management Mary Peter
Senior Manager

Financial Services

Clients value the step-by-step approach Eide Bailly takes to financial planning, which begins by helping them understand their current financial situation, and evaluating their future needs and tolerance to risk. We then help implement the plans and provide regular updates. Clients appreciate our strong work ethic, integrity and deep understanding of financial management issues.

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Contact Brad Kelley

Director of Financial Services 

866.740.4100

Financial Services Brad Kelley
Principal

Forensic & Valuation

We offer fraud prevention, detection and investigative services, as well as litigation and dispute resolution services. Our highly-trained professionals are sensitive and discrete when dealing with these confidential cases. We will provide answers no one else has, and identify red flags no one else sees, while firmly upholding compliance and regulatory requirements.

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Contact Jeremy Bendewald

Director of Forensic Services 

866.999.8362

Forensic & Valuation Jeremy Bendewald
Principal

Tax Services

Eide Bailly serves more than 33,000 tax clients across the nation. In addition to preparing more than 78,000 tax returns annually, we help our clients manage their taxes through planning, business advice, tax research and IRS audit support. Our understanding of current tax laws allows us to help clients meet their overall goals, while minimizing tax liabilities.

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Contact Tim Bergstrom

Director of Tax Services 

855.622.4203

Tax Services Tim Bergstrom
Partner

Technology Consulting

For more than 25 years, clients have benefited from our ability to help them optimize technology, increase revenue, decrease expenses and mitigate risks through the use of innovative technology solutions and services, including infrastructure, managed services, consulting & advisory services, application development, IT security and compliance and staffing services.

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Contact Scott Kost

Director of Technology Consulting 

866.324.0968

Technology Consulting Scott Kost
Principal

Training & Development

At Eide Bailly, we are committed to sharing our knowledge. Eide Bailly is the only CPA firm in the nation to own a franchise for Dale Carnegie Training, which includes the popular Dale Carnegie Course, High Impact Presentations, Leadership Training and Sales Advantage. Our Training and Development team also offer one-on-one coaching to maximize your potential - and your success.

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Contact Tonya Stende

Director of Eide Bailly Training 

866.900.DALE

Training & Development Tonya Stende
President

Transaction Services

Eide Bailly’s transaction services team is well-versed in 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. Client value our objectivity, timeliness, efficiencies and confidentiality.

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Contact Chad Flanagan

Director of Transaction Services 

800.497.4303

Transaction Services Chad Flanagan
Partner

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

Wealth Management David Zaudtke
Partner