Top July Resources From Creative Planning Business Services, Formerly BerganKDV

Our business specialists are sharing insights on evaluating your payroll systems, optimizing tax incentives, leveraging accounting advisory, exploring information security and more!

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Is your business showing signs that it may be time to explore outsourced payroll?

Payroll is one of the most crucial areas of a business that requires great diligence and attention. While many businesses successfully run in-house payroll, the process can be a timely effort. Explore a few major signs to look out for to help you make the right decision for your organization.

Are you taking advantage of all the tax incentives available for your organization?

Understanding the available options, how to apply and eligibility requirements often appears so challenging that most businesses decide not to pursue them, but tax incentives can be a real game changer. Our collaborative team has partnered with many businesses to help them maximize their tax incentives and is breaking down what you need to know before you apply.

Is your business staying tax compliant?

With a recent wave of updates to sales tax laws in various states, it's an opportune time to evaluate your tax strategy and tax planning procedures. Our tax specialists are sharing four tips to ensure your business remains on the path of compliance while you concentrate on driving forward toward your business goals.

Is your head spinning from trying to manage and analyze your accounting books?

Our esteemed accounting and advisory team knows that increasing margins starts with improving strategy. Leveraging the expertise and resources of an outsourced accounting provider can allow you to do what you do best, run your business. Look for these signs to determine if it's time to explore what outsourced accounting and advisory looks like for your organization.

So, what exactly does a virtual chief information officer (vCISO) do?

From assessing your organization's security posture to training employees, protecting your digital data can be overwhelming. A vCISO can help you develop a customized and comprehensive information security program. Explore how their strategic guidance can help you optimize costs, improve risk management, and empower your organization to harness technology effectively.

BerganKDV is Now Creative Planning Business Services

BerganKDV has officially joined forces with Creative Planning in a strategic acquisition and is now Creative Planning Business Services. With the acquisition finalized, we have started the rebranding process and will begin using Creative Planning's brand and the following logo:

While our name has changed, our team will continue to deliver client-centric business, financial and technology solutions that help solve a diverse range of issues and challenges.?Please contact us with any questions.