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Are Managed IT Services Right for You?

Maintaining a solid IT infrastructure capable of supporting new technologies that enterprises will adopt in the coming years is no simple task. Today’s networks are always evolving and becoming more...

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HCM Software Trends: Where It All Began and Where It’s Going Now

When I discuss what the future may hold for human capital management (HCM) software with clients, there’s usually questions about what direction the industry is going and what new trends and...

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Which ERP Solution Is Right for Your Business?

If you’ve spent time researching ERP systems, you’ve likely heard the horror stories about companies who have selected the wrong ERP solutions or aren’t using all of the solution’s functionality, even...

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What is Your Risk? Protecting Yourself as a Fiduciary

The Employee Retirement Income Security Act (ERISA) outlines the minimum standards for how a retirement plan is to be operated. This includes outlining who is considered a plan fiduciary, plan...

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When to Consider Managed IT Services

Operating an efficient IT team requires a robust structure and keeping track of a lot of moving parts to ensure your team is providing the necessary technical support in a way that’s streamlined and...

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Finding the Right Fit: Seven Things to Ask Before Hiring Your Financial Advisor

When you are looking for a financial advisor, you need to find someone you can trust, who is knowledgeable and can guide you through the different phases of your life as you start to accumulate wealth...

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Get Ahead of Cybersecurity With These Basic IT Terms

With technology advancing at such high speeds, it can feel straining to keep up with the latest digital talk and terms. Understanding technology-related words and phrases are useful not only to impress...

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U.S. Treasury Releases Green Book Explaining Make Up of Biden...

On May 28th, the U.S. Treasury shared a high-level overview of the Biden administration’s tax proposals for the 2022 fiscal budget or what’s generally known as the “Green Book”. Much of what’s included...

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The Top Issues Impacting the Nonprofit Industry Today

The past year has been a whirlwind for everyone, and nonprofits are no exception. We’ve seen our nonprofit partners provide extraordinary support, stepping up when their community needed them most....

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Xperience 2021 Recap: Great questions, Insightful Sessions, Engaging Panels...

Another year of BerganKDV’s Xperience (XP) event has officially wrapped up. This year’s event, similar to the year previous, was held virtually to accommodate social distancing and limit travel. Nearly...

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What Is a vCIO?

What is a vCIO? In a world with never-ending acronyms, what’s one more right? However, we think a vCIO can be just what your company needs that allows you to stop working on the business and start...

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2021 Child Tax Credit Updates and How They May Impact You

The child tax credit is changing drastically for 2021. As a result of the American Rescue Plan Act of 2021 (“American Rescue Plan”), the credit amount is significantly increased for one year, and the...

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How to Know If You’ve Outgrown Your Current ERP System

ERP systems are expensive, and upgrading systems only adds to that cost.  That’s why many businesses stick with basic software for as long as they can, even when it could be damaging their profits and...

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As a Nonprofit, Here’s Why You Should Love the Functional Expense Statement

As a nonprofit organization, the last thing on your mind is probably the statement of functional expenses. Although this statement doesn’t get a lot of recognition, it is a valuable management analysis...

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PPP Loan Forgiveness and ERC Enhancements: Considerations to Make For You and...

Now that the calendar has turned over to July, businesses that took Paycheck Protection Program (PPP) loans in the spring of 2020 and have not yet applied for loan forgiveness with their lenders need...

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Wealth Management Quarterly Market Update: July 2021

The Standard and Poor’s (S&P) 500 rose to another record high during the second quarter of 2021 as risk assets generally maintained their upward momentum. A combination of positive factors, led by...

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Investing With a Purpose Through ESG Investing

Now more than ever, investors are becoming more selective with the companies they include in their portfolios. There has been a push from investors looking to ensure that a company’s values align with...

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How to Use Your Retirement Plan As a Tool to Attract and Retain Talent

Your organization’s retirement plan benefit holds a lot more power than meets the eye. Yes, it’s a key player in the benefits lineup and a must-have for nearly all applicants and employees; but it’s...

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What the Yield?

Summer is fully upon us. Every morning the rising sun wakes my children (yes you read that right, my kids are up at dawn every single day and no I don’t want to talk about it), and we see the...

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Is Your Farm Protected? Increased Technology in Agriculture Creates More...

Technology is continuously advancing, creating increased efficiencies and enhancements to almost every industry, agriculture being no exception. Farmers are more frequently integrating the use of...

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