Eide Bailly

Improve performance, manage risk, and prepare for growth with connected strategic, operational, and technical advisory support.

Gain confidence in financials, address compliance needs, and uncover practical opportunities to strengthen controls and improve operations.

Gain financial clarity, streamline operations, and make confident decisions with tailored accounting support and strategic guidance.

Manage tax responsibilities, pursue savings opportunities, and gain peace of mind with guidance tailored to your tax needs.

Align technology with business goals, strengthen security, and turn trusted data into insights that support organizational growth.

Advisory

Eide Bailly Advisory combines strategy, execution, and technical expertise to help organizations improve performance, reduce risk, and scale with confidence. Advisors connect strategy, operations, technology, and talent to reduce friction, strengthen controls, improve visibility, and develop practical plans for growth. Services include transaction advisory, security and risk, outsourced and managed services, strategy and management, data and AI, and business applications.

• Prepare And Navigate Transactions
  Get support across transaction preparation and execution, including due diligence, valuation, working capital analysis, and integration.
• Identify And Control Business Risks
  Assess risk exposure, address issues, and integrate controls into processes and systems to help minimize risk and prevent loss, damage, or harm to the business.
• Protect Data And Prepare For Threats
  Get guidance to understand risks and develop the people, processes, and technology needed to protect data and prepare for cyber incidents.
• Align Operations And Plan For Growth
  Connect strategy, operations, technology, and talent to support practical planning, improved performance, and sustainable growth.
• Improve Data And AI Readiness
  Build data and AI readiness through connected systems, analytics, and a scalable strategy.
• Streamline Operations And Improve Visibility
  Access outsourcing support designed to simplify operations and provide better financial visibility.
• Implement Applications That Support Growth
  Identify and implement business applications that fit organizational needs, improve efficiency, support growth, and strengthen the technology ecosystem.
• Integrate Systems And Connect Business Functions
  Connect systems and business functions to improve visibility, strengthen alignment, and support more informed decision-making.
• Improve Efficiency And Operational Stability
  Address operational inefficiencies with process improvements, clearer performance measures, and support for strategic decision-making and long-term operational ownership.
• Track And Build On Advisory Results
  Focus advisory work on measurable results that organizations can assess and use to guide continued improvement.

Audit and assurance

Eide Bailly provides comprehensive audit, review, compilation, and assurance services to help organizations meet compliance needs and feel confident in their financials. Partner-led teams bring industry knowledge, responsive service, and practical insights to each engagement. The process can uncover opportunities to improve operations, strengthen internal controls, and identify meaningful performance benchmarks. Services include employee benefit and retirement plan audits, lease accounting standards support, public company and SEC services, single audits, and SOC reports.

Category: Audit and Assurance Services

• Build Confidence In Financials
  Comprehensive audit, review, and compilation services help organizations and their stakeholders feel confident in financial statements.
• Identify Plan Compliance Issues
  Specialized plan audit services help organizations identify compliance issues and protect plan assets. Eide Bailly reports auditing more than 1,400 retirement plans and offers services for multi-employer plans.
• Strengthen Internal Controls
  Audit insights can identify opportunities to improve internal controls as part of a broader effort to strengthen the organization.
• Improve Organizational Operations
  Practical insights from an engagement can help organizations identify opportunities to improve operations rather than treating an audit only as a compliance requirement.
• Apply Industry Expertise
  Partner-led teams combine industry knowledge and responsive service with an ongoing understanding of the organization, supporting a consistent audit experience over time.
• Implement Lease Accounting Standards
  Guidance helps organizations understand the impact of updated lease standards, determine which leases are included, select tracking software, and comply with FASB and GASB requirements.
• Navigate SEC Filings
  Experienced professionals familiar with the SEC filing process help public companies address their filing needs.
• Meet Federal Program Requirements
  Single audit services help organizations address federal program compliance requirements and focus on grant management.
• Assess Organizational Controls
  SOC reports provide a way to evaluate controls and support confidence that they are operating as intended.
• Identify Performance Benchmarks
  Engagements can identify meaningful performance benchmarks to help organizations understand and evaluate their performance.

Client Accounting Services

Eide Bailly’s Client Accounting Services provide tailored accounting and finance support, from day-to-day operations to high-level planning. Services include accounting oversight and advisory, financial statement preparation and review, compliance support, forecasting, fractional CFO and controller services, payroll, private client solutions, and tax collaboration. Industry-specific expertise and scalable solutions help organizations streamline operations, gain financial clarity, make confident decisions, and plan for growth.

Category: Accounting Services

• Streamline Accounting Operations
  Get support for accounting operations so your organization can reduce inefficiencies, gain clarity in its financials, and focus on leading the business.
• Access Executive-Level Guidance
  Gain CFO and controller expertise to help guide financial decisions and navigate periods of growth, change, or complexity without a full-time executive cost.
• Strengthen Financial Operations
  Use proactive accounting guidance and oversight to improve finance and accounting operations and build a financial foundation that supports organizational goals.
• Clarify Financial Statements
  Access financial statement preparation and review to support clearer financial information and more confident business decisions.
• Support Financial Compliance
  Get support for compliance and regulatory needs as part of a broader accounting relationship that also includes planning and financial guidance.
• Inform Business Decisions
  Use financial analysis, scenario planning, and forecasting to evaluate business plans and make more informed decisions.
• Simplify Payroll Management
  Use payroll support designed to help simplify payroll processes, support compliance, and scale workforce solutions.
• Simplify Private Financial Needs
  Receive personalized accounting and advisory support for high-net-worth individuals and families, with services intended to simplify complexity and protect their legacy.
• Coordinate Tax And Accounting
  Connect tax and accounting teams through coordinated support intended to reduce silos and risk.
• Support Scalable Accounting Technology
  Get accounting solutions and implementation support designed for technology-focused businesses seeking to simplify complexity and scale.
• Prepare Financials For Transactions
  Prepare financials for each stage of a transaction with comprehensive accounting support for organizations preparing for a sale to private equity.

Tax services

Eide Bailly provides tax planning, compliance, and advisory services for individuals, businesses, nonprofits, trusts, and estates. Its professionals help clients manage federal, state, local, and international tax responsibilities, address specialized tax situations, and navigate changing legislation. Services include tax compliance, credits and incentives, state and local tax, international tax, IRS resolution, tax consulting and planning, exempt organization tax, wealth transition, tax legislative affairs, and fixed asset services.

• Stay Current With Tax Requirements
  Get support addressing changing legislation, regulations, and complicated tax issues to help keep tax responsibilities up to date.
• Plan Around Tax Challenges
  Work with tax professionals to address complex tax problems and develop guidance that supports business goals.
• Maximize Tax Savings
  Explore available tax credits and deductions to identify opportunities that may reduce tax liability and increase cash flow.
• Manage Global Tax Obligations
  Get support for international tax compliance and strategies to minimize global tax burdens while expanding into global markets.
• Manage State And Local Taxes
  Get a plan and advice for state and local tax responsibilities to help prevent them from becoming a compliance risk.
• Protect Exempt Status
  Get guidance to protect tax-exempt status and address tax responsibilities while keeping focus on the organization’s mission.
• Optimize Fixed Asset Taxes
  Coordinate fixed asset tax optimization with cost segregation, ledger cleanup, and ongoing accounting support.
• Navigate IRS Proceedings
  Receive guidance through IRS examinations, appeals, and collections, with support focused on reaching the best possible resolution.
• Track Tax Law Changes
  Stay informed about tax legislation affecting your organization through timely updates and trusted guidance.
• Plan Trust And Estate Matters
  Explore trust and estate opportunities as part of a holistic approach to wealth transition.
• Coordinate Asset Costs
  Use cost segregation as part of coordinated fixed asset services intended to help make fixed assets work harder.
• Support Fixed Asset Accounting
  Receive ongoing fixed asset accounting support alongside cost segregation, tax optimization, and ledger cleanup.
• Plan For Retirement
  Address retirement planning as part of a holistic approach to wealth transition.
• Coordinate Tax And Accounting Teams
  Connect tax and accounting teams to reduce silos and risk through coordinated collaboration.
• Clean Up Asset Ledgers
  Address ledger cleanup needs as part of coordinated fixed asset services.
• Plan Charitable Giving
  Consider charitable giving opportunities as part of wealth transition planning.

Digital and technology services

Eide Bailly helps organizations define and execute digital strategies by aligning people, processes, and technology with business objectives. Services span cybersecurity, data and AI, digital roadmaps, secure cloud, and technology implementation and optimization, with guidance to identify, implement, and manage solutions suited to each organization’s needs.

Category: IT Consulting

• Protect Data From Modern Cyber Threats
  Get guidance on understanding risks and protecting organizational data through cybersecurity expertise, threat management, and security support.
• Turn Data Into Trusted Business Insights
  Build a trusted view of organizational data through data strategy, connected systems, analytics, and reporting to support informed decisions.
• Align Digital Plans With Business Goals
  Develop a long-term direction for digital initiatives based on business objectives, organizational needs, and the alignment of people, processes, and technology.
• Implement Technology That Fits Your Needs
  Get guidance to select and implement technology solutions suited to organizational requirements, with support and training to help teams use new systems.
• Enable Secure Cloud-Based Collaboration
  Create and manage a secure, scalable cloud or hybrid environment designed to enable workplace collaboration and productivity.
• Maintain Technology With Proactive Support
  Access ongoing technology guidance and support, including application management, monitoring, maintenance, IT assistance, and security leadership.
• Connect Systems And Automate Processes
  Integrate business systems and automate processes to support technology and data initiatives across the organization.
• Choose Solutions Based On Organizational Fit
  Receive guidance across technology solutions so recommendations can be based on organizational needs rather than vendor exclusivity.