Lee Roberts

Shareholder & Director of Sales


LEE ROBERTS is a Shareholder & Director of Sales for BerganKDV, a Midwest Professional Services Firm with 500+ Business Professionals across three Minnesota locations (Saint Cloud, Bloomington and Farmington), four Iowa offices (Cedar Rapids, Coralville, Des Moines and Waterloo) along with Omaha, Nebraska and Kansas City, Missouri.

Lee specializes in working with growth oriented companies where we provide Cloud software stacks wrapped with experienced professionals that automate core back office functions, fix outstanding issues and most importantly prevent future errors from occurring. BerganKDV’s Services “just work” and “they work together”!

Growing up in a family business, Lee developed a great understanding of the sacrifices that business owners endure. He knows firsthand how too many business owners / company leaders attempt to manage many functions internally - directing energy towards something they generally don’t enjoy and are often not successful.

As a testament to the above values Lee demonstrates, over 18,000 clients across the U.S. trust BerganKDV for the following services:

- Outsourced Payroll Processing

- Timekeeping

- Human Capital Management

- Work Opportunity Tax Credits (WOTC)

- Applicant Tracking & Recruiting

- Talent Management & Compensation

- Online Benefit Enrollment & Administration

- Outsourced Bookkeeping

- Financial Statement Preparation

- Controller & Fractional CFO Services

- Sales and Use Tax Filing

- Sales Tax Nexus Studies & Audit Defense

- QuickBooks Online

- SageIntacct

- NetSuite ERP

- Managed IT Support

- Project Management Software

- Retirement Plan Advisory

- Executive Benefits / Insurance

- Private Wealth Management

- CPA Services (Tax and Audit)

- Benefit Plan Audits

- Government and School Financial Management

- FISAScore Security Audits

- Investment Banking

- Turnaround Consulting

- Forensic Accounting

- And More!

This speaker's sessions: