We offer all organizations a variety of accounting services tailored to their own special needs.
• General Accounting
• Bookkeeping
• Payroll Services
• Software Consulting
• QuickBooks
• Business Plans
For more information or if you would like a quote, contact Trudy Kennedy, CPA, Accounting Team Manager.


Do you have an audit or review of your financial statements? Do you think that you need one? Is bonding or credit an issue with your company? We can provide answers to these and other questions relating to the following services:
• Audits
• Benefit Plan Audits
• Reviews and / or Compilations
• Financial Statements
• Financial Projections
• Cash Flow and Budgeting Analysis
For more information, contact Cheryl Kenitzer, CPA, CFE, Audit Team Manager.


A company or individual should engage their CPA to prepare tax returns in a timely, complete and accurate manner. In addition, we feel that it is just as important for us to be available to help our clients with thorough tax planning and representation on our client’s behalf with the IRS and other taxing authorities. We can provide assistance with:
• Gift and Estate Taxes
• Individual Tax Planning & Projections
• Business Tax Planning & Projections
• Income Tax Return Preparation
• IRS Representation
• Estate Planning
For more information, contact Mike Dell, CPA, Tax Team Manager.

What is the changing health care environment going to do to your practice and management? Many health care professionals consider providing quality service to clients their first priority. Consequently, their training is focused on their profession, not on running a business. We can help you in the following areas so that you can stay focused on what matters most.
• Analysis of Billing & Collection Process
• Medical Billing
• Analysis of Explanation of Benefits
• Health Care Consulting
For more information contact Kevin Eggebraaten, CPA, Health Care Team Manager.

We also provide consultation in specific areas. Please contact the name to the right of the service if you would like more information.

CP Financial Services, LLP has been established to facilitate the delivery of financial services to our clients.

We are engaged with Honkamp Krueger Financial Services (HKFS), 2355 JFK Road, Dubuque, Iowa, to provide investment advisory services and to work with our own Certified Financial Planners in serving your financial needs. HKFS works with over 50 CPA firms across the Midwest, emphasizing a team approach with the CPA to serve the client. To learn more about HKFS, please visit the link provided in the Resources tab.

Financial Services include:
• Analysis of current investment portfolio using Morningstar
• Sector weighting & asset allocation
• Analysis of insurance needs and current policies
• Education funding strategies
• Tax-efficient investments
• In-person portfolio analysis review
• Preparation of an investment policy statement


Casey Peterson & Associates, LTD. has teamed up with Kidder Benefits Consultants, Inc. to better serve you in the area of retirement planning. KBC, an affiliate of Honkamp Krueger Financial Services, focuses on the development of customized qualified retirement plans, 401 (k), and profit sharing plans. We will work together to provide you with the best financial recommendations for your future. To learn more about KBC, please visit the link provided in the Resources tab.

For more information on CP Financial Services, contact Casey Peterson, Kevin Eggebraaten,
John Mitchell, Charles Tinant, Sue McCormick, Mike Dell or Trudy Kennedy members of
CP Financial Services, LLP.





Casey Peterson & Associates, LTD. has joined the BDO Seidman Alliance, a nationwide association of independently owned local and regional accounting, consulting, business and technology firms sharing a dedication to exemplary client service.

As a member firm, the BDO Seidman Alliance allows us to:
• Enhance our client services and broaden our capabilities overall
• Expand our domestic and international coverage;
• Gain greater technical knowledge in specialty areas;
• Utilize professionals with experience in a wide range of industries:
• Access the most up-to-date technical information;
• Participate in the latest training programs;
• Utilize state-of-the-art, customized computer systems; and
• Provide our clients with key business contacts throughout the U.S.

By supplementing our existing services, the BDO Seidman Alliance brings us the necessary tools to better serve our clients with greater flexibility, efficiency and cost-effectiveness. We now offer expanded capabilites in such specialty areas as:
• National and international tax services
• Information technology consulting
• Specialty best practices for utilities, private client wealth management,
auto dealerships, and healthcare
• Special audit reports like SAS 70 reports
• And much more!

BDO Seidman, LLP is a national professional services firm providing tax, assurance, financial advisory and consulting services to private and publicly traded businesses. BDO Seidman serves clients by leveraging a global distribution network of resources comprised of nearly 600 member firm offices in 99 countries.