Lead the Way.
road to recovery
The COVID-19 coronavirus is impacting every business and person in the nation. Every day, there’s a new financial question or concern related to the crisis.
To help you navigate these challenging times, Casey Peterson, LTD financial professionals are monitoring this ever-shifting landscape to help you make smart decisions by updating our resource page regularly.
PPP LOAN FORGIVENESS SOLUTION
It’s difficult to keep up with and understand all of the nuances of the new government aid. We don’t want you to feel overwhelmed or alone during this time. So, we’ve created an innovative solution to help you forecast, document, and report your Paycheck Protection Program loan forgiveness.
Learn More
Casey Peterson, Ltd. News
Is Your Organization Tracking Wages Correctly for the CARES Act?
09/16/2020
Organizations that received CARES Act funding — like healthcare facilities, schools, and nonprofits — have to make sure their documentation for employee wages all agrees.
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Casey Peterson, LTD Named Top 400 Firm and Fastest-Growing Firm
09/16/2020
We don’t usually toot our own horn, but we’re honored and excited about a recognition we recently received.
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Does Your Business Need a 401(k) Audit?
09/11/2020
If your business offers employees a 401(k) retirement plan, you might need an audit after a certain number of your staff start taking part in the program. The word “audit” can sound scary. But a 401(k) audit — which a third party will need to perform — is just part of running your business.
More infoDON'T LIKE NUMBERS? WE DO.
At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.
We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.
If you want the same, we should talk.