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.
Industries Served
Does your business fall outside our specialty industries below? That doesn’t mean we can’t help. If you’d like more information about the additional services we offer — throughout dozens of other industries we serve — let's talk.
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
What’s The Right Retirement Plan Investment Allocation For You?
09/11/2021
Most retirement plans provide many investment options, and choosing the best option for you can be challenging. There are three main areas to help you determine the best investments for your retirement account.
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The Attributes Of A Great People Developer
08/31/2021
Accounting Today recently featured two of our staff members — Client Manager and CPA Lori Larson and Industry Leader, CPA, and MBA Kayla Giesey — in an article about different generational perspectives. Lori and Kayla were both asked to answer the question “what do you consider to be the most important attributes of a great people developer?”
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Don’t Rush Your Submission For PPP Forgiveness
08/26/2021
If you haven’t already filed for forgiveness of your business’s Paycheck Protection Program loan, you might want to continue to wait.
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.