We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.
Please take a moment and read more about our people, our history, and our areas of specialization. If you have any questions or would like more detailed information about how we can help you, don’t hesitate to contact us. We would be happy to serve you.
Jeff Rasmussen, CPA, Jeff joined the firm as a partner and CPA in 2018 and brings over 15 years’ experience in accounting, audit and tax matters. He received his CPA certification in 2003 and most recently served as Chief Financial Officer of a local Marshalltown company. Jeff’s experience as CFO has allowed him to gain knowledge and expertise in the field of how to manage a business effectively at a high level. He translates this knowledge and success to our clients through his virtual and outsourced CFO services. This is perfect for small to medium sized businesses that are not able to afford a fulltime CFO.
Ellen Bergman, CPA, Ellen has over 30 years of experience in accounting, small business start-up, financial consultations, and tax preparation. She received her CPA certification in 1985. Ellen is a member of the American Institute of Certified Public Accountants (AICPA) and the Iowa Society of Certified Public Accountants (ISCPA).
The original firm, Bergman CPA Tax & Accounting, began with general accounting services for business and individuals. This developed into strategic planning for individual wealth maintenance, minimization of tax liabilities for individuals and corporations, and virtual & outsourced CFO consulting services. We believe in “old school” principles, but we also believe in keeping up with the needs of individuals and businesses in this rapidly changing world.
Our Areas of Specialization
Our entire operation is rooted in a tradition of meeting the highest standards of accounting practices. From this foundation, we offer the following specialized services: accounting, payroll and tax services for individuals and businesses, strategic tax planning for individuals and businesses, financial planning services for individuals and estates, consulting services for business development and management, and virtual and outsourced CFO services.