Firm Profile - Eide Bailly

FIRM IN MOTION
2 0 1 5 - 2 0 1 6
Y E A R
I N
R E V I E W
EXPERIENCING
SUCCESS
At Eide Bailly, we have forward-thinking partners, talented staff and a strong
vision for our future. Our goal to double in size in five years is taking shape;
two years into this endeavor, we find ourselves on track. Business is good.
Many ask how we are able to experience steady growth. We strategize,
implement, adjust and strategize again. By embracing change, we are
able to propel our firm forward in a way that adds value to all our
stakeholders—clients, community, staff and partners. We are mindful
of what’s important: hiring the best people, expanding our service
lines, looking for new opportunities and finding better ways to serve
our clients. We are always in motion.
We treat every client’s business as if it were our own, because we
enjoy helping them succeed. And when we surround ourselves
with successful businesses, we experience even greater
success. We look forward to the year before us.
Dave Stende, Managing Partner/CEO
SERVING
PASSIONATELY
In today’s competitive marketplace, clients expect quality services and products from their
service providers; however, they appreciate and value exceptional service. What makes
Eide Bailly different is our client experience:
We promise our clients an experience, second to none, where they feel
understood, connected and confident.
At Eide Bailly, we are passionate about our work and we think about our clients all the
time—even when they don’t expect it. Clients value our peer-to-peer approach to
service delivery that puts the emphasis on understanding their business, and their goals.
Our clients appreciate when we share new ideas, help them find better ways to do things
and solve their business issues. It makes them feel good, which makes us feel good.
This inspires us to find even more ways to help our clients.
Our approach to service isn’t rocket science; it’s about taking a genuine interest in our
clients. We listen carefully to fully understand their situation and connect them with
appropriate resources and information, so they can make confident business decisions.
Success is demanding. We’ve got our clients’ backs.
BUILDING
TALENT
As a top 25 CPA firm in the nation, we are able to attract talented
staff. But our clients expect more than this. They want caring, friendly
professionals who understand business—individuals who have their best
interests at heart and can align business needs with the right solutions.
Similarly, our people want a rewarding career filled with purpose,
as well as an environment that helps them reach their potential.
Eide Bailly understands these dynamics, and our firm has created a
caring and supportive culture that both clients and staff appreciate.
In fact, people across the nation notice our culture: we are proud to be
ranked 4th in the nation for culture and 6th in the nation for interaction
with clients in Vault’s Accounting Firms Rankings: 2016 Vault Accounting
50 Report (vault.com).
At Eide Bailly, we promise our staff a different experience; one that includes:
- meaningful, challenging work
- learning opportunities on and off the job
- a culture where women are as likely to succeed as men
- growth and leadership opportunities
- the chance to make an impact
We are not just hiring top talent, we are building a talented firm where
clients and staff can experience success.
SUPPORTING
COMMUNITY
We are proud to work and live in supportive communities across the country—
communities that are active and thriving. At Eide Bailly, we find it rewarding
to give back to our communities by supporting existing programs, developing
new initiatives, providing direction for our youth and offering support in
times of need.
We encourage our staff and partners to actively participate and contribute
to our communities in meaningful ways. We have found that our people
approach philanthropy like they do their work, turning their passions into
great achievements. They have found many ways to give back to their
communities—some thrive in visible leadership roles, while others choose to
work behind the scenes. Many of our professionals share their knowledge
with organizations and associations, while others turn to their children’s
activities as leaders and coaches.
In addition to individual contributions, our offices look for ways to
support local causes. We participate in educational programs,
fundraisers and special events.
Because we feel strongly about supporting our communities,
we have developed a formal corporate responsibility program,
through which we will set goals and track our progress.
ON OGDEN DUBUQUE LAS VEGAS NORMAN SPOKANE LEHI PHOENIX BOULDER DENVER MANKATO RENO OKLAHOMA CITY MINNEAPOLIS RENO S
EEN GOLDEN ELKO FARGO SIOUX FALLS GRAND JUNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE LAS VEGAS NORMAN SPOKANE LEHI PHO
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PHOENIX BOULDER DENVER MANKATO RENO OKLAHOMA CITY MINNEAPOLIS RENO SALT LAKE CITY TULSA DENVER BISMARCK FORT COLLINS BILLIN
SE FALLON WILLISTON OGDEN DUBUQUE LAS VEGAS NORMAN SPOKANE LEHI PHOENIX BOULDER DENVER MANKATO RENO OKLAHOMA CITY MIN
ILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAND JUNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE LAS VEGAS NORMAN SPOKA
TY MINNEAPOLIS RENO SALT LAKE CITY TULSA DENVER BISMARCK FORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAND JUN
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ALLS GRAND JUNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE LAS VEGAS NORMAN SPOKANE LEHI PHOENIX BOULDER DENVER MANKATO R
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ATO RENO OKLAHOMA CITY MINNEAPOLIS RENO SALT LAKE CITY TULSA DENVER BISMARCK FORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO FARG
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TULSA DENVER BISMARCK FORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAND JUNCTION BOISE FALLON WILLISTON OGD
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SE FALLON WILLISTON OGDEN DUBUQUE LAS VEGAS NORMAN SPOKANE LEHI PHOENIX BOULDER DENVER MANKATO RENO OKLAHOMA CITY MIN
ILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAND JUNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE LAS VEGAS NORMAN SPOKA
TY MINNEAPOLIS RENO SALT LAKE CITY TULSA DENVER BISMARCK FORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAND JUN
AN SPOKANE LEHI PHOENIX BOULDER DENVER MANKATO RENO OKLAHOMA CITY MINNEAPOLIS RENO SALT LAKE CITY TULSA DENVER BISMARCK FO
UNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE LAS VEGAS NORMAN SPOKANE LEHI PHOENIX BOULDER DENVER MANKATO RENO OKLAHO
T COLLINS BILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAND JUNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE LAS VEGAS NORM
MA CITY MINNEAPOLIS RENO SALT LAKE CITY TULSA DENVER BISMARCK FORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAN
RMAN SPOKANE LEHI PHOENIX BOULDER DENVER MANKATO RENO OKLAHOMA CITY MINNEAPOLIS RENO SALT LAKE CITY TULSA DENVER BISMARC
AND JUNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE LAS VEGAS NORMAN SPOKANE LEHI PHOENIX BOULDER DENVER MANKATO RENO O
RCK FORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAND JUNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE LAS VEG
O OKLAHOMA CITY MINNEAPOLIS RENO SALT LAKE CITY TULSA DENVER BISMARCK FORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX
VEGAS NORMAN SPOKANE LEHI PHOENIX BOULDER DENVER MANKATO RENO OKLAHOMA CITY MINNEAPOLIS RENO SALT LAKE CITY TULSA DENVE
OFFICES
ALLS GRAND JUNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE LAS VEGAS NORMAN SPOKANE LEHI PHOENIX BOULDER DENVER MANKATO R
BISMARCK FORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAND JUNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE LA
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STATES
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TULSA DENVER BISMARCK FORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAND JUNCTION BOISE FALLON WILLISTON OGD
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LON WILLISTON OGDEN DUBUQUE LAS VEGAS NORMAN
NGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAND
NNEAPOLIS RENO SALT LAKE CITY TULSA DENVER BISMARCK
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ND JUNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE
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OKLAHOMA CITY MINNEAPOLIS RENO SALT LAKE CITY TULSA
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X FALLS GRAND JUNCTION BOISE FALLON WILLISTON OGDEN
ER BISMARCK FORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO
RENO OKLAHOMA CITY MINNEAPOLIS RENO SALT LAKE CITY
AS VEGAS NORMAN SPOKANE LEHI PHOENIX BOULDER
GO SIOUX FALLS GRAND JUNCTION BOISE FALLON WILLISTON
SA DENVER BISMARCK FORT COLLINS BILLINGS ABERDEEN
VER MANKATO RENO OKLAHOMA CITY MINNEAPOLIS RENO
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ELKO FARGO SIOUX FALLS GRAND JUNCTION BOISE FALLON
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ULDER DENVER MANKATO RENO OKLAHOMA CITY
LON WILLISTON OGDEN DUBUQUE LAS VEGAS NORMAN
NGS ABERDEEN GOLDEN ELKO FARGO SIOUX FALLS GRAND
NNEAPOLIS RENO SALT LAKE CITY TULSA DENVER BISMARCK
ANE LEHI PHOENIX BOULDER DENVER MANKATO RENO
NCTION BOISE FALLON WILLISTON OGDEN DUBUQUE LAS
ORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO FARGO SIOUX
OMA CITY MINNEAPOLIS RENO SALT LAKE CITY TULSA DENVER
MAN SPOKANE LEHI PHOENIX BOULDER DENVER MANKATO
ND JUNCTION BOISE FALLON WILLISTON OGDEN DUBUQUE
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OKLAHOMA CITY MINNEAPOLIS RENO SALT LAKE CITY TULSA
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X FALLS GRAND JUNCTION BOISE FALLON WILLISTON OGDEN
ER BISMARCK FORT COLLINS BILLINGS ABERDEEN GOLDEN ELKO
RENO OKLAHOMA CITY MINNEAPOLIS RENO SALT LAKE CITY
AS VEGAS NORMAN SPOKANE LEHI PHOENIX BOULDER
GO SIOUX FALLS GRAND JUNCTION BOISE FALLON WILLISTON
SA DENVER BISMARCK FORT COLLINS BILLINGS ABERDEEN
VER MANKATO RENO OKLAHOMA CITY MINNEAPOLIS RENO
DEN DUBUQUE LAS VEGAS NORMAN SPOKANE LEHI PHOENIX
ELKO FARGO SIOUX FALLS GRAND JUNCTION BOISE FALLON
GROWING TO SERVE
Many ask why we continue to grow. The simple answer is to remain
competitive in the marketplace. Being a large, regional firm allows us
to build a strong platform of specialty services to address our clients’
needs. It also gives our staff more opportunities to grow professionally,
specialize and become leaders. Our growth is intentional—and keeps
our firm vibrant and forward-thinking.
Our external growth this past year includes:
JUNE 2014 – We expanded westward with McDirmid, Mikkelsen &
Secrest into the state of Washington (Spokane).
UGUST 2014 – Sample & Bailey expanded our Colorado presence in
A
Fort Collins.
OVEMBER 2014 – Accounting Systems, Inc., also in Fort Collins,
N
strengthened our ERP technology practice.
OVEMBER 2014 – With the addition of Muckel Anderson, we made
N
our debut in Nevada (Reno).
ECEMBER 2014 – Kafoury Armstrong & Company (Reno, Fallon, Elko
D
and Las Vegas) joined Eide Bailly, making us the largest regional CPA
firm in the state of Nevada.
JUNE 2015 – With the addition of Sartain Fischbein & Company, we are
now one of the largest CPA firms in Tulsa, Oklahoma.
UGUST 2015 – Kyazma Business Consulting, a technology firm in Lehi,
A
Utah, brought our clients a new service offering: Salesforce consulting,
implementation and support.
BY THE NUMBERS
1917
FOUNDED
220M
FIRMWIDE REVENUE
54K
FIRM CLIENTS
19th Largest
CPA FIRM IN THE NATION
FIRM MEASUREMENTS
SERVICE MIX BY REVENUE
20%
2%
PARTNERS
STAFF
TOTAL
OFFICES
FY NET FEES
2015
234
1,385
1,619
27
$220M
2014
210
1,237
1,447
24
$192M
2013
195
1,104
1,299
22
$171M
2012
165
1,016
1,181
20
$158M
PARTNERS
STAFF
TOTAL
8
57
65
Colorado: Boulder, Denver, Fort Collins, Golden, Grand Junction
28
145
173
Idaho: Boise
15
79
94
5
24
29
30
174
204
8
60
68
Nevada: Elko, Fallon, Las Vegas, Reno
14
82
96
North Dakota: Bismarck, Fargo, Williston
47
346
393
Oklahoma: Norman, Oklahoma City, Tulsa
21
127
148
South Dakota: Aberdeen, Sioux Falls
30
110
140
Utah: Lehi, Ogden, Salt Lake City
21
138
159
7
43
50
234
1,385
1,619
TAX SERVICES
AUDIT & ASSURANCE
CONSULTING/OTHER
AFFILIATES
36%
42%
FIRMWIDE RESOURCES
STATE
Arizona: Phoenix
Iowa: Dubuque
Minnesota: Mankato, Minneapolis
Montana: Billings
Washington: Spokane
TOTAL
ADDING VALUE
S E R V I C E
O F F E R I N G S
ACCOUNTING SERVICES
accounting software implementation, accounts payable and accounts
receivable management, business accounting, cloud accounting, controller
outsourcing, general ledger reconstruction, payroll services
AUDIT & ASSURANCE
audit, compilations and reviews; employee benefit plan audits;
international financial reporting standards, SEC services, Service
Organization Control (SOC), single audits
TAX SERVICES (CONTINUED)
CONSULTING: accounting methods and periods; cost segregation
studies; estate, trust and gift services; low income housing credits; repair
regulations; research and development (R&D) tax incentives; Section
199; State and Local Tax (SALT); tax authority audit & correspondence;
tax controversy consulting
INTERNATIONAL: inbound and outbound international tax planning;
international tax for individuals and businesses; transfer pricing; U.S.
export tax incentive (IC-DISC)
FINANCIAL SERVICES
financial planning, insurance services, investment services
FORENSIC & VALUATION
BUSINESS VALUATION: business value enhancement, disputes,
financial reporting, shareholder agreements, tax & wealth management,
transactions
COMPUTER FORENSICS: attorney & corporate consulting; collection,
preservation and litigation holds; e-discovery and data services; incident
response and network forensics; Internet & social media forensics, mobile
devices and cloud forensics; risk advisory services
FORENSIC ACCOUNTING: claims review, economic damage
calculations, financial exploitation, fraud awareness training, fraud
detection and investigation, internal controls examination, litigation
support and consulting
SALT: amnesty programs, apportionment reviews, FAS 5, FIN 48, Nexus
studies, payroll tax consulting, routine SALT consulting services, sales
and use tax process review, sales taxability analysis, tax controversy,
unclaimed property consulting, voluntary disclosures
TECHNOLOGY CONSULTING
TECHNOLOGY SERVICES: security services, custom development,
technology planning & strategy, IT assessment, solution selection, project
management
ERP & CRM (NetSuite, Sage, Salesforce): solution selection and
implementation, optimization, training and support
BUSINESS ANALYTICS: KPI discovery, project management and
implementation
HUMAN RESOURCES: employee assessment tool, background checks,
hotline reporting, placement services
INFRASTRUCTURE & NETWORKING: managed services, technical
architecture & design, collaboration & communication, IT staffing
services, infrastructure & networking solutions
RISK ADVISORY SERVICES
TRANSACTION SERVICES
internal audit, IT audit/controls review, IT risk assessment, SarbanesOxley (SOX) compliance, security governance compliance, security
services, Service Organization Control (SOC)
financial analysis, tax consulting, valuation analysis, due diligence/
quality of earnings, financial services, sale preparation
TAX SERVICES
business valuation, financial services, succession planning, wealth
transition services
COMPLIANCE: tax planning and preparation; tax research
WEALTH MANAGEMENT
I N D U S T R Y
E X P E R T I S E
1
AFFORDABLE HOUSING
INSURANCE
arbitrage calculations, financial forecasts and projections, compliance
reviews, cost certifications and cost segregation studies
Statutory and GAAP audit and tax services, captive services, regulatory
compliance, financial and market conduct services and model audit rule
AG PRODUCERS
MANUFACTURING & DISTRIBUTION
Farm Service Agency program management, strategic planning,
succession planning, retirement planning and estate planning
R&D tax credits, international tax services (including IC DISC), cost
segregation, state and local tax, business valuations, succession planning,
technology consulting, forensic services, mergers & acquisitions, executive
search and Health Care Reform
CONSTRUCTION & REAL ESTATE
claims and litigation support, operational analysis and assessment,
succession planning, background checks and executive placement
and leadership transition
NONPROFIT
dealer profitability and controls, merger and acquisition consulting, fraud
prevention, cost segregation, business valuations and regulatory compliance
compensation and benefits, entity structure, intermediate sanctions
planning and documentation, securing exemptions and private foundation
planning, technology consulting, functional cost allocation analysis,
internal controls review, board education and development, mergers &
acquisitions and international activities
FINANCIAL INSTITUTIONS
OIL & GAS
directors exams, compliance consulting & helpline, BSA/AML, loan file
review, regulatory consulting, call report consulting and preparation,
technology services, examinations, network security review, strategic
planning, bank expansion & branching, mergers & acquisitions, BASEL III
& capital planning, IRR analysis
mergers & acquisitions, due diligence projects, master limited
partnerships, review of internal controls and accounting processes,
oversight of depletion, ARO, impairment analysis and deferred tax
calculations, evaluation of purchase price allocations and selection of
financial accounting software
GAMING
RENEWABLE ENERGY
accounting services, employee benefit plan audits, forensic & valuation,
Nevada internal audit outsourcing, Nevada financial statement
preparation, technology consulting, Title 31 anti-money laundering,
transaction services, tribal gaming and wealth management
operational efficiencies, strategic planning, internal control and SOX 404
services, business valuations, cost segregation studies, RINs attestation
services, and forecasts and projections
GOVERNMENT
mergers & acquisitions, depreciation and rate studies, business
valuations, and compliance with Section 404 of the Sarbanes-Oxley Act
DEALERSHIPS
forensic accounting, arbitrage services, technology consulting and
general consulting and litigation support
UTILITIES
We offer our core services of audit & assurance and tax to all industries.
1
HEALTH CARE
revenue cycle, compliance, coding, health care payment strategies,
strategic finance, process improvement, information technology and
organizational consulting
CONNECT WITH US
An Independent Member Firm of HLB International
Rev: 10/2015
CULTURE
THE FOUNDATION OF SUCCESS
Caring for our external and internal clients
with a passion to go the extra mile.
Respecting our peers and their
individual contributions.
Conducting ourselves with the highest level
of integrity at all times.
Trusting and supporting one another.
Being accountable for the overall success
of the firm, not just individual or office success.
Stretching ourselves to be innovative and
creative, while managing the related risks.
Recognizing the importance of maintaining
a balance between work and home life.
Promoting positive working relationships.
And, most of all, enjoying our jobs … and having fun!