BKD: Adds marketing, CRM consultants Ledgeview Partners

APPLETON, Wis. – BKD CPAs & Advisors is pleased to announce the addition of Ledgeview Partners to BKD, effective March 1. Ledgeview’s 40-plus professionals will become part of the BKD Technologies team.

Founded in 2007, Ledgeview Partners is a business and technology consulting organization focused on providing professional services to help grow clients’ revenues by advancing sales, marketing and service operations. Ledgeview specializes in the effective use of customer relationship management (CRM) technology and is a Microsoft and Salesforce Partner.

Ledgeview’s deep knowledge of industry-leading CRM platforms will bolster BKD Technologies’ ability to enhance marketing automation, field service and sales and marketing advisory and execution support for clients.

“We were first attracted to Ledgeview based on their outstanding reputation for successful CRM implementations, which is a valuable strategic addition to our Technologies capabilities,” said BKD CEO Tom Watson. “But we’re equally impressed by their efforts to truly gain trusted advisor status with their clients by providing a seamless suite of services designed to help their clients achieve success.”

“We are beyond excited to join the combined BKD and DHG team,” said Lisa Benson, principal and CEO of Ledgeview Partners. “While we have many business synergies that will allow both our companies to grow, it was the amazing culture at BKD, which parallels ours, that sealed the deal. From our first leadership interactions to the individual Ledgeview employee touchpoints that made each feel like they are already part of the family, we were convinced it was the perfect fit.”

Ledgeview’s team members will remain at their current location in Appleton, Wisconsin, which will become BKD’s 42nd and northernmost office, once again expanding the firm’s geographic reach. BKD has a presence in 19 states, and recently announced an agreement to merge with fellow Top-20 firm DHG to better serve clients nationwide and internationally.

“I am truly excited to see the value Ledgeview will bring not just to our Technologies practice, but to the combined client base of BKD and DHG,” said Jerry Henderson, regional managing partner for BKD National Advisory Services. “Ledgeview’s skill set will significantly expand how our Technologies team can help our clients.”