Mark Lyons
Managing Shareholder & Board President
It’s complicated.
We simplify It.
Our medical and healthcare CPAs serve a diverse healthcare client base – medical clinics, independent pharmacies, critical access hospitals, rural healthcare clinics, surgery centers, long-term care facilities and more – all throughout the United States. No matter what challenge comes your way, we’re ready for it.
Let us help you lead the way
Ever-changing regulations, shifting demographics, and patient needs create all kinds of challenges for healthcare organizations. But when you work with a Casey Peterson, LTD healthcare CPA or accountant, you have access to a financial pro who understands your unique situation and can offer innovative solutions.
Experienced CPAs Who Put People First
Our healthcare and medical CPAs and accountants have decades of experience in the healthcare industry. When you partner with our team, you’re working with leaders in accounting, audit, consulting who can help you navigate the specific operational issues healthcare facilities face.
We maintain close affiliations with and support community health organizations such as the South Dakota Chapter of the Healthcare Financial Management Association, the National HFMA, the Wyoming Hospital Association, the South Dakota Association of Healthcare Organizations, the Rapid City Regional Hospital Board of Directors, and the North Dakota Hospital Association.
Kelly Klein
Income Partner
Alayna Marten
Client Manager
Charles Frizzell
Client Manager
Jackie Jermolenko
Client Manager
Catie Haar
Associate
Concey Bader
Accounting Technician Associate
Madhuri Ganguri
Associate
Thane Lees
Senior Associate
Services we provide the healthcare industry
- Accounting Financial Statements
- Accounting Software Training and Consulting
- Agreed Upon Procedures
- Audit Preparation Services
- Audit, Compilation, and Review
- Benchmarking and Analytic Review
- Board Member and Management Training
- Bookkeeping and Accounting Services (Monthly and Year-End)
- Budgeting, Forecasts, Projections, and Cash Flow Analysis
- Business Transition, Succession, and Wealth Transfer Consulting
- Business Valuation
- Consulting on Changes in Organizational Structure/ Entity Selection
- Contract Negotiations
- Divisive Reorganization
- Estate Planning
- Exempt Status Consulting
- Federal Grant Compliance Consulting
- Fraud Examinations
- Healthcare Practice Management Consulting
- Indirect Cost Rate Proposals
- Interim Controller, CFO, and Business Office Services
- IRS Representation
- Joint Venture Consulting and Analysis
- Litigation Support
- Medicare and Medicaid Cost Report Preparation
- Medicare and Medicaid Reimbursement Consulting
- Mergers, Acquisitions, and Reorganizations
- Payroll Processing and Payroll Tax Services
- Policy Development
- Risk Advisory, Internal Audit, and Internal Controls
- Single Audit
- Strategic Planning
- Tax Preparation and Planning
- Wealth Management and Financial Planning Services