LEE ROBERTS is a Partner & Managing Director of Creative Planning Business Services. Lee specializes in working with growth-oriented companies where he provides Cloud software stacks wrapped with experienced professionals that automate core back-office functions, fix outstanding issues and most importantly prevent future errors from occurring. Creative Planning's Business Services “just work” and “they work together”!Growing up in a family business, Lee developed a great… Show more LEE ROBERTS is a Partner & Managing Director of Creative Planning Business Services. Lee specializes in working with growth-oriented companies where he provides Cloud software stacks wrapped with experienced professionals that automate core back-office functions, fix outstanding issues and most importantly prevent future errors from occurring. Creative Planning's Business Services “just work” and “they work together”!Growing up in a family business, Lee developed a great understanding of the sacrifices that business owners endure. He knows firsthand how too many business owners / company leaders attempt to manage many functions internally - directing energy towards something they generally don’t enjoy and are often not successful. As a testament to the above values Lee demonstrates, over 90,000 clients across the U.S. trust Creative Planning for the following services:Private Wealth ManagementEstate PlanningRetirement Plan AdvisoryVirtual CFO/Controller/BookkeepingState & Local Tax (Nexus Studies, Registrations and Outsourced Filing)Business Intelligence & Analytics (FP&A, Budgets & Forecasting)Tax CreditsCPA Services (Tax, Audit & Assurance)Human Capital Management (HR, Timekeeping & Payroll)Human Resource Consulting / OutsourcingManaged IT SupportTier One Helpdesk SupportCyber SecurityTurnaround ManagementInterim Management & ReceivershipDistressed Investment Banking - Sell SideBerganKDV Non-Distressed Investment Banking (Buy & Sell Side)Refinancing & Restructuring Business Exit Strategies Owner PlanningBusiness Performance CoachingStrategic PlanningTeam Meeting FacilitationLeadership Team DevelopmentLeadership Training / Executive CoachingMergers & AcquisitionsSuccession PlanningDigital Roadmaps / Multi-Year Technology PlansCustom IntegrationsOrganizational Talent DevelopmentCompensation Structure & StrategiesProcess & Continuous ImprovementInsurance - And More! Show less

IPPA is a leading nationwide trade association consisting of privately held companies whose primary function is the preparation of payroll and payroll taxes for employers of all sizes, processing nearly $200 billion in gross wages annually. In addition to payroll, these companies also offer a variety of timekeeping and human capital management (HCM) software solutions.

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