You are known for your innovation. We are known for our stability.
Together, we can develop strategic solutions and managed services so you can meet your unique challenges and demonstrate strength and consistency to customers, investors and job candidates.
Our associates serve software and technology companies in every phase of their business life cycle. We offer tailored solutions for companies in a variety of industries, including fintech and healthtech.
Let us set you up for success.
Meeting your needs at every stage
We work with technology companies at any stage in their life cycle — seed, startup, growth and maturity. And we can assist whenever you’re ready for a major event such as an exit, IPO or M&A.
Just getting started and finding you have minimal bandwidth for handling the logistics of day-to-day operations? We can help you hit the ground running and be your trusted advisors as you grow.
What we offer:
- Ownership structure and cap table management
- Minimum viable product (MVP) development (software)
- Access to industry experts and contacts
- Business model review and business plan development
- Angel investment credits
Are you set up and focused on your operation, customers, employees and investors, but don’t have time to propel yourself into that growth stage?
What we offer:
- Financial accounting outsourcing, including bookkeeping and payroll services
- Financial statements review
- Help with building product development teams
- Regulatory compliance (Risk Advisory Services – SOC, HITRUST, ISO)
- R&D tax credits
- Strategic advisory services to fuel growth
- Employee stock options
- Additional early stage resources
Are you struggling to find time to meet the demands of a growing business? We can help you manage the moments of massive change.
What we offer:
- Strategic advisory services to scale up
- Capital raise and related services
- Technology selection
- ERP & CRM solutions
- Cloud operations
- Software development
- Part-time CFO services, including financial accounting outsourcing
- Cybersecurity and data-privacy assessments
- Attestation, financial statements, vendor contracts, etc.
You’ve got the momentum and have survived the growth chaos. Now you need to think about your next destination. It may be refining your processes to improve performance or exploring a different growth strategy. We can ensure you’re on solid footing today and help position you for the next level.
What we offer:
- Strategic advisory services — organizational performance
- Capital raise and structure
- International expansion
- Business valuation
- Pre-acquisition due diligence (financial, operational and tax)
- Post-acquisition integration consulting
- Investor communications
- Personal financial planning*
*Investment advisory and/or financial planning services, if requested, will be offered by an affiliate, Wipfli Financial Advisors, LLC, under a separate engagement agreement for a separate fee. Please visit www.wipflifinancial.com for important information about the firm, its services and disclosures.
Tap our industry knowledge
We have deep experience in specialized services that enable our associates to provide you with specialized knowledge and access to the industries you want to serve:
Fintech
We help our fintech clients navigate an ever-changing landscape of political, economic, social, technology, legal and environmental factors.
Healthtech
We bring our deep expertise working in the healthcare sector on partner alignment, embracing new payment structures and leveraging advancements in technology to gain insight into real time analytics to healthtech.
Featured Thought Leader
Ronald O. Bote, CPA, MST
Ron Bote is a manager in Wipfli LLP’s tax practice and has more than 25 years of tax and finance experience in assisting clients ranging from large, multinational corporations to small, closely held companies to individuals. He assists clients with their tax compliance, tax accounting, tax planning, and tax controversy needs.
Michelle Berkoben, CPA
Michelle Berkoben is a partner in Wipfli’s outsourced accounting and finance practice, with over 20 years of public accounting experience. She leads the northeast region’s outsourced accounting practice, serving business owners in a diverse array of industries and stages of their business, from startups to well-established companies.
Scale up with Wipfli
Wipfli's team is dedicated to helping tech companies scale up without compromising performance or losing revenue.
