Results that transform. See how we get from challenge to solution.
We have numerous examples of how we were able to find success in a solution to our client's business problem by providing expert accounting, technology consulting, individual services and tax services.
Valuation & Litigation Support
Valuing a Business in a Contentious Divorce
Valuation Services
Seminole Nation Gaming Enterprise
Accounting automation and controls create lasting impact for casino enterprise
NonprofitsGovernments
Tribal Gaming and Government
Tribal Gaming
Business consulting services
Digital Services
Why Muckleshoot Casino Resort chose Wipfli and Sage Intacct over an all-in-one ERP
Tribal Gaming and GovernmentTribal Gaming
Tribal Government
Business consulting services
Digital Services
Ho-Chunk Tribe of Winnebago Nebraska
Gaining digital and finance transformation
Tribal Gaming and GovernmentBusiness consulting services
Digital Services
A secure, seamless connection between SAP Concur and Dynamics 365 Finance & Operations
Technology IndustryBusiness consulting services
Digital Services
Centauri Health Solutions, Inc.
Performing HITRUST assessments and SOC audits for a growing and complex organization
Technology IndustryOperational performance assessment and Dynamics 365 implementation
Business consulting servicesDigital Services
SIFMA: Technology Implementation
With Sage Intacct, Wipfli helped SIFMA eliminate antiquated financial processes resulting in big efficiency gains and freeing up the organization’s resources.
NonprofitsBusiness consulting services
Digital Services
Senior Community Services: Improving Day-to-Day Operations
Using Technology to Help the Lives of Its Clients
NonprofitsBusiness consulting services
Digital Services
Real-time visibility and automation that enable long-term strategic planning
Business consulting servicesDigital Services
Kint Beverage Concepts & Fire Protection
Robust, automated accounting and real-time reporting that break down silos
Business consulting servicesDigital Services
Expense and Invoice Management with Concur Connectors for Sage Intacct
Business consulting servicesDigital Services
Eagle Hill School: Cloud Financial Management with Sage Intacct
Using Sage Intacct to see real-time financial & statistical data and integrate with mission-critical applications.
NonprofitsBusiness consulting services
Digital Services
Seven Clans Casinos: CasinoEdge Intacct Implementation
Creating Efficiencies and Improving Results with Award-Winning Accounting Software
Digital ServicesTribal Gaming and Government
Tribal Gaming
Business consulting services
Digital Services
Alliance for Strong Families and Communities
Gaining Long-Term Support — And Peace of Mind
NonprofitsGovernments
Business consulting services
Digital Services
Graebel Companies: International Tax Services
Wipfli’s expertise and global connections help worldwide moving company address international tax liabilities.
CPA Tax ServicesGoing Global
Wipfli and Wipfli Financial Advisors: A Synergistic Approach
Coordinated services brings peace of mind to private client.
Private client servicesCommunity Action Partnership of Central Illinois
Closing the gaps between ideal and actual culture
NonprofitsBusiness consulting services
Strategy and Operations
Talent and Change
The American Society of Agronomy
Microsoft Power BI and managed technology services
NonprofitsGovernments
Business consulting services
Digital Services
Southeastern Idaho Community Action Agency (SEICAA)
Building a modern, robust website in two months
NonprofitsBusiness consulting services
Digital Services
Greater Opportunities of the Permian Basin
Sage Intacct implementation and training
NonprofitsGovernments
Business consulting services
Digital Services
Community Action Partnership of Kern
How technology met overwhelming rental assistance program demand during the COVID-19 pandemic
NonprofitsGovernments
The Wisconsin Collaborative for Healthcare Quality
Outsourced accounting and CFO services
NonprofitsGovernments
Discovering the enduring benefits of a cloud-based ERP
Manufacturing and DistributionBusiness consulting services
Digital Services
NetSuite customization support: Mann Lake
Successfully launching and customizing the NetSuite ERP system in just four months
Manufacturing and DistributionBusiness consulting services
Digital Services
Enabling growth with greater data visibility
Manufacturing and DistributionBusiness consulting services
Digital Services
Technology managed services
Manufacturing and DistributionBusiness consulting services
Digital Services
Turning around a Business Central implementation
Manufacturing and DistributionBusiness consulting services
Digital Services
Fox Converting teamed up with Wipfli to improve IT infrastructure, saving time and money.
Manufacturing and DistributionBusiness consulting services
Digital Services
Customizing NetSuite to fully meet business needs
Manufacturing and DistributionBusiness consulting services
Digital Services
Microsoft Business Central
Manufacturing and DistributionBusiness consulting services
Digital Services
Mallard Manufacturing Corporation: Research and Development Tax Credit Study
Identifying additional tax credits results in substantial savings.
Manufacturing and DistributionCPA Tax Services
Manufacturing Company: Measuring Performance through CRM
Through Microsoft Dynamics CRM, a manufacturer can now effectively measure product performance and manage product launches.
Digital ServicesManufacturing and Distribution
Racine Metal-Fab: Cybersecurity Risk Mitigation
Manufacturing a strong defense against cyber threats.
Manufacturing and DistributionGovernance & Risk
Business consulting services
Digital Services
Sub-Zero: Gaining Valuable Business Intelligence Through CRM
Improved customer understanding has led to better business decisions using real, reliable data.
Manufacturing and DistributionDigital Services
Business consulting services
PURE Insurance: PositivePay for Intacct
Worry-free, hand-off functionality reduces stress.
Business consulting servicesInsurance
Digital Services
A website redesign to reflect an industry leader
HealthcareBusiness consulting services
Digital Services
ENT & Allergy Associates (ENTA)
Planning an office with robust technology.
HealthcareBusiness consulting services
Digital Services
Bethesda of Beresford: Operational Review
Eliminating inefficiencies and streamlining operational processes.
HealthcareBellin Health: Service Line Analysis
Understanding the critical issues facing a service line.
HealthcareSPIRE Credit Union: Actionable Insights through Business Intelligence
By creating analytics through the Qlik Sense® solution, SPIRE has achieved better insight into its portfolio profitability.
Financial InstitutionsDigital Services
Gaining improved lending policies, better documentation, and confidence in the quality of its loans
Financial InstitutionsProviding guidance and expertise to ensure the best fit for the Bank.
Financial InstitutionsBusiness consulting services
Financial Services
Cloud Transformation and Cost Savings
Construction and Real EstateBusiness consulting services
Digital Services
Enabling a culture of business development
Construction and Real EstateBusiness consulting services
Digital Services
Beltline Electric Company, Inc.
Implementing Wipfli Connect for Contractors and Microsoft Power BI
Construction and Real EstateBusiness consulting services
Digital Services
Building a faster reporting solution, delivering greater performance, and creating empowered employees.
Business consulting servicesConstruction and Real Estate
Digital Services
Edgewood College: Help Desk Assessment
A Help Desk gets insights, improvements, and best practices.
Business consulting servicesDigital Services
Culver's, Doug Mueller Franchise: Financial Accounting Outsourcing
Ordering up greater accuracy.
OutsourcingAutomating processes leaves more resources for the projects that matter.
Business consulting servicesBusiness consulting services
Digital Services
Chippewa Veterinary Clinic: Financial Accounting Outsourcing
Wipfli tames the bookkeeping beast.
OutsourcingArizona Diamondbacks: ExpenseConnect
Hitting a home run with seamless expense integration.
Business consulting servicesDigital Services
Valley Corporation: Research and Development Tax Credit Study and Succession Planning
Third-generation business nets substantial tax savings, an improved retirement plan, and a better business position for future generations.
AgribusinessCPA Tax Services
Business Advisory
Accelerated Genetics: State and Local Tax
Audit assistance helps turn a potential tax liability into a refund.
AgribusinessCPA Tax Services
Satisfying ASC 606 — Revenue Recognition