Services & Products

Our services focus on improving the key components of every successful organization.

You can rely on a consistent, cohesive, and dedicated team of service professionals and industry-specific experts who draw on a wide range of collective knowledge and experience.

The members of your Wipfli team understand that your overall financial health is measured by more than the bottom line. Because they represent a broad range of business disciplines, they can address your critical business issues with a depth of experience that generates the powerful, sustainable solutions you need to be competitive. And they have a commitment to helping you get closer to customers, leverage technology, effectively manage operations, strengthen your position in the marketplace, and achieve results.

SERVICES

Audit and Accounting Services

Wipfli’s audit and accounting experts assist clients with financial reporting and cost-accounting systems, financial statements, internal audits, assurance services, and temporary personnel.

Consulting Services

As a full-spectrum consulting practice, Wipfli offers a wealth of intellectual capital in a broad range of business disciplines.

Individual Services

Wipfli provides personal and private wealth management and financial solutions for individuals. Contact us today for assistance with personal taxes, investments, and financial planning.

Merger and Acquisition

Wipfli’s merger and acquisition specialists assist clients in positioning themselves as credible buyers, recommend avenues of diversification, and locate attractive businesses that complement their existing holdings or prior background. We have helped numerous public and privately held companies and individual buyers navigate their way through mergers and acquisitions.

Outsourcing Solutions

Outsourcing your back office to Wipfli allows your organization its leaders to focus energy and resources on business matters that drive profitability.

Public Company (SEC) Services

Wipfli’s Public Company (SEC) Services Practice Group has all the resources necessary to provide a full range of services to help emerging-growth and mid-sized publicly held companies as well as entrepreneurial, private companies planning to go public succeed.

Retirement Plan Solutions

Wipfli’s retirement plan experts provide a broad range of benefit plan services:

Plan design, recordkeeping, and compliance
Investment and fiduciary services
Plan audit

Risk Advisory and Forensic Services

Wipfli’s Risk Advisory and Forensic Services assist clients in strategically managing enterprise risk and enhancing their risk-management capabilities through specialized tools and proven best practices.

Tax Services

Wipfli's Tax associates provide tax planning, compliance, and audit assistance to diverse entities and individuals across the entire range of Wipfli's client base.

Valuation, Litigation and Transaction Services

Wipfli offers professional business valuation services performed by accredited appraisers who are members of the American Society of Appraisers (ASA) and the Institute of Business Appraisers (IBA) in addition to being accredited in business valuation (ABV) and certified public accountants (CPAs).

WCF Advisors, LLC – Corporate Finance Services

We consistently provide clients broad transactional, structuring and industry expertise, and the benefit of solid relationships with hundreds of middle-market companies and capital providers throughout the Midwest and across the United States.

PRODUCTS

Software

Maximize your company’s competitive edge with industry leading software.

Tools and Templates

Tools to improve development and sustain your high-performance workforce.

Southport Bank
Beth Bahr, Senior Vice President of Human Resources

“Communication was key to this initiative, and the outstanding materials provided by Wipfli made it very easy to educate our employees about the hotline’s use and its importance.”