Shereen Mahoney

Shereen Mahoney, CPA

Partner, Wipfli Advisory LLC

Shereen Mahoney is a technology consulting partner in Wipfli’s financial and operational systems practice. She has over 30 years of experience in all aspects of accounting, financial and business systems, including sales and service delivery. She is the former CEO of a top 100 accounting software and technology consulting firm that joined Wipfli in 2016.

She is passionate about helping clients implement ERP systems to help them run their organizations more efficiently. She also works with CEOs and senior leaders as a personal leadership coach and helps executives develop high-functioning teams.

Shereen has deep nonprofit experience and spent five years leading Wipfli’s nonprofit audit, tax and consulting services. She also serves on the board for Wipfli Foundation, which supports educational and community organizations that impact the localities in which Wipfli has a presence.

  • Accounting software consulting and implementations
  • Business advisory services
  • Nonprofits
  • Leadership development

  • Certified Public Accountant
  • International Coaching Federation ACC-Certified Executive Coach
  • Certified Analyst in the Predictive Index (PI) Assessment Toolkit
  • EQ-i2.0 and EQ360 Emotional Intelligence Instruments Certified

  • Greater Washington Society of CPAs – Board Member
  • American Institute of Certified Public Accountants (AICPA) – Member
  • International Coaching Federation – Member
  • Information Technology Alliance (ITA) – Member

James Madison University
  • Master of science degree in accounting
  • Bachelor of business administration degree in accounting information systems
Expertise and services

INDUSTRY EXPERTISE

Latest case studies, resources, and insights

  • the meeting room

    ARTICLE | TECHNOLOGY CONSULTING

    Cloud-based ERP for finance teams: A practical migration guide

    Moving to a cloud-based ERP can improve financial visibility, automate manual work and support growth. Here are some lessons learned from ERP selections and implementations.

  • Shot of group of business persons in business meeting. Three entrepreneurs on meeting in board room. Corporate business team on meeting in modern office. Female manager discussing new project with her colleagues. Company owner on a meeting with two of her

    ARTICLE | PERFORMANCE MANAGEMENT

    Why visibility beats velocity in times of financial pressure

    Explore why visibility beats speed when pressure rises. Learn how financial clarity helps mid-market leaders make smarter, faster, more confident decisions.

  • Shot of a confident businessman using a digital tablet in a modern office

    WEBINAR | TECHNOLOGY CONSULTING

    The great migration: How leading companies transformed finance with a cloud ERP

    Hear how finance leaders made the great migration — to cloud-based ERPs. This webinar features real-world stories, lessons learned and a live Q&A.