Shereen Mahoney, CPA
Partner
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.
Certifications
- 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
Professional Memberships and Activities
- Greater Washington Society of CPAs – Board Member
- American Institute of Certified Public Accountants (AICPA) – Member
- International Coaching Federation – Member
- Information Technology Alliance (ITA) – Member
Areas of Focus
- Accounting software consulting and implementations
- Business advisory services
- Nonprofits
Education
James Madison University- Master of science degree in accounting
- Bachelor of business administration degree in accounting information systems
Recent Insights
Articles
Is Automation Part of the Cure to the Finance Skills Gap?
May 20, 2019
Project Accounting for Professional Services Part 1: Signs Your Current Solution Doesn’t Make the Cut
Apr 02, 2019
Wipfli to Sponsor Exhibit and Present at Sage Intacct Advantage 2018
Oct 01, 2018
Videos And Webcasts
The great migration: How leading companies transformed finance with a cloud ERP
May 28, 2025
Unlocking efficiency and innovation: The benefits of migrating your accounting systems to the cloud
Apr 10, 2024
How AI is transforming financial management
Nov 15, 2023
Automating accounting processes to mitigate risks in a tight labor market
Oct 23, 2023
How to improve financial visibility through dashboards and reports
Sep 13, 2023
Gain a Competitive Edge With a Tech-Savvy Finance Team
May 08, 2019
In The News
External News
Shereen Mahoney helps nonprofits understand accounting software and the cloud
The Nonprofit Times | Mar 12, 2021