Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Nathan McCarthy

910 N Last Chance Gulch
Helena, MT 59601

Tel: 406.442.5520

Areas of Focus

  • Health care organizations
  • Financial institutions
  • Employee benefit plans
  • Insurance industry
  • Colleges and universities
  • Nonprofit entities


Financial Institutions


University of Montana
  • Master of accountancy degree
  • Bachelor degree in business administration with an emphasis in accounting and finance - Graduated with honors

Nathan D. McCarthy, CPA


Nate McCarthy is a partner in Wipfli LLP’s audit and accounting practice with more than 16 years of experience serving a number of industries including financial institutions, nonprofit organizations, associations, and hospitals.  He leverages his expertise to provide solutions in financial accounting, regulatory compliance, consulting, and reporting.  Nate offers highly skilled operational and accounting assistance to advance organizations toward a sound financial status.

  • Certified Public Accountant
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Montana Society of Certified Public Accountants (MSCPA) - Member
  • Beta Alpha Psi - Member and past president
  • Helena Babe Ruth Baseball Association - Board member and treasurer
  • Camp Māk-A-Dream - Past board member and finance committee member
  • Friendship Center - Past board member and finance committee member
  • Volunteer baseball and soccer coach