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.

Jason Muhlstein

7601 France Ave. South
Minneapolis, MN

Tel: 952.548.6744



Areas of Focus

  • CRM solutions
  • Analytics and BI
  • Management consulting
  • Operations vision and roadmap development
  • Gap analysis and assessments
  • Marketing and sales strategy and operations
  • Customer/prospect data warehousing
  • Program and project management
  • Business analysis
  • Business process analysis and improvement
  • Technology evaluation and selection
  • Business case and ROI analysis
  • Direct marketing and lead generation


The Wharton School, University of Pennsylvania
  • Bachelor of science degree in economics with a major in entrepreneurial management

Jason Muhlstein

Twin Cities Market Leader

Jason Muhlstein leads the customer relationship management (CRM) and business intelligence (BI) practice in Wipfli LLP’s Minnesota Region.  His areas of expertise include vision, people, process, and technology as they relate to sales and marketing operations with the objective of generating incremental revenue.  Jason also has deep analytics expertise ranging from basic reporting to predictive analytics.

In his 15 years of consulting, Jason has worked with clients across a wide range of organizational structures and industries, with a concentration on businesses in the manufacturing, health care, professional services, wealth management, and retail industries.  He has served clients as an engagement manager, program manager, project manager, and business analyst.  Jason has been involved in scoping, evaluating, and recommending technology solutions for a wide range of clients.

Professional Memberships and Activities
  • Wishes & More - Board member