Rick Steffens, CPA

Senior Manager, Wipfli Advisory LLC

Rick Steffens is a senior manager with over 23 years of advisory experience in healthcare, long-term care and skilled nursing. He is attuned to the accounting and finance needs of clients. Rick advises clients with outsourced CFO responsibilities including financial reporting, cash flow management, budgets and forecasts and all other financial needs. Additionally, his expertise includes helping clients refinance debt, report on tax exempt bonds, manage bank relationships and investments, and with mergers and sales. Rick’s knowledge helps clients focus on solutions that enhance an organization’s financial effectiveness, strategy and planning to address their challenges and meet their goals.

Credentials

• Certified Public Accountant

Professional memberships and activities

• Illinois CPA Society (ICPAS) - Member