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 J. Smith

4949 Harrison Ave., Suite 300
Rockford, IL 61125-0407

Tel: 815.484.5657



Areas of Focus

  • Financial systems
  • Enterprise resource planning (ERP)
  • Industrial Internet of Things (IIoT) Solutions
  • Manufacturing planning and forecasting
  • Analytics and business intelligence
  • Client relationship management (CRM) systems
  • Construction management systems
  • IT managed services


Construction and Real Estate


Northern Illinois University
  • Bachelor of science degree in marketing - Professional Sales Program

Jason J. Smith, CDIA+

Senior Manager, Business Development

Jason Smith is a senior manager and a leader in Wipfli’s mid-market managed cloud and packaged solutions consulting practice.  With more than 20 years of strategic technology experience, he helps organizations identify challenges, execute processes, and optimize their expenses.  Jason assists them with meeting their business and technology objectives through innovative solutions and strategic leadership.  His clients see him as a trusted business partner who can provide an invaluable perspective on their technology, financial, and operational needs.


  • CompTIA® CDIA+

Professional memberships and activities

  • Foundation for Educational Excellence - Winnebago, Illinois - Treasurer 
  • The Professional Society for Sales and Marketing Training (SMT) - Member
  • Rockford Pony® Baseball - Manager and coach
  • Team Rubicon - Grey Shirt Volunteer
  • Rockford Cosmopolitan Club - Member