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.

Wallor_Katie
Lincolnshire

100 Tri-State International
Lincolnshire, IL 60069

Tel: 847.941.0226
Email: kwallor@wipfli.com

Services

Audit and Accounting

Areas of Focus

  • Business advisory services
  • QuickBooks software setup, customization, and implementation for small businesses
  • Accounting and financial statement preparation
  • Tax preparation
  • Revenue cycle analysis

Education

Northern Illinois University
  • Bachelor of science degree in accountancy

Katie Wallor, CPA

Manager

Katie Wallor is a relationship manager on Wipfli’s business advisory services team. She has extensive experience in preparing financial statements and income tax returns. A QuickBooks® ProAdvisor, Katie is certified in both the desktop and online versions of QuickBooks accounting software and has implemented it for multiple organizations. In addition, she has experience in managing and training interns, new hires, and first- and second-year associates.

Known for her hands-on, relationship-based style, Katie brings value in helping clients strengthen their business and ultimately their bottom line. She enjoys building and maintaining long-term client relationships by listening to her clients’ goals, needs, and objectives. Katie’s industry focus includes manufacturing companies, personal services businesses, and health care organizations.

Certifications
  • Certified Public Accountant
  • Certified QuickBooks® ProAdvisor
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member
  • The Cradle® First Look for Charity - Board member