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