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.


14 3rd Street East
Kalispell, MT 59901

Tel: 406.206.9015



Areas of Focus

  • Financial and business management systems (ERP)
  • Accounting software
  • Budgeting and forecasting software
  • Payroll and HR software
  • Project scoping
  • Process and workflow reengineering
  • Product demonstration
  • Management of requests for proposal
  • Engagement proposal creation
  • Ongoing client service liaison
  • Presentation management


University of Montana
  • Bachelor of science degree in business finance

Jason Winkler

Senior Manager, Business Development and Solution Marketing

Jason Winkler is a senior manager in Wipfli's technology consulting practice. He focuses on partnering with clients and prospects who work in highly regulated industries. Through the implementation of advanced technology, these clients are looking to drive digital transformation with greater levels of control and gain higher levels of business intelligence while reducing resource waste.

Jason partners with vertical-focused teams of Wipfli accounting and consulting professionals who are attuned to industry language and reengineering processes to report performance metrics across clients' organizations.

Jason leads Wipfli's Northwest U.S. market growth team and coordinates with industry and service leaders across the firm to strengthen client relationships.

Professional Memberships and Activities

  • Sage Intacct - Premier partner
  • Sage Intacct - President's member
  • High school football coach
  • Local Rotary club - Member
  • Local chamber of commerce - Member