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Advisory services for engineers

Limit liability and enhance finances to drive growth

Engineering firms need to connect projects, people and finances with more efficiency to drive profits without sacrificing quality.

With the increasing demand for integrated design/build services, competition to hire expert engineers, and the complexity of public-private funding of major infrastructure projects, your firm needs a partner that can manage your firm.

At Wipfli, we work with engineering firms to help them innovate, yet maintain a stable foundation, to gain a competitive edge in the modern marketplace.

Wipfli helps you move fast today and prepare for tomorrow. Our team knows how to deliver the tools, processes and support you need to improve your financial operations, project management, business intelligence and technology integrations.

Why Wipfli?

We don’t just pop in, drop a solution and then disappear. We move quickly to get you the results you need today, but we also take the time to build a long-term relationship with you to continually fuel your growth and value. Our deep knowledge of engineering firms means we can anticipate your needs to help you get to — and guide you through — your next inflection point.

Tap into our knowledge and experience in:

Digital services

We help engineering build strong data foundations so that they can make decisions, communicate with clients and speed up operations. Where’s your roadblock? See how we can provide integrated and interactive solutions that drive you forward, tear down silos and help mitigate risk.

Organizational performance

Build the team you need and the culture you want. We know the demand is high and supply tight for the best engineers and engineering firm support teams. We use data-backed tools such as the Predictive Index to help ensure the right people are in the right roles, both now and as you grow. And we build lean processes to maximize your human resources.

Compliance and Risk

Wipfli can set up internal controls, cybersecurity assessments and audits to help lower your chances of assessment findings or fraud. We stay on top of complex regulations, wherever you operate. With Wipfli, you can better protect yourself against compliance and regulatory risks and mitigate your liability.


Are you using investor funding wisely? How close are you to turning a profit? Wipfli associates can evaluate the financial position of your firm — and optimize it for growth. We help you tighten financial controls today, anticipate future financial needs, design and maintain stock-based compensation plans and prepare you for the next phase.


It’s time to hand off tasks that you (and your staff) don’t love or have the time or experience to handle. Whether that’s running payroll, planning against cost overruns, projecting billing rates or warding off cybercriminals — we’ve got you. Outsource your CFO, accounting or IT roles to Wipfli and reclaim time and energy.

Tax services

We take the complexities out of your taxes, even if you operate in multiple cities, states or countries. We handle tax planning, reporting and filing — and help you predict the tax consequences of future strategies. From green incentives to research and development tax credits, Wipfli brings everything into focus and creates more opportunities for tax-advantaged growth. 

M&A transaction advisory

We help engineering firms maximize value at every stage of their M&A deal. We provide end-to-end transaction services, including pre-transaction valuations and post-transaction integrations. Whether you’re on the buy-side or sell-side, we can help.

Tech ROI

How to build a case for investing in tech

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Our perspective drives growth

For more than 90 years, Wipfli has used our unique perspective to deliver practical yet transformational solutions to our clients. Our integrated approach helps mitigate risk, optimize performance and accelerate growth.