Solutions to drive your advantage
In the transportation and logistics industry, efficiency and effective risk management are critical to staying competitive. Yet today’s market makes achieving that more challenging than ever.
Overcapacity and pricing pressure are forcing companies to rethink strategies. Rising costs for fleet maintenance, fuel and insurance are squeezing margins, while compliance requirements around emissions and hours of service add even more complexity. And for logistics providers, high capital costs for rolling stock and warehousing, combined with supply chain disruptions, tariffs and economic uncertainty, make it challenging to stay ahead.
Success depends on your ability to optimize how you operate, from improving efficiency and logistics automation to reducing risk and leveraging technology. Wipfli is ready to help, applying our industry experience to provide you with the strategies you need to thrive in a competitive market.
Why Wipfli?
Wipfli brings a client-first approach and decades of experience in serving transportation and logistics companies, giving us critical insight into your industry-specific needs.
We take the time to learn your routes, contracts and constraints, then tailor practical solutions that fit how you operate. Our local relationships are also backed by national and global resources, giving you the support you need to navigate complex tax, operational and supply chain issues with confidence.
Assurance services
Wipfli can help you navigate critical audit and accounting areas, including lease accounting and tracking, ASC 606 revenue recognition and financial statement reviews. Our team also goes beyond reporting to deliver insights that can support strategic decisions and operational improvements.
Tax services
Wipfli’s tax professionals help distributors uncover opportunities and stay ahead of evolving regulations, including support for optimizing entity structure, cost segregation, credits and incentives and SALT. We also provide international tax support, from compliance to transfer pricing.
Digital services
Stay ahead of disruption with digital solutions designed for a fast-moving industry. Wipfli can help you strengthen cybersecurity to protect sensitive data and operations at any stage of your digital transformation. Unlock improved performance and decision making with our digital strategy, enterprise solutions, warehouse management systems and advanced data and analytics support.
Organizational performance consulting
Wipfli can help you improve performance and resilience with support for strategy development, operational efficiency and leadership development. Whether you’re preparing for new growth, navigating change or transforming supply chain management, our tailored consulting services help you find the right path forward.
Outsourced services
Free up internal resources and gain specialized support for your back office with Wipfli’s outsourcing services. We provide comprehensive support, including fractional C-suite services, for your accounting, HR and IT functions. Let us focus on strategy and day-to-day tasks so you can focus on growth.
Transaction advisory services
Wipfli’s end-to-end transaction advisory services can help you minimize risk and maximize value for your deal. We provide comprehensive valuation and due diligence, including quality of earnings analysis, to help you navigate complex transactions.
Private client services
Wipfli provides personalized strategies to help protect your legacy. With support for gift and estate planning, wealth management and business transition planning, we help you bridge the gap between personal and business finances and your goals.
Risk advisory services
Identifying and managing risk is essential to protecting your business and maintaining operational resilience. Wipfli’s risk advisory team can help you assess vulnerabilities, strengthen internal controls and build strategies that support long-term stability.
Our team
Christopher R. Blaylock, CPA
Since 2002, Chris has been assisting clients with financial accounting and reporting matters and related business considerations to help them achieve their goals. He utilizes his exemplary analytical and client service skills to gain a thorough understanding of core operations to better help businesses achieve their objectives. Chris is able to leverage his broad experience to help companies maximize the value of the research and development tax credit.
Nate T. Bartz, CPA
Nate Bartz is a partner out of the Wausau, Wisconsin, office and has worked with transportation and manufacturing and distribution organizations ranging from startups to large multistate organizations for over eight years. More specifically, he manages relationships for entities ranging from $10 million up to $110 million in revenue. Nate has deep experience with complex accounting issues and reporting requirements and is committed to developing and nurturing strong business relationships to produce high-quality service and promote forward thinking.
Jennifer R. Clark, CPA
Jenny Clark is a senior manager in Wipfli’s tax practice. Since beginning her career in public accounting in 2011, she has focused on serving clients ranging in size from closely held companies to large, multinational corporations in the retail, manufacturing and distribution sectors. Her knowledge includes tax planning, preparation and consulting services, as well as corporate acquisition and divesture due diligence.
Tom Wojcinski
Tom Wojcinski is a partner in Wipfli’s cybersecurity and technology management practice. He specializes in helping organizations reduce and manage the risks to modern technology and information systems.
Shelly Worrel
Shelly is a technology consulting principal with strong business, process and communication skills. She leads the firm’s NetSuite team and focuses on building the team, as well as driving excellence through to clients. Shelly has extensive experience in distribution and manufacturing processes and how solutions such as NetSuite enable these processes.
Sarah Russell, CPA, MBA
Sarah Russell is a partner and point person for domestic and international tax strategies. With over 20 years of experience, she brings a practical approach to helping closely held business owners and multi-national corporations with tax consulting and compliance. Sarah also advises clients on the latest tax changes and potential impacts to their business.
Fill out the form below, and we’ll be in touch to discuss your business’s needs.
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Client success story
Wipfli helped Sage Freight implement an ERP and unified data, decreasing their month-end close process by 33% and increasing on-time collections by 18%.
