You are known for your innovation. We are known for our stability.
Together, we can develop strategic solutions and managed services so you can meet your unique challenges and demonstrate strength and consistency to customers, investors and job candidates.
Our associates serve software and technology companies in every phase of their business life cycle. We offer tailored solutions for companies in a variety of industries, including fintech and healthtech.
Let us set you up for success.
Meeting your needs at every stage
We work with technology companies at any stage in their life cycle — seed, startup, growth and maturity. And we can assist whenever you’re ready for a major event such as an exit, IPO or M&A.
Just getting started and finding you have minimal bandwidth for handling the logistics of day-to-day operations? We can help you hit the ground running and be your trusted advisors as you grow.
Are you set up and focused on your operation, customers, employees and investors, but don’t have time to propel yourself into that growth stage?
Are you struggling to find time to meet the demands of a growing business? We can help you manage the moments of massive change.
You’ve got the momentum and have survived the growth chaos. Now you need to think about your next destination. It may be refining your processes to improve performance or exploring a different growth strategy. We can ensure you’re on solid footing today and help position you for the next level.
Tap our industry knowledge
We have deep experience in specialized services that enable our associates to provide you with specialized knowledge and access to the industries you want to serve:
We help our fintech clients navigate an ever-changing landscape of political, economic, social, technology, legal and environmental factors.
We bring our deep expertise working in the healthcare sector on partner alignment, embracing new payment structures and leveraging advancements in technology to gain insight into real time analytics to healthtech.
Featured Thought Leader
Kevin Smith is a principal and the national leader of Wipfli’s Technology and Innovation Industry. In this role, Kevin aligns Wipfli’s broad portfolio of consulting and financial services to accelerate growth for technology centric clients. With a successful history of driving growth in private equity held technology and professional service firms, Kevin is uniquely attuned to opportunities and optimizations that provide immediate impact for scaling technology companies.
Ronald O. Bote, CPA, MST
Ron Bote is a manager in Wipfli LLP’s tax practice and has more than 25 years of tax and finance experience in assisting clients ranging from large, multinational corporations to small, closely held companies to individuals. He assists clients with their tax compliance, tax accounting, tax planning, and tax controversy needs.
Michelle Berkoben, CPA
Michelle Berkoben is a partner in Wipfli’s outsourced accounting and finance practice, with over 20 years of public accounting experience. She leads the northeast region’s outsourced accounting practice, serving business owners in a diverse array of industries and stages of their business, from startups to well-established companies.