Helping you move fast today and prepare for tomorrow
You saw a challenge in healthcare and built a novel way to fix it. But delivering your solution at scale can run into complex hang-ups.
You need to become profitable quickly while navigating healthcare’s long sales cycles. You also need to demonstrate that your tools keep patient health information secure. And you need to mature operations and processes without losing agility — or your edge.
Why Wipfli?
At Wipfli, we know healthcare, and we know technology. We fuse our industry-specific experience to deliver the support you need to grow. Our services include:
- Cybersecurity solutions to protect your data, and risk advisors to help you complete HITRUST certification or SOC exams.
- Data and analytics to drive decisions.
- CRM to fill your pipeline and deepen customer engagement, and ERP to modernize your business processes and boost efficiency.
- Outsourced services to give you the time back you need to focus on growing your business.
We make it easier for you to drive growth, increase efficiency, secure funding, help ensure compliance and mitigate risk, all so you can focus on what matters most: solving healthcare’s biggest challenges.
What our clients are saying
How we help you
As a full-service firm, Wipfli can help at every inflection point of your business, from protecting patient health information to navigating private equity funding. Tap into our knowledge and experience in:
Risk advisory services
Scaling at speed brings risk — especially in healthtech, where the data at play is protected health information. Wipfli conducts HITRUST assessments, SOC audits and cybersecurity assessments to lower your chances of a breach. We also advise on relevant control frameworks and processes that work for your organization. And, we stay on top of complex, changing healthcare regulations to help you protect against compliance and regulatory risks.
Transaction advisory services
Sometimes, building the best healthcare solution calls for acquiring the right components or joining forces with another company. Wipfli helps handle every phase of the M&A life cycle, from financial due diligence and business valuation to post-close tax services and systems integration. We help you achieve sustainable growth and build new competitive advantages.
Outsourced services
Spend more time on your mission and less time on tasks that you (and your staff) don’t have the time or experience to handle. Whether that’s running payroll, closing the books or managing your IT infrastructure — we’ve got you. Wipfli offers outsourced finance and accounting, operations, technology, HR and C-suite roles to help you reclaim time and energy for innovation.
Assurance services
In healthtech, the bar for trust is high. Wipfli associates evaluate your firm’s financial position — and optimize it for growth. We provide technical accounting, financial planning, IPO and audit readiness services. We also offer fractional CFO and controller services to augment and support your team. Leverage our accounting and audit experience to mitigate operational risks and build stakeholder trust.
Tax services
Taxes are complicated. And in healthtech, you have to add private and federal payers, R&D tax credits, price transparency and private equity into the equation. We take a proactive and comprehensive approach to make taxes easier to plan for and manage, even if you operate in multiple cities, states or regions. We handle tax planning, reporting and filing — and help you predict the tax consequences of future strategies. When you see the entire financial picture, you can create more opportunities for tax-advantaged growth.
Digital services
We help healthtech companies build the data foundations they need to make sound decisions, communicate with investors, accelerate operations and solve healthcare challenges. Where’s your roadblock? We can build a solution to fill your talent gap, tighten security or help you clear regulatory hurdles.
Organizational performance consulting
Having a hard time finding the talent and insight you need? We help healthtech companies recruit, train and keep strong leaders and teams, leveraging data-backed tools like Predictive Index and one-on-one leadership coaching. Our advisors help identify the root causes of your biggest challenges and design strategies to build high-performing teams. We also help you decide what, when and how to outsource. Develop the team you need and the culture you want.
Private client services
Business is personal. Our advisors understand how hard you’ve worked to build your company and care as much about protecting it as you do. Our advisors address a full range of financial planning needs, from business succession and transition to specialized tax services, investment strategies and planning for longer-term objectives like retirement.
Our team
Kevin Smith
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.
Karen Johnston, CCSFP, CIA, CISA, CCSFP-CHQP
Karen has more than 15 years of experience in public accounting and private industry. She applies her experience in risk advisory services and assists her clients in protecting and tailoring their business environment to mitigate risk, identify trends, increase efficiencies, and gain a competitive advantage.
Paul J. Johnson, CPA
Paul Johnson works with clients to assess, improve, and test their information security and risk management systems. He also helps clients determine their compliance with health care security requirements including HIPAA and HITRUST.
Protecting sensitive data
Centauri Health Solutions got the results it needed with a fast, smooth HITRUST assessment and SOC audits from Wipfli.
