Technology Industry

You are known for your innovation. We are known for our stability.

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 lifecycle. We offer tailored solutions for companies in a variety of industries, including fintech, manufacturing tech and health tech.

Let us set you up for success.

Meeting your needs at every stage

We work with technology companies at any stage in their lifecycle – early stage, growth, steady state and 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 your grow.

What we offer:

  • Financial accounting outsourcing, including bookkeeping and payroll services
  • Minimum viable product (MVP) development (software)
  • Help with building product development teams
  • Access to industry experts and contacts
  • Regulatory compliance
  • Strategic planning
  • Ownership structure and cap table management

Are you struggling to find time to meet the demands of a growing business? We can help you manage the moments of massive change.

What we offer:

  • Capital raise and related services
  • Organizational change with scaling up and performance management
  • Augment product development team for short term demands
  • Part time CFO services, including financial accounting outsourcing
  • Cybersecurity and data privacy assessments
  • Attestation, financial statements, vendor contracts etc.
  • Web marketing services

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.

What we offer:

  • "Venture Health Check" and strategy consulting
  • Capital raise and M&A-related services
  • Enterprise resource planning, business analytics and CRM solutions
  • Augment product development team for short term peak demands
  • Organizational performance and leadership coaching
  • Investor communications
  • Accounting, audit and tax

Are you ready to jump into the next adventure or cool your heels off? We can help you hand your business over to the next leadership team.

What we offer:

  • M&A services
  • Succession planning
  • Business valuation
  • Pre-acquisition due diligence for buyers and sellers (financial, operational and tax)
  • Post-acquisition integration consulting
  • Tax strategy and structure
  • Personal financial planning

Tap our industry knowledge

We have deep experience in specialized services that enable our associates to provide you specialized knowledge and access to the industries you want to serve.

IT services

FinTech

We help our fintech clients navigate an ever-changing landscape of political, economic, social, technology, legal, and environmental factors.
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FQHC

HealthTech

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.
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job shop services

ManufacturingTech

Our associates work with more than 3,500 manufacturers and distributors, bringing sound solutions, proactive advice and a partnership commitment to every engagement, helping emerging manufacturing tech companies in solving specific business problems and scaling up.
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Featured Thought Leader

Girish M. Ramachandra

Girish has spent close to 20 years helping companies innovate and transform. As an entrepreneur himself, he helped financial services companies adapt technology as a change agent. He works with FinTech companies to succeed in the ever-changing competitive environment of technology, regulations, and operations.

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.

Anthony D. Troxell, CPA, CFE

Tony Troxell offers advice to financial technology companies, including the emerging technologies of blockchain and crpyto. He provides ongoing accounting principles generally accepted in the United States and tax consultations, including planning sessions throughout the year to foster strong cash flow, analytical insights, and avoid surprises.

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.

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