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Accounting and Advisory Services

Strengthen business decisions and improve efficiency with professional accounting solutions.


Does your management team have the hours they need to focus on growing your business and generating revenue? Are back-office accounting tasks taking up too much of their time and resources? Perhaps it’s due to outdated technology and inefficient processes. Perhaps you don’t have the staff you need to focus on core priorities while ensuring each accounting task is performed accurately and comprehensively.

Gain the information, visibility and efficiency that will allow you and your team to focus on big goals. With Wipfli’s accounting and advisory solutions, you can choose the level of partnership that’s right for your business.

Accounting and Advisory Solutions

First Down Package

Virtual Accountant

Includes ongoing transaction processing, plus:

  • Basic level dashboard
  • Accounts Payable management
  • Accounts Receivable management
  • Cash management support
  • Bank and credit card reconciliation
  • Fixed asset maintenance
  • Annual 1099 filing
Starting at $1,800/month*

Field Goal Package

Virtual Controller

Includes all services in the First Down Package, plus:

  • Advanced dashboard and analysis
  • Business advisory meeting to review financial results, with industry benchmarking and ratio analysis
  • Budget preparation and monitoring
Starting at $4,000/month*

Touchdown Package

Virtual CFO

Includes all services in the Field Goal Package, plus:

  • Identification of key performance indicators (KPIs) and ongoing review and analysis
  • Financial forecasting
  • Strategic insights
  • Executive-level coaching and education
  • Capital structure recommendations
  • Business impact analysis
Starting at $10,000/month*

Need any additional services? You can add on to your package any of the following:

  • Prepared or compiled financials
  • Cash flow projections
  • Customized reporting
  • Tax planning and compliance
  • Payroll processing and compliance
  • Sales and use tax advisory and compliance
  • Investor/board meeting preparation and participation
  • Audit preparation and liaison with audit firm

*Your unique pricing will vary based on multiple factors, including the technology we recommend and the number of transactions processed.