Serving the Northeast corridor between Washington D.C. and New York City
Make a positive impact
Committed to creating lasting, positive impact and lifetime relationships, we invest in our clients—spending time with you to understand your specific challenges and needs, so that we can provide innovative and tailored solutions. As a Wipfli client, you have access to our deep skills and knowledge at a competitive price.
We continually hone our skills to provide a broader and deeper scope of specialized services and industry-focused solutions for the Greater Philadelphia and Northeastern United States region. Some of our areas of specialization include:
- Audit and Accounting Services
- Forensic Services, including fraud consulting and investigation
- IT Solutions
- Outsourced Accounting Services
- Revenue Recognition Consulting and Evaluations
- Risk Advisory Services
- SOC Reporting
- Succession and Business Transition Planning
- Tax Planning and Compliance Services, including:
- Cost Segregation Studies
- International Tax Consulting
- R&D Credits
- State and Local Tax Planning
- Tax Reform (TCJA 2018) Consulting
- Valuation Services
- Wealth Management
Innovative and Tailored Solutions for Your Industry
Wipfli professionals specialize in specific industries to create valuable, personalized insights, tools and solutions. By providing more than the traditional accounting and tax services, our greater Philadelphia team is focused on getting to know and understand businesses in the Northeast corridor and their challenges. We specialize in creating and applying innovative solutions for demanding challenges facing privately held companies, emerging businesses, technology companies, security companies, professional service firms and the following industries:
Awards
Associations
We demonstrate our commitment to our local community and positive civic responsibility through monetary contributions, partnerships and volunteer resources. Our partners and associates serve as board members for several local nonprofit organizations and contribute their time and resources to many charitable and civic organizations. Our mission is to make a lasting, positive impact on our clients, our communities and our team.
Given our dual commitment to understanding each client’s business and maintaining the highest professional standards of our own industry, Wipfli is actively involved in these associations:
- American Society of Appraisers Philadelphia Chapter
- American Statistical Association
- Association for Corporate Growth (ACG)
- Associated Builders and Contractors
- The Chamber of Commerce for Greater Philadelphia Chamber
- Chester County Economic Development Council
- CFA Society of Philadelphia
- Construction Financial Management Association
- Delaware County Chamber of Commerce
- General Building Contractors Association (GBCA)
- HITRUST Alliance
- Information Systems Audit and Control Association (ISACA)
- The Main Line Chamber of Commerce
- Manufacturing Alliance of Bucks & Montgomery Counties
- National Tool & Machining Association – Philadelphia Chapter
- NAIOP- North America Commercial Real Estate Development Association
- Philadelphia Alliance for Capital and Technologies (PACT)
- AICPA/PICPA
Need a solution not listed? Contact us to discuss.
RADNOR
170 North Radnor-Chester Road, Suite 200
Radnor, PA 19087
610.565.3930
PHILADELPHIA
3 Logan Square
1717 Arch Street, Suite 750
Philadelphia, PA 19103
215.989.3631
Our professionals work in locations from coast to coast. Find an office where you are.
Our team
Colleen Cooke-Varallo, CPA
With over 25 years of public accounting experience, Colleen has been an integral part of a number of attestation engagements including audits, reviews, and compilations for clients with revenues ranging from $1 million to over $200 million. Other areas of expertise include international accounting, IFRS, and revenue recognition.
Paul T. Lally
Paul Lally leads Wipfli’s multi-disciplinary team offering services to the wealth and asset management industry. Leveraging more than 30 years of experience, he helps clients navigate the growth and long-term success of their business. As an industry speaker, Paul is known for his lively, on-target delivery of timely topics, practical strategies and thought-provoking insights. He has delivered keynote speeches to thousands of executives from a multitude of companies. Paul has extensive knowledge of wealth and asset management industry trends, the transformations going on within various companies and the realities of operating a privately-owned financial services firm in today’s market.
Kelly M. Fisher, CPA
As practice partner, Kelly drives Wipfli’s practice vision, strategy and execution by focusing on innovation and transformation. She oversees Wipfli’s consulting, audit and tax practices, and her team focuses on aligning services with industry and market needs, ensuring quality and increasing client satisfaction.
Mark B. Martinelli, CPA
With over 25 years of experience, Mark specializes in strategic merger and acquisition planning for buyers and sellers, strategic business plans, strategic funding plans, and debt or equity finance sourcing. Throughout his career, he held the position of CFO for many private equity funds.
Torpey White, CPA, CITP, CISA, CGMA
Torpey has more than 25 years of experience in public accounting and the private sector. He applies his extensive experience in risk advisory services to assist clients in protecting and tailoring their business environment to mitigate risk, identify trends, increase efficiencies, and gain a competitive advantage.
