Technology

Financial Systems

Simplify your financial and accounting processes with a financial system that helps you handle today and prepare for tomorrow.

Confidently choose and implement a financial system to improve business processes and productivity, reduce operational costs, and get timely access to financial information so business can run more efficiently.

Wipfli experts provide full-service implementation, integration, and ongoing support for mid-market financial management systems.

Each client’s unique needs are analyzed and reviewed with an emphasis on improving processes and lowering costs. A structured project methodology delivers projects on time and on budget through a collaborative team approach. The process will help clients identify opportunities for improvement, minimize and mitigate risk, configure data maps, and implement a fully operational system that simplifies processes by providing accurate financial information to investors, leadership, and other stakeholders.

Microsoft Dynamics GP

Simple, scalable financial and operational functionality.
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Microsoft Dynamics SL

Manage finances with flexibility and agility.
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Microsoft Dynamics 365 Business Central

Position your organization for growth with an all-in-one business management solution.
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Sage Intacct

Award-winning cloud financial management.
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NetSuite

Accelerate business performance with the #1 cloud ERP.
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Featured Thought Leader

Brad Collard

As a leader in our financial and operational systems practice, Brad Collard’s goal is to deliver excellence to clients through market-leading software systems that are optimized to meet organization- and industry-specific needs. With tools like Microsoft Dynamics, Oracle NetSuite, and Sage Intacct, he and his team deliver innovative, hassle-free solutions to the market, focused on a business’s accounting and operational functions.

Brian Dietz, CPA

Brian Dietz is a partner in the financial and operational systems group within the technology consulting practice. He focuses on helping clients simplify their business challenges through technology solutions. Brian leverages his vast experience to help clients streamline their financial reporting and automate their business processes.

Lindan D. Elliott, CPA, CISA

Lindan is devoted to helping customers achieve their finance transformation objectives and realize the full potential of modern business systems and processes. He assists CFOs through the full accounting system and process life cycle, including business process and technology assessments, roadmap creation and accounting software deployment, training and ongoing support.

Shereen Mahoney, CPA

Shereen Mahoney has devoted her entire career to helping small and midsized clients improve business processes and productivity, reduce operational costs, and get timely access to financial information so they can run their businesses more efficiently.

Thomas P. Schiesl, CISA

Tom focuses on helping clients develop and confirm their business strategies and turn them into implementation roadmaps with real performance metrics and a business case to drive short-term and long-term value. His mission is to help clients clearly articulate how they want to grow and not only help them identify solutions, but ensure that they adopt those solutions to achieve their maximum value.

Complimentary Assessment

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