Build a stronger financial foundation for growth
Growth decisions carry more pressure than they used to.
Mid-market organizations are balancing tighter margins, operational complexity, workforce constraints and increasing pressure to improve financial performance efficiently. At the same time, leadership teams need better visibility and stronger forecasting. Long-term growth requires more scalable operations.
Wipfli helps organizations improve financial performance, strengthen operational scalability and make more informed business decisions through integrated financial, operational and advisory solutions.
Improve visibility and financial decision-making
Reporting environments have become fragmented across systems, departments and manual processes, leading many organizations to struggle to evaluate performance quickly, forecast accurately, prioritize investments and respond confidently as conditions shift.
Wipfli helps organizations improve forecasting visibility and financial decision-making through integrated finance, operational and technology solutions.
Reduce operational strain and improve scalability
In many organizations, growth initiatives expanded faster than operational processes could mature around them. Over time, that created increasing pressure across finance, operations and leadership teams.
Many leaders are now struggling with:
- Manual reporting processes
- Duplicate systems and vendors
- Inconsistent operational visibility
- Overloaded internal teams
- Limited implementation capacity
- Technology investments that fail to improve scalability
Wipfli helps organizations improve operational efficiency, reduce friction and align financial strategy with operational execution.
Improve EBITDA performance and financial flexibility
Finance leaders are increasingly focused on identifying EBITDA levers that improve long-term financial performance without significantly increasing organizational complexity.
That includes reevaluating:
- Working capital management
- Forecasting and planning capabilities
- Technology utilization
- Vendor consolidation
- Automation opportunities
- Operational scalability
- Workforce flexibility
- Investment prioritization
Our team helps clients evaluate practical opportunities to improve margin performance, strengthen financial flexibility and support sustainable growth.
Strengthen capital allocation and growth planning
Many organizations are reevaluating how capital allocation strategy connects to operational readiness, execution capacity and long-term financial performance.
Leaders are asking harder questions about:
- Which investments improve scalability
- Which initiatives create operational drag
- Whether the organization can realistically absorb additional complexity
- And how to prioritize growth without increasing execution risk
Wipfli helps organizations improve financial planning, scenario planning and investment decision-making with a focus on long-term operational and financial outcomes.
Explore our financial performance solutions
Tax strategy and performance optimization
Improve after-tax performance and preserve financial flexibility.
Strategy and operations consulting
Improve operational alignment and long-term scalability. Align operational execution with long-term financial goals.
Finance transformation and ERP optimization
Modernize financial systems, reporting and operational workflows. Improve reporting visibility, operational efficiency and financial workflows.
Outsourced finance and accounting
Strengthen financial leadership and visibility through strategic finance support and CFO coaching.
Financial planning and analysis (FP&A)
Strengthen forecasting, reporting and financial planning capabilities. Improve forecasting visibility, financial planning and investment decision-making.
Transaction advisory and growth strategy
Evaluate growth opportunities with greater financial and operational clarity. Evaluate acquisitions and growth opportunities through both financial and operational lenses.
10% increase in value-added dollars per employee
Wanting to push its own performance limits, LMC engaged Wipfli to assess decision-making capabilities and evaluate modern technology solutions.
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What our clients are saying
Why Wipfli
Unlike larger enterprises, many mid-market organizations are balancing growth goals against limited implementation capacity, lean internal teams and increasing pressure to improve financial performance efficiently.
Wipfli’s services are built for the realities of the mid-market. They’re tailored to help clients determine not only where they want to grow but also whether the organization has the operational visibility, execution capacity and financial infrastructure required to support growth effectively.
Integrated financial and operational perspective
Financial performance challenges rarely exist in isolation. That’s why Wipfli brings together capabilities across:
- Strategy and operations
- ERP and finance transformation
- Financial planning and analysis
- Outsourced accounting and CFO support
- Tax strategy
- Transaction advisory
With our 360-degree perspective, we help organizations improve visibility, reduce operational strain and support long-term scalability.
Our team
Sean LaFortune, CPA
Sean LaFortune is a partner in Wipfli’s outsourced CFO and controller service line. With over 20 years of experience in providing advisory services, his extensive consulting background includes clients in a broad spectrum of industries, specializing in manufacturing and distribution.
Robert H. Zondag, CTP
Robert H. Zondag brings leadership experience as an entrepreneur and executive in financial services. His clients have included financial institutions, technology companies, healthcare organizations and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.
Marcie Bomberg-Montoya, OCI, OEI
Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development.
Christina Klein, CPA, MST
Christina Klein brings over 25 years of leadership experience to our team. She has partnered with businesses of all sizes to realize creative, innovative financial solutions ranging from chief financial officer (CFO) and controller services to tax planning and business advisory solutions.
Patrick Harris
Patrick Harris is a senior manager in Wipfli’s consulting practice, serving construction, real estate, private equity and manufacturing organizations. Based in Detroit, Michigan, he partners with middle market companies to strengthen financial leadership, improve operational clarity and drive progress toward strategic goals.
Financial performance solutions FAQ
What are financial performance solutions?
Financial performance solutions help organizations improve forecasting visibility, operational efficiency, EBITDA performance and long-term financial scalability through integrated finance, operational and advisory services.
What financial performance solutions does Wipfli provide?
Wipfli helps organizations strengthen financial visibility, improve operational scalability and support better decision-making through integrated finance, operational and advisory solutions.
Services include FP&A, outsourced accounting, finance transformation, strategic planning, tax strategy and transaction advisory. Wipfli also provides strategic finance support and CFO coaching designed to help finance leaders strengthen forecasting, planning and long-term financial decision-making capabilities.
How can organizations improve capital allocation strategy?
Organizations can improve capital allocation strategy by strengthening forecasting visibility, evaluating operational readiness, improving working capital management and prioritizing investments tied to measurable operational and financial outcomes.
Why are finance and operations becoming more connected?
Many organizations are finding that financial performance challenges are increasingly tied to operational complexity, reporting visibility and execution capacity. As a result, finance and operational planning are becoming more integrated.
How can organizations improve EBITDA performance?
Organizations often improve EBITDA performance by strengthening operational efficiency, improving working capital visibility, reducing operational drag, modernizing reporting environments and prioritizing investments that improve scalability.
What is operational drag?
Operational drag refers to the friction that slows execution and limits scalability within an organization. Examples may include disconnected systems, manual processes, inconsistent reporting, duplicate workflows and overloaded internal teams.
