Get the value of accounting specialists without the stress
In today’s world, every business is facing the same dilemma: Financial management is more important than ever, but forming and maintaining your own in-house team is complicated, expensive and, at times, inefficient.
To succeed, your business needs an innovative yet practical team — one that can take care of today’s tasks while using the latest technology to deliver new visibility into your business and help you make proactive, strategic decisions.
At Wipfli, our team of advisors, accountants and financial specialists perform all of the day-to-day functions of an in-house financial team without the cost and complexity. We design our services to fit your unique needs, freeing you to focus on growing and running your business.
Breakdown of our services
Our fractional CFO and controller service adds significant financial knowledge to your organization, delivering insights that help you identify and create new opportunities to generate profit and cash flow. As part of this service, we:
As part of our fractional CFO service, we assist in controller functions and can:
As part of our fractional CFO service, we assist in you key accounting areas and can:
Help your CFO reach their potential by giving them access to support and coaching from our experienced team.
We help you elevate your CFO by providing them with personal coaching from a Wipfli CFO. We’ll provide them with a comprehensive and customized growth plan, designed to help them grow in key areas including:
Featured Thought Leader
Christina Klein Trapp, CPA, MST
Christina Klein Trapp 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.
Jessica Barnas, CPA
Jessica Barnas is a partner and a leader of Wipfli’s finance and accounting solutions team advisory group. She leverages her in-depth knowledge of accounting software and financial processes and procedures as she guides our clients into the future, allowing them to focus on their core business.