Grow your small business with financial clarity
Delays or errors in bookkeeping, invoicing, payroll or taxes can severely impact your ability to operate today and focus on the future. Modern accounting software that automates financial management can take on critical functions, remove unnecessary risk and empower accounting teams to work more quickly, with data they trust.
QuickBooks solutions are designed for small businesses to eliminate common headaches, consolidate financial insights and streamline disjointed or manual accounting practices. Wipfli’s certified QuickBooks ProAdvisors examine your specific needs and implement the services that will transform financial management behind the scenes.
Experience QuickBooks with Wipfli by your side
Our team is committed to helping your company benefit from cost-effective, trusted accounting software. Here is what you can expect from QuickBooks with the support of Wipfli’s consultants:
EFFICIENCY
QuickBooks software consolidates financial workflows — including reporting, payroll, invoicing and more — to bring maximum efficiency and agility to small accounting teams. Wipfli makes it easy to turn on automation and functionality in QuickBooks that can eliminate complexity and friction from the day-to-day experience.
INTELLIGENCE
With on-demand dashboards, analytics and reporting, QuickBooks lets leaders drill down into profitability, real-time cash flow and trends over time. Our QuickBooks ProAdvisors help companies take advantage of data insights within the platform and foster a culture of financial visibility and understanding.
INTEGRATION
QuickBooks grows with your business and can integrate with other solutions and applications in the technology stack. As part of your engagement roadmap, the Wipfli team recommends and activates scalable features and turns on third-party integrations, so you have a holistic and practical solution.
What our clients are saying
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.
Kat Maddi, CPA
Kat Maddi, a partner in Wipfli’s outsourced CFO and controller service line, stands out for her consultative mindset and experience advising manufacturing, retail and distribution clients. With a keen focus on optimizing accounting functions, Kat excels at identifying and evaluating best practices and process improvements. Her proactive approach empowers clients, offering tailored guidance to achieve strategic objectives and financial goals.
Cheryl Carr, CPA
Cheryl Carr is a partner in Wipfli’s outsourced CFO advisory practice, with over 25 years of experience. Since joining Wipfli in 2019, Cheryl has focused on advising clients within the real estate, family office and private equity sectors. Leveraging her in-depth experience with these organizations, Cheryl consults on strategic planning and optimizing accounting and finance functions to drive sustainable growth. Cheryl leads multidisciplinary teams including accounting, finance, tax, legal and other professionals ensuring that the objectives of clients, investors and stakeholders are met.
Jonathan Schmitz, CPA
Jonathan Schmitz is a senior manager who partners with nonprofit clients. Before joining Wipfli, he was a CFO for a community-based nonprofit. Jonathan enjoys working with leadership teams and boards on financial planning and analysis that provides financial clarity.
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