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Success Stories

Results that transform. See how we get from challenge to solution.

We have numerous examples of how we were able to find success in a solution to our client's business problem by providing expert accounting, technology consulting, individual services and tax services.

Shared Spectrum Company: Microsoft Dynamics SL

Wipfli helped Shared Spectrum Company save more than 40 hours a month by automating processes with Microsoft Dynamics SL.

Governments
Business consulting services
Digital Services

SKS Consulting Group

Operational performance assessment and Dynamics 365 implementation

Business consulting services
Digital Services

Robert E. Lee Ranch Company

Family transition and succession planning

Agribusiness

Valley Corporation

Third-generation business nets substantial tax savings, an improved retirement plan, and a better business position for future generations.

Agribusiness
CPA Tax Services

Code42: Concur Connectors

Automating processes leaves more resources for the projects that matter.

Business consulting services
Digital Services

Edgewood College: Help Desk Assessment

A Help Desk gets insights, improvements, and best practices.

Business consulting services
Digital Services

SPIRE Credit Union: Actionable Insights through Business Intelligence

By creating analytics through the Qlik Sense® solution, SPIRE has achieved better insight into its portfolio profitability.

Financial Institutions
Digital Services

Graebel Companies: International Tax Services

Wipfli’s expertise and global connections help worldwide moving company address international tax liabilities.

CPA Tax Services
Going Global

Eagle Hill School: Cloud Financial Management with Sage Intacct

Using Sage Intacct to see real-time financial & statistical data and integrate with mission-critical applications.

Nonprofits
Business consulting services
Digital Services

SIFMA: Technology Implementation

With Sage Intacct, Wipfli helped SIFMA eliminate antiquated financial processes resulting in big efficiency gains and freeing up the organization’s resources.

Nonprofits
Business consulting services
Digital Services

Centauri Health Solutions, Inc.

Performing HITRUST assessments and SOC audits for a growing and complex organization

Technology industry

AccuWeather

A secure, seamless connection between SAP Concur and Dynamics 365 Finance & Operations

Technology industry
Business consulting services
Digital Services

Illinois Independent Living Center

How one nonprofit earned “best and fastest audit ever” status. The director credited nonprofit outsourced accounting services from Wipfli for that success.

Nonprofits

Accelerated Genetics: State and Local Tax

Audit assistance helps turn a potential tax liability into a refund.

Agribusiness
CPA Tax Services

Valuation & Litigation Support

Valuing a Business in a Contentious Divorce