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.

Valuation & Litigation Support

Valuing a Business in a Contentious Divorce

Antigo Sign & Display

Valuation Services

Cliff Castle Casino and Hotel

Implementing modern casino accounting software, Sage Intacct

Tribal Gaming and Government

AccuWeather

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

Technology Industry
Consulting
Tech Consulting

Centauri Health Solutions, Inc.

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

Technology Industry

SKS Consulting Group

Operational performance assessment and Dynamics 365 implementation

Consulting
Tech Consulting

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
Consulting
Tech Consulting

Ressac Climate Control

Real-time visibility and automation that enable long-term strategic planning

Consulting
Tech Consulting

Kint Beverage Concepts & Fire Protection

Robust, automated accounting and real-time reporting that break down silos

Consulting
Tech Consulting

Galaxy Media

Expense and Invoice Management with Concur Connectors for Sage Intacct

Consulting
Tech Consulting

Fleetworthy Solutions

Time Savings For Complex Invoicing

Consulting
Tech Consulting

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
Consulting
Tech Consulting

Graebel Companies: International Tax Services

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

Tax
Going Global

Cross Insurance TPA, Inc.

Going above and beyond the SOC exam

Consulting
Governance & Risk

Wipfli and Wipfli Financial Advisors: A Synergistic Approach

Coordinated services brings peace of mind to private client.

Private Client Services

ACLU of Minnesota

Fast, Streamlined Financial Reporting

Nonprofits
Consulting
Tech Consulting

Community Action Partnership of Kern

How technology met overwhelming rental assistance program demand during the COVID-19 pandemic

Nonprofits
Governments
Tribal Gaming

Fox Converting Inc.

Fox Converting teamed up with Wipfli to improve IT infrastructure, saving time and money.

Manufacturing and Distribution
Consulting
Tech Consulting

Powertex

Customizing NetSuite to fully meet business needs

Manufacturing and Distribution
Consulting
Tech Consulting

Manufacturing Company: Measuring Performance through CRM

Through Microsoft Dynamics CRM, a manufacturer can now effectively measure product performance and manage product launches.

Tech Consulting
Manufacturing and Distribution

United Hospital District: Reimbursement

Developing a long-term plan for improvements.

Healthcare

Park View Community Campus

A website redesign to reflect an industry leader

Healthcare
Consulting
Tech Consulting

Health Solutions

Replacing Abila MIP with Sage Intacct

Healthcare
Consulting
Tech Consulting

Bethesda of Beresford: Operational Review

Eliminating inefficiencies and streamlining operational processes.

Healthcare

Bellin Health: Service Line Analysis

Understanding the critical issues facing a service line.

Healthcare

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
Tech Consulting

International Bank of Amherst

Gaining improved lending policies, better documentation, and confidence in the quality of its loans

Financial Institutions

Bank of Sun Prairie

Providing guidance and expertise to ensure the best fit for the Bank.

Financial Institutions
Consulting
Financial Services

Beltline Electric Company, Inc.

Implementing Wipfli Connect for Contractors and Microsoft Power BI

Construction and Real Estate
Consulting
Tech Consulting

USI: QlikView Implementation

Building a faster reporting solution, delivering greater performance, and creating empowered employees.

Consulting
Construction and Real Estate
Tech Consulting

Edgewood College: Help Desk Assessment

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

Consulting
Tech Consulting

Code42: Concur Connectors

Automating processes leaves more resources for the projects that matter.

Consulting
Consulting
Tech Consulting

Arizona Diamondbacks: ExpenseConnect

Hitting a home run with seamless expense integration.

Consulting
Tech Consulting

Valley Corporation: Research and Development Tax Credit Study and Succession Planning

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

Agribusiness
Tax

Accelerated Genetics: State and Local Tax

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

Agribusiness
Tax

Robert E. Lee Ranch Company

Family transition and succession planning

Agribusiness

Telkonet Inc.

Satisfying ASC 606 — Revenue Recognition