Success Stories

Success Stories

Time & again we get results.

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.

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

Graebel Companies

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

Tax
private client services - coordinated services bring peace of mind

Wipfli and Wipfli Hewins Investment Advisors: A Synergistic Approach

Coordinated services brings peace of mind to private client.

Private Wealth Services
Identifying additional tax credits results in substantial savings.

Mallard Manufacturing Corp

Identifying additional tax credits results in substantial savings.

Manufacturing and Distribution
Tax
Gaining Valuable Business Intelligence Through CRM

Sub-Zero: Gaining Valuable Business Intelligence Through CRM

Improved customer understanding has led to better business decisions using real, reliable data.

Consulting
Manufacturing and Distribution
physician-integration issues

United Hospital District: Reimbursement

Developing a long-term plan for improvements.

Health Care
assisted living

Bethesda of Beresford: Operational Review

Eliminating inefficiencies and streamlining operational processes.

Health Care
understanding the critical issues facing a service line

Bellin Health: Service Line Analysis

Understanding the critical issues facing a service line.

Health Care
improved lending policies and documentation

International Bank of Amherst

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

Financial Institutions
support for executive-level recruitment

Bank of Sun Prairie

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

Financial Institutions
Consulting
Financial Services
USI: QlikView Implementation

USI: QlikView Implementation

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

Consulting
Help Desk insights, improvements and best practices

Edgewood College: Help Desk Assessment

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

Consulting
Culver's Flavor of the Day

Culver's, Brian Addotta Franchise: Financial Accounting Outsourcing

Giving an owner the time to pursue bread-and-butter responsibilities.

Consulting
managing travel expenses

Arizona Diamondbacks: ExpenseConnect

Hitting a home run with seamless expense integration.

Consulting