Success Stories

SharpLogixx

Saving lives with custom technology

Stickle Steam Specialties Co.

Transforming a fifth-generation family business

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.

Community Action Partnership of Kern

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

Beltline Electric Company, Inc.

Implementing Wipfli Connect for Contractors and Microsoft Power BI

Jones Sign Company

Software selection

SKS Consulting Group

Operational performance assessment and Dynamics 365 implementation

Robert E. Lee Ranch Company

Family transition and succession planning

Valley Corporation

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

Arizona Diamondbacks: ExpenseConnect

Hitting a home run with seamless expense integration.

Code42: Concur Connectors

Automating processes leaves more resources for the projects that matter.

Edgewood College: Help Desk Assessment

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

USI: QlikView Implementation

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

Baceline Investments LLC

EOS implementation

Gale Construction

Outsourced finance and accounting

Executive Construction Inc.

Enabling a culture of business development

Scott Construction Inc.

Cloud Transformation and Cost Savings

Pan-Oceanic Engineering Co., Inc.

Fraud prevention checkup

Schwieters Auto Group

Integrated Tax, Accounting and Consulting

Bank of Sun Prairie

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

International Bank of Amherst

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

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.

Bellin Health: Service Line Analysis

Understanding the critical issues facing a service line.

Bethesda of Beresford: Operational Review

Eliminating inefficiencies and streamlining operational processes.

ENT & Allergy Associates (ENTA)

Planning an office with robust technology.

Health Solutions

Replacing Abila MIP with Sage Intacct

United Hospital District: Reimbursement

Developing a long-term plan for improvements.

PURE Insurance: PositivePay for Intacct

Worry-free, hand-off functionality reduces stress.

Sub-Zero: Business Intelligence Through CRM

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

Racine Metal-Fab: Cybersecurity Risk Mitigation

Manufacturing a strong defense against cyber threats.

Larpen Metallurgical Service

Software selection

Supply chain assessment

Woodway USA, Inc.

Mallard Manufacturing Corporation: Research and Development Tax Credit Study

Identifying additional tax credits results in substantial savings.

AlumiTank

Microsoft Business Central

Powertex

Customizing NetSuite to fully meet business needs

Fox Converting Inc.

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

HAF Equipment

Turning around a Business Central implementation

Hometown Trolley

Technology managed services

Michel Sales

Enabling growth with greater data visibility

NetSuite customization support: Mann Lake

Successfully launching and customizing the NetSuite ERP system in just four months

The Coburn Company, Inc.

Discovering the enduring benefits of a cloud-based ERP

Van Zeeland Manufacturing

Transition planning

Prevention First

Strategic planning

ACLU of Minnesota

Fast, Streamlined Financial Reporting

Team Rubicon

The American Society of Agronomy

Microsoft Power BI and managed technology services

Community Action Partnership of Central Illinois

Closing the gaps between ideal and actual culture

Collaborating to help a high-net-worth client

Cross Insurance TPA, Inc.

Going above and beyond the SOC exam

Graebel Companies: International Tax Services

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

Alliance for Strong Families and Communities

Gaining Long-Term Support — And Peace of Mind

Seven Clans Casinos: CasinoEdge Intacct Implementation

Creating Efficiencies and Improving Results with Award-Winning Accounting Software

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.

Fleetworthy Solutions

Time Savings For Complex Invoicing

Galaxy Media

Expense and Invoice Management with Concur Connectors for Sage Intacct

Senior Community Services: Improving Day-to-Day Operations

Using Technology to Help the Lives of Its Clients

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.

Centauri Health Solutions, Inc.

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

Cliff Castle Casino and Hotel

Implementing modern casino accounting software, Sage Intacct

Ho-Chunk Tribe of Winnebago Nebraska

Gaining digital and finance transformation

Seminole Nation Gaming Enterprise

Accounting automation and controls create lasting impact for casino enterprise

Antigo Sign & Display

Valuation Services

Muckleshoot Casino Resort

Why Muckleshoot Casino Resort chose Wipfli and Sage Intacct over an all-in-one ERP

AccuWeather

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

Ressac Climate Control

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

Kint Beverage Concepts & Fire Protection

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

DMark Group Inc., Manpower

Large-Scale Systems Upgrade

Virtual strategic planning

Allstar Holdings

Lakes and Pines CAC, Inc.

Accounting System Training and Audit Preparation

Milestone Inc.

Customizing NetSuite for nonprofits

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.

Pullman Foundation

Audit and Strategic Planning

Southeastern Idaho Community Action Agency (SEICAA)

Building a modern, robust website in two months

Greater Opportunities of the Permian Basin

Sage Intacct implementation and training

The Wisconsin Collaborative for Healthcare Quality

Outsourced accounting and CFO services

Manufacturing Company: Measuring Performance through CRM

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

Park View Community Campus

A website redesign to reflect an industry leader

Chippewa Veterinary Clinic: Financial Accounting Outsourcing

Wipfli tames the bookkeeping beast.

Accelerated Genetics: State and Local Tax

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

Telkonet Inc.

Satisfying ASC 606 — Revenue Recognition

Valuation & Litigation Support

Valuing a Business in a Contentious Divorce