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.

Technology Implementation - SIFMA - Sage Intacct

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
Technology
Galaxy Media - Video Camera

Galaxy Media

Expense and Invoice Management with Concur Connectors for Sage Intacct

Technology
Consulting
Fleetworthy Solutions

Fleetworthy Solutions

Time Savings For Complex Invoicing

Consulting
Technology
Case Study - Eagle Hill School - Sage Intacct

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
Technology
CasinoEdge Intacct Implementation: Seven Clans Casinos

Seven Clans Casinos: CasinoEdge Intacct Implementation

Creating Efficiencies and Improving Results with Award-Winning Accounting Software

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

Graebel Companies: International Tax Services

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

Tax
Going Global
private client services - coordinated services bring peace of mind

Wipfli and Wipfli Financial Advisors: A Synergistic Approach

Coordinated services brings peace of mind to private client.

Private Wealth Services
Lakes and Pines Community Action Council

Lakes and Pines CAC, Inc.

Accounting System Training and Audit Preparation

Nonprofits
Consulting
Technology
ACLU of Minnesota

ACLU of Minnesota

Fast, Streamlined Financial Reporting

Nonprofits
Consulting
Technology
Fox Converting Success Story

Fox Converting Inc.

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

Manufacturing and Distribution
Consulting
Technology
Manufacturing Company CRM Success Story

Manufacturing Company: Measuring Performance through CRM

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

Technology
Manufacturing and Distribution
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.

Manufacturing and Distribution
Technology
Consulting
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
Team looking over that business intelligence data visualization dashboards

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
Technology
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
Schwieter's Auto Group

Schwieters Auto Group

Integrated Tax, Accounting and Consulting

Dealerships
USI: QlikView Implementation

USI: QlikView Implementation

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

Consulting
Construction and Real Estate
Technology
Help Desk insights, improvements and best practices

Edgewood College: Help Desk Assessment

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

Consulting
Technology
managing travel expenses

Arizona Diamondbacks: ExpenseConnect

Hitting a home run with seamless expense integration.

Consulting
Technology
Cranberry grower finds success

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
Business Advisory
Assisting agribusiness with state and local tax matters

Accelerated Genetics: State and Local Tax

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

Agribusiness
Tax
Telkonet Inc

Telkonet Inc.

Satisfying ASC 606 — Revenue Recognition

Audit and Accounting