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.
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.
NonprofitsConsulting
Technology
Senior Community Services: Improving Day-to-Day Operations
Using Technology to Help the Lives of Its Clients
NonprofitsConsulting
Technology
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.
NonprofitsTechnology
Seven Clans Casinos: CasinoEdge Intacct Implementation
Creating Efficiencies and Improving Results with Award-Winning Accounting Software
TechnologyTribal Gaming and Government
Graebel Companies: International Tax Services
Wipfli’s expertise and global connections help worldwide moving company address international tax liabilities.
TaxGoing Global
Wipfli and Wipfli Financial Advisors: A Synergistic Approach
Coordinated services brings peace of mind to private client.
Private Wealth Services
Fox Converting teamed up with Wipfli to improve IT infrastructure, saving time and money.
Manufacturing and DistributionConsulting
Technology
Mallard Manufacturing Corporation: Research and Development Tax Credit Study
Identifying additional tax credits results in substantial savings.
Manufacturing and DistributionTax
Manufacturing Company: Measuring Performance through CRM
Through Microsoft Dynamics CRM, a manufacturer can now effectively measure product performance and manage product launches.
TechnologyManufacturing and Distribution
Racine Metal-Fab: Cybersecurity Risk Mitigation
Manufacturing a strong defense against cyber threats.
Manufacturing and DistributionGovernance & Risk
Sub-Zero: Gaining Valuable Business Intelligence Through CRM
Improved customer understanding has led to better business decisions using real, reliable data.
Manufacturing and DistributionTechnology
Consulting
Bethesda of Beresford: Operational Review
Eliminating inefficiencies and streamlining operational processes.
Health Care
Bellin Health: Service Line Analysis
Understanding the critical issues facing a service line.
Health Care
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 InstitutionsTechnology
Gaining improved lending policies, better documentation, and confidence in the quality of its loans
Financial Institutions
Providing guidance and expertise to ensure the best fit for the Bank.
Financial InstitutionsConsulting
Financial Services
Building a faster reporting solution, delivering greater performance, and creating empowered employees.
ConsultingConstruction and Real Estate
Technology
Edgewood College: Help Desk Assessment
A Help Desk gets insights, improvements, and best practices.
ConsultingTechnology
Chippewa Veterinary Clinic: Financial Accounting Outsourcing
Wipfli tames the bookkeeping beast.
Outsourcing
Arizona Diamondbacks: ExpenseConnect
Hitting a home run with seamless expense integration.
ConsultingTechnology
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.
AgribusinessTax
Business Advisory
Accelerated Genetics: State and Local Tax
Audit assistance helps turn a potential tax liability into a refund.
AgribusinessTax
