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
Tech Consulting
Ressac Climate Control

Ressac Climate Control

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

Consulting
Tech Consulting
Kint Beverage Concepts & Fire Protection

Kint Beverage Concepts & Fire Protection

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

Consulting
Tech Consulting
Galaxy Media - Video Camera

Galaxy Media

Expense and Invoice Management with Concur Connectors for Sage Intacct

Tech Consulting
Consulting
Fleetworthy Solutions

Fleetworthy Solutions

Time Savings For Complex Invoicing

Consulting
Tech Consulting
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
Tech Consulting
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 Client Services
ACLU of Minnesota

ACLU of Minnesota

Fast, Streamlined Financial Reporting

Nonprofits
Consulting
Tech Consulting
Michel Sales

Michel Sales

Enabling growth with greater data visibility

Manufacturing and Distribution
Consulting
Tech Consulting
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
Tech Consulting
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.

Tech Consulting
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
Tech Consulting
Consulting
Worry-free, hand-off functionality for positive pay

PURE Insurance: PositivePay for Intacct

Worry-free, hand-off functionality reduces stress.

Consulting
Insurance
Tech Consulting
physician-integration issues

United Hospital District: Reimbursement

Developing a long-term plan for improvements.

Healthcare
PARK VIEW COMMUNITY CAMPUS

Park View Community Campus

A website redesign to reflect an industry leader

Healthcare
Consulting
Tech Consulting
assisted living

Bethesda of Beresford: Operational Review

Eliminating inefficiencies and streamlining operational processes.

Healthcare
understanding the critical issues facing a service line

Bellin Health: Service Line Analysis

Understanding the critical issues facing a service line.

Healthcare
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
Tech Consulting
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
Tech Consulting
Help Desk insights, improvements and best practices

Edgewood College: Help Desk Assessment

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

Consulting
Tech Consulting
Automating processes leaves more resources for the projects that matter

Code42: Concur Connectors

Automating processes leaves more resources for the projects that matter.

Consulting
managing travel expenses

Arizona Diamondbacks: ExpenseConnect

Hitting a home run with seamless expense integration.

Consulting
Tech Consulting
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
Robert E Lee Ranch Company

Robert E. Lee Ranch Company

Family transition and succession planning

Agribusiness
Telkonet Inc

Telkonet Inc.

Satisfying ASC 606 — Revenue Recognition

Audit and Accounting