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: 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 Hewins Investment Advisors: A Synergistic Approach

Coordinated services brings peace of mind to private client.

Private Wealth Services
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
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
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