Success Stories

Results that transform. 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.

Stickle Steam Specialties Co.

Transforming a fifth-generation family business

Manufacturing and Distribution

Community Action Partnership of Kern

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

Nonprofits
Governments

Robert E. Lee Ranch Company

Family transition and succession planning

Agribusiness

Valley Corporation

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

Agribusiness
CPA Tax Services

Code42: Concur Connectors

Automating processes leaves more resources for the projects that matter.

Business consulting services
Digital Services

Edgewood College: Help Desk Assessment

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

Business consulting services
Digital Services

USI: QlikView Implementation

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

Construction and Real Estate
Business consulting services
Digital Services

International Bank of Amherst

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

Financial Institutions

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
Digital Services

Bellin Health: Service Line Analysis

Understanding the critical issues facing a service line.

Healthcare

Bethesda of Beresford: Operational Review

Eliminating inefficiencies and streamlining operational processes.

Healthcare

United Hospital District: Reimbursement

Developing a long-term plan for improvements.

Healthcare

Sub-Zero: Business Intelligence Through CRM

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

Manufacturing and Distribution
Digital Services
Business consulting services

Graebel Companies: International Tax Services

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

CPA Tax Services
Going Global

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
Business consulting services
Digital 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.

Nonprofits
Business consulting services
Digital Services

Centauri Health Solutions, Inc.

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

Technology Industry

Antigo Sign & Display

Valuation Services

AccuWeather

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

Technology Industry
Business consulting services
Digital Services

Ressac Climate Control

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

Business consulting services
Digital Services

Kint Beverage Concepts & Fire Protection

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

Business consulting services
Digital Services

Galaxy Media

Expense and Invoice Management with Concur Connectors for Sage Intacct

Business consulting services
Digital Services

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.

Nonprofits

Pullman Foundation

Audit and Strategic Planning

Nonprofits

Manufacturing Company: Measuring Performance through CRM

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

Manufacturing and Distribution
Digital Services

Telkonet Inc.

Satisfying ASC 606 — Revenue Recognition

Valuation & Litigation Support

Valuing a Business in a Contentious Divorce