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.

Valuation & Litigation Support

Valuing a Business in a Contentious Divorce

Antigo Sign & Display

Valuation Services

Seminole Nation Gaming Enterprise

Accounting automation and controls create lasting impact for casino enterprise

Nonprofits
Governments
Tribal Gaming and Government
Tribal Gaming

AccuWeather

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

Technology Industry

SKS Consulting Group

Operational performance assessment and Dynamics 365 implementation

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

Senior Community Services: Improving Day-to-Day Operations

Using Technology to Help the Lives of Its Clients

Nonprofits

Ressac Climate Control

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

Kint Beverage Concepts & Fire Protection

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

Galaxy Media

Expense and Invoice Management with Concur Connectors for Sage Intacct

Fleetworthy Solutions

Time Savings For Complex Invoicing

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

DMark Group Inc., Manpower

Large-Scale Systems Upgrade

Seven Clans Casinos: CasinoEdge Intacct Implementation

Creating Efficiencies and Improving Results with Award-Winning Accounting Software

Tech Consulting
Tribal Gaming and Government
Tribal Gaming

Alliance for Strong Families and Communities

Gaining Long-Term Support — And Peace of Mind

Nonprofits
Governments

Graebel Companies: International Tax Services

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

Tax
Going Global

Wipfli and Wipfli Financial Advisors: A Synergistic Approach

Coordinated services brings peace of mind to private client.

Private Client Services

Virtual strategic planning

Allstar Holdings

Lakes and Pines CAC, Inc.

Accounting System Training and Audit Preparation

Nonprofits
Consulting
Tech Consulting

ACLU of Minnesota

Fast, Streamlined Financial Reporting

Nonprofits

NetSuite customization support: Mann Lake

Successfully launching and customizing the NetSuite ERP system in just four months

Manufacturing and Distribution

Michel Sales

Enabling growth with greater data visibility

Manufacturing and Distribution

Fox Converting Inc.

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

Manufacturing and Distribution

Powertex

Customizing NetSuite to fully meet business needs

Manufacturing and Distribution
Consulting
Tech Consulting

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

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

PURE Insurance: PositivePay for Intacct

Worry-free, hand-off functionality reduces stress.

Consulting
Insurance
Tech Consulting

United Hospital District: Reimbursement

Developing a long-term plan for improvements.

Healthcare

Park View Community Campus

A website redesign to reflect an industry leader

Healthcare

Health Solutions

Replacing Abila MIP with Sage Intacct

Healthcare

ENT & Allergy Associates (ENTA)

Planning an office with robust technology.

Healthcare

Bethesda of Beresford: Operational Review

Eliminating inefficiencies and streamlining operational processes.

Healthcare

Bellin Health: Service Line Analysis

Understanding the critical issues facing a service line.

Healthcare

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

International Bank of Amherst

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

Financial Institutions

Bank of Sun Prairie

Providing guidance and expertise to ensure the best fit for the Bank.

Financial Institutions
Consulting
Financial Services

Schwieters Auto Group

Integrated Tax, Accounting and Consulting

Dealerships

Scott Construction Inc.

Cloud Transformation and Cost Savings

Construction and Real Estate

Executive Construction Inc.

Enabling a culture of business development

Construction and Real Estate

USI: QlikView Implementation

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

Consulting
Construction and Real Estate
Tech Consulting

Edgewood College: Help Desk Assessment

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

Consulting
Tech Consulting

Code42: Concur Connectors

Automating processes leaves more resources for the projects that matter.

Consulting

Arizona Diamondbacks: ExpenseConnect

Hitting a home run with seamless expense integration.

Consulting
Tech Consulting

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

Accelerated Genetics: State and Local Tax

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

Agribusiness
Tax

Robert E. Lee Ranch Company

Family transition and succession planning

Agribusiness

Telkonet Inc.

Satisfying ASC 606 — Revenue Recognition