Success Stories

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

Ho-Chunk Tribe of Winnebago Nebraska

Gaining digital and finance transformation

Cliff Castle Casino and Hotel

Implementing modern casino accounting software, Sage Intacct

AccuWeather

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

Centauri Health Solutions, Inc.

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

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.

Senior Community Services: Improving Day-to-Day Operations

Using Technology to Help the Lives of Its Clients

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.

DMark Group Inc., Manpower

Large-Scale Systems Upgrade

Seven Clans Casinos: CasinoEdge Intacct Implementation

Creating Efficiencies and Improving Results with Award-Winning Accounting Software

Alliance for Strong Families and Communities

Gaining Long-Term Support — And Peace of Mind

Graebel Companies: International Tax Services

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

Cross Insurance TPA, Inc.

Going above and beyond the SOC exam

Wipfli and Wipfli Financial Advisors: A Synergistic Approach

Coordinated services brings peace of mind to private client.

Virtual strategic planning

Allstar Holdings

Lakes and Pines CAC, Inc.

Accounting System Training and Audit Preparation

Milestone Inc.

Customizing NetSuite for nonprofits

Community Action Partnership of Central Illinois

Closing the gaps between ideal and actual culture

Pullman Foundation

Audit and Strategic Planning

The American Society of Agronomy

Microsoft Power BI and managed technology services

Team Rubicon

Southeastern Idaho Community Action Agency (SEICAA)

Building a modern, robust website in two months

Greater Opportunities of the Permian Basin

Sage Intacct implementation and training

ACLU of Minnesota

Fast, Streamlined Financial Reporting

Prevention First

Strategic planning

Community Action Partnership of Kern

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

The Wisconsin Collaborative for Healthcare Quality

Outsourced accounting and CFO services

Van Zeeland Manufacturing

Transition planning

NetSuite customization support: Mann Lake

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

Michel Sales

Enabling growth with greater data visibility

Hometown Trolley

Technology managed services

HAF Equipment

Turning around a Business Central implementation

Fox Converting Inc.

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

Powertex

Customizing NetSuite to fully meet business needs

AlumiTank

Microsoft Business Central

Mallard Manufacturing Corporation: Research and Development Tax Credit Study

Identifying additional tax credits results in substantial savings.

Supply chain assessment

Woodway USA, Inc.

Manufacturing Company: Measuring Performance through CRM

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

Racine Metal-Fab: Cybersecurity Risk Mitigation

Manufacturing a strong defense against cyber threats.

Sub-Zero: Gaining Valuable Business Intelligence Through CRM

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

PURE Insurance: PositivePay for Intacct

Worry-free, hand-off functionality reduces stress.

United Hospital District: Reimbursement

Developing a long-term plan for improvements.

Park View Community Campus

A website redesign to reflect an industry leader

Health Solutions

Replacing Abila MIP with Sage Intacct

ENT & Allergy Associates (ENTA)

Planning an office with robust technology.

Bethesda of Beresford: Operational Review

Eliminating inefficiencies and streamlining operational processes.

Bellin Health: Service Line Analysis

Understanding the critical issues facing a service line.

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.

International Bank of Amherst

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

Bank of Sun Prairie

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

Schwieters Auto Group

Integrated Tax, Accounting and Consulting

Scott Construction Inc.

Cloud Transformation and Cost Savings

Executive Construction Inc.

Enabling a culture of business development

Beltline Electric Company, Inc.

Implementing Wipfli Connect for Contractors and Microsoft Power BI

Baceline Investments LLC

EOS implementation

USI: QlikView Implementation

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

Edgewood College: Help Desk Assessment

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

Code42: Concur Connectors

Automating processes leaves more resources for the projects that matter.

Chippewa Veterinary Clinic: Financial Accounting Outsourcing

Wipfli tames the bookkeeping beast.

Arizona Diamondbacks: ExpenseConnect

Hitting a home run with seamless expense integration.

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.

Accelerated Genetics: State and Local Tax

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

Robert E. Lee Ranch Company

Family transition and succession planning

Telkonet Inc.

Satisfying ASC 606 — Revenue Recognition