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Transforming finance into a growth engine
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Enterprise solutions | Sage Intacct consulting and implementation | Outsourced finance and accounting services
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Our Impact
more efficient cage close processes
%
reduction in reporting cycle
%
reduction in budget cycle

Overview

Ko-Kwel has evolved from a single, local casino into a multi-casino destination resort with a dozen supporting entities. As the organization grew, Ko-Kwel partnered with Wipfli to strengthen finance and accounting capabilities, modernize systems and processes and establish a scalable foundation for continued growth. The work combined tribal-specific guidance, technology implementation and outsourced capacity to support stronger insights, efficiency and organization-wide momentum.
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The Challenge
Ko-Kwel’s continued growth, including expansion to a second casino and an increasing number of entities, created an opportunity to
modernize finance and accounting systems and processes. With increasing complexity across the organization, Ko-Kwel sought a
strategic partner to bring best-practice guidance, technical experience and hands-on implementation support. The objective was to
create a scalable finance function equipped to support continued growth and informed decision-making.
As a CFO, Wipfli was invaluable. They presented practical options for scope and investment, earning the board’s confidence to move forward. They created team buy-in by listening to input, explaining the “why” of needed changes and providing hands-on support.
Janell Cox, Chief operating officer at Ko-Kwel Casino Resort

The solution

Starting with a cohesive solution

Wipfli provided a hands-on approach tailored to Ko-Kwel’s needs and growth objectives.

  • Performed an on-site assessment.
  • Defined scope and investment choices, helping build board and organizational alignment.
  • Provided an integrated approach including technology implementation, outsourced support, process improvement, vendor coordination, ongoing advisory support, change management and training.
  • Used modern casino-focused best practices as the foundation for planning, milestones and guidance.

Sage Intacct software implementation

  • Implemented Sage Intacct.
  • Customized Wipfli’s proprietary golden image implementation approach to match Ko-Kwel’s unique complexity.
  • Integrated existing systems and data flows.
  • Augmented with Casino Insights and Casino Cash Track, Stratton Warren inventory/procurement, DataBlend integrations and payroll postings through Paylocity.
  • Created a common chart of accounts across entities.
  • Modernized and automated AP workflows.
  • Provided initial training and ongoing coaching.

Outsourced finance and accounting

  • Automated processes to reduce manual entry.
  • Accelerated monthly financial reporting to support timely analysis and decision- making.
  • Created organization-wide on-demand data access and reporting.
  • Strengthened audit and reconciliation workflows.
  • Consistent, interactive employee discussions to incorporate feedback, secure buy-in and drive adoption.
  • Significantly reduced month-end close time.
  • Improved cage close efficiency.

 

The results

This is just the beginning

Ko-Kwel wants to build upon its existing partnership with Wipfli and see where they can next:

  • Continue strengthening audit readiness while expanding analysis and strategic thinking.
  • Align efficiency and strategic planning for additional tribal needs.
  • Identify and apply additional opportunities for improvement.
  • Further automation to improve efficiency and support delegation.
  • Ongoing audit preparation, reconciliation, policy and procedure updates, budgeting and expanded reporting efforts will continue.
  • Continued team growth and development with internal and external options.
  • Measure impact on efficiency, engagement and operational performance.

Scalable and insight-driven finance approach

Enhanced financial data gives department leaders stronger budget ownership, faster analysis and more proactive decision-making.

Companywide visibility: Strategic goal tracking and day-to-day operations give leadership a clearer view across entities and departments to support informed decisions.

Monthly close time was significantly reduced, supported by fewer manual handoffs, a simplified chart of accounts, enhanced controls, more efficient audit work and improved vendor coordination.

Digital cage workflows: Moving from paper- heavy processes to 90% digital documentation is saving cage leaders 1.5 hours/day while reducing storage and disposal costs.

Organization-wide momentum and transformation

Roadmap for organization-wide initiatives: The finance transformation demonstrates clear planning, cross-functional partnership and the right mix of technology, process improvement and support to scale capabilities and results.

Strengthened team engagement: Finance and accounting have expanded their capacity to focus on higher-value analysis, invest in skill building and provide meaningful contributions.

Better tools, clearer processes and greater investment in employees are supporting engagement, retention, development and long-term performance.

“We literally touch everywhere money or data flows; having efficient and scalable systems is a game changer.
Janell Cox, Chief financial officer at Ko-Kwel Casino Resort