Case studies

  • How Petaluma improved purchasing accuracy and efficiency with eProcurement

    Healthcare | Federally Qualified Health Centers

    How Petaluma improved purchasing accuracy and efficiency with eProcurement

    See how Petaluma Health Center simplified complex healthcare purchasing with eProcurement for Sage Intacct, improving accuracy, control and efficiency.
  • Cultivating leadership unlocks breakthrough growth

    Nonprofits | Human services organizations

    Cultivating leadership unlocks breakthrough growth

    See how Thompson used intentional leadership development to grow from $8M to $60M in revenue and expand its capacity for mission impact.
  • Transforming finance into a growth engine

    Tribal | Tribal gaming

    Transforming finance into a growth engine

    See how Ko-Kwel Casino Resort worked with Wipfli to modernize finance, improve visibility and build scalable systems for continued growth.
  • Advancing the mission through trust and technology

    Community-based federated nonprofits | Nonprofits

    Advancing the mission through trust and technology

    See how Easterseals New Jersey modernized finance and strengthened data security to meet Medicaid requirements, streamline reporting and scale whole person care.
  • Improving operations and increasing profitability

    Fabricated metals | Manufacturing

    Improving operations and increasing profitability

    See how LMC increased OEE by 10–15%, saved 5,000+ machine hours, and improved performance with Wipfli’s strategic Intouch implementation. Learn more today.
  • Transforming payroll for exponential expansion

    Residential construction consulting | Construction

    Transforming payroll for exponential expansion

    Discover how Allstar Services grew from 50 to 1,000+ employees in one year with Wipfli’s integrated HR and payroll solutions, saving 5,200+ hours weekly.
  • Strengthening analytics with Epic transition

    Federally Qualified Health Centers | Healthcare

    Strengthening analytics with Epic transition

    Learn how Lawndale Christian Health Center worked with Wipfli to modernize analytics during its Epic transition — delivering deeper, superior decision making.
  • Modernizing humanitarian operations to save more lives

    Nonprofits | Human services organizations

    Modernizing humanitarian operations to save more lives

    Discover how Project C.U.R.E. scaled operations to achieve a record-breaking number of shipments with Microsoft Dynamics 365, AI tools, and a strategic partnership with Wipfli.
  • Taking the guesswork out of software selection

    Nonprofits

    Taking the guesswork out of software selection

    Goodwill of South Central Wisconsin needed a new point-of-sale system — but it didn’t have the time or resources to lead the software selection process. Wipfli did.
  • Modernizing financial operations with a tailored approach

    Tribal gaming | Tribal

    Modernizing financial operations with a tailored approach

    Wipfli helped Kiowa Casino modernize financial operations with unified systems, a streamlined chart of accounts, improved reporting and process automation.
  • Financial visibility for business viability

    Wealth management | Financial Services

    Financial visibility for business viability

    Newly formed Callan Family Office needed outsourced accounting services to get them up and running. Wipfli provided a solid accounting foundation and continuous support.
  • Transforming challenges into opportunities

    Tribal gaming | Tribal

    Transforming challenges into opportunities

    Grand Lake Casino enhanced its operations and efficiency by outsourcing and implementing Sage Intacct, with ongoing support helping to ensure continued success.
  • Achieving audit excellence, fueling growth goals

    Banks | Financial Services

    Achieving audit excellence, fueling growth goals

    Citizens Bank chose Wipfli for FDIC compliance readiness, regulatory guidance and audit services, supporting growth beyond a $500M assets threshold.
  • Growing key audit compliance capabilities

    Banks | Financial Services

    Growing key audit compliance capabilities

    Bank of Luxemburg chose Wipfli for FDICIA compliance readiness, regulatory guidance and audit services, supporting growth beyond the $500M assets threshold.
  • Coaching increased sales and employee engagement

    Dealerships | Retail

    Coaching increased sales and employee engagement

    Wipfli helped one of the largest auto dealerships in the Midwest reorganize around a new growth strategy.