Services & Products

Our services focus on improving the key components of every successful organization.

You can rely on a consistent, cohesive, and dedicated team of service professionals and industry-specific experts who draw on a wide range of collective knowledge and experience.

The members of your Wipfli team understand that your overall financial health is measured by more than the bottom line. Because they represent a broad range of business disciplines, they can address your critical business issues with a depth of experience that generates the powerful, sustainable solutions you need to be competitive. And they have a commitment to helping you get closer to customers, leverage technology, effectively manage operations, strengthen your position in the marketplace, and achieve results.



SERVICES

Audit and Accounting Services
Audit and Accounting Services

Wipfli’s audit and accounting experts assist clients with financial reporting and cost-accounting systems, financial statements, internal audits, assurance services, and temporary personnel.

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Employee Benefit Services
Employee Benefit Services

Retirement and benefit plans are key to attracting and retaining talented employees. Wipfli’s team of employee benefits advisors provides proactive plan design solutions, up-to-date technology solutions for plan accounting, and experienced compliance specialists to avoid costly IRS and DOL issues.

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Financial Accounting Outsourcing (FAO)
Financial Accounting Outsourcing (FAO)

Wipfli takes the stress away from accounting with innovative, client-focused, outsourced financial accounting services.

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Human Resource (HR) Consulting
Human Resource (HR) Consulting
Are your employees your competitive edge and one of your key differentiators in the marketplace? Your company’s employees are increasingly more important to your current business success and future business growth. Wipfli is your partner to help you build and maintain a high-performance workforce to achieve your company’s current and long-term business strategies. View More
 
Individual Services
Individual Services

Wipfli provides personal and private wealth management and financial solutions for individuals. Contact us today for assistance with personal taxes, investments, and financial planning.

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Information Technology (IT) Consulting
Information Technology (IT) Consulting

Dedicated professionals who understand your business needs and are driven to maximize your current technology investment. We deliver value and enhance productivity through efficient, effective, and proven technology solutions.

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Merger and Acquisition
Merger and Acquisition

Wipfli’s merger and acquisition specialists assist clients in positioning themselves as credible buyers, recommend avenues of diversification, and locate attractive businesses that complement their existing holdings or prior background. We have helped numerous public and privately held companies and individual buyers navigate their way through mergers and acquisitions.

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Public Company (SEC) Services
Public Company (SEC) Services

Wipfli’s Public Company (SEC) Services Practice Group has all the resources necessary to provide a full range of services to help emerging-growth and mid-sized publicly held companies as well as entrepreneurial, private companies planning to go public succeed.

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Risk Advisory and Forensic Services
Risk Advisory and Forensic Services

Wipfli’s Risk Advisory and Forensic Services assist clients in strategically managing enterprise risk and enhancing their risk-management capabilities through specialized tools and proven best practices.

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Tax Services
Tax Services

Wipfli's Tax associates provide tax planning, compliance, and audit assistance to diverse entities and individuals across the entire range of Wipfli's client base.

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Valuation, Litigation, and Transaction Services
Valuation, Litigation, and Transaction Services

Wipfli offers professional business valuation services performed by accredited appraisers who are members of the American Society of Appraisers (ASA) and the Institute of Business Appraisers (IBA) in addition to being accredited in business valuation (ABV) and certified public accountants (CPAs).

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Corporate Finance Services
Corporate Finance Services

We consistently provide clients broad transactional, structuring and industry expertise, and the benefit of solid relationships with hundreds of middle-market companies and capital providers throughout the Midwest and across the United States.

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PRODUCTS

Accounting and Business Software
Accounting and Business Software

Maximize your company’s competitive edge with industry leading software.

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Tools and Templates
Tools and Templates

Tools to improve development and sustain your high-performance workforce.

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