Business Advice and Analysis

Make better business decisions.

Obtaining accurate and timely financial and tax information is important. However, knowing how to use that information to make sound business decisions is just as critical. Wipfli’s expertise in finance, accounting, tax, and overall business management gives us the solid background needed to provide you with proactive ideas. We focus on practical, value-added solutions to support your business objectives and will guide you through your choices in an efficient and effective manner.  Whether you need to develop a long-range plan, evaluate one specific strategic decision, or ongoing guidance, you can be sure that our management consultants have the expertise and resources necessary to help with all your needs. 

We can provide advisory and analysis services in the following areas and more:

  • Financial analysis (ratios, projections, budgets)
  • Cash flow projections & improvement techniques
  • Capital expenditure decision analysis (including lease vs. buy and buy vs. build)
  • Accounts receivable management
  • Accounts payable management
  • Internal controls
  • Risk management
  • Process optimization
  • Accounting policy preparation/review
  • Training for internal accounting/tax personnel
  • Tax projections & planning (including calculation of the lowest required quarterly estimated tax payments)
  • Tax audit guidance and assistance
  • Sales & use tax reviews
  • Cost segregation studies  
  • Personal income, estate, and succession planning  
Featured Expertise

Kimberly K. Blascoe, CPA

For more than 23 years, Kim has been providing clients with excellent services and the expertise needed to start, build, and succeed in their businesses while developing long-term relationships.

Sign up to receive FOCUS

Designed for small businesses, this bi-monthly newsletter delivers innovative ideas for building a stronger, more profitable business. Sign up here.

Read the latest issue or visit our archive for past issues.

Business Assessment Tool

To gain a better understanding of your business, click here.