Financial insights you can act on
Your business can get more from your accounting than just reporting. Exchange routine compliance for actionable insights with Wipfli accountants.
Why Wipfli?
As one of the top 20 accounting firms in the nation, Wipfli looks beyond the numbers to deliver greater value to your organization. We have decades of combined experience, with specialized knowledge in a full range of industries. Whether it’s helping you understand new guidance around leases or delivering critical financial planning and analysis, our accountants help you take action now and see what’s next.
How we help
Gaining the clarity and consistency you need in communicating financial information is vitally important for your organization. Take the worry out of meeting accounting requirements with Wipfli. We assist organizations with a range of technical accounting services to support your GAAP compliance, including but not limited to accounting for:
- ASC 842, Leases
- ASC 606, Revenue Recognition
- Business combinations, consolidations and restructurings
- Equity and debt financing arrangements
- Stock-based compensation, including stock options and profit interests
- Capitalized software costs
- Derivatives and hedging arrangements
The most accurate financial reports tell your business what happened. But what you truly need is the knowledge of what needs to happen next.
Turn financial information into business insight with Wipfli’s FP&A services. We look beyond the numbers to guide you through developing long-term plans or evaluating specific strategic decisions in order to deliver stronger outcomes.
Convert financial information to business insights with Wipfli’s compilation and preparation services. We compile your financial statements in accordance with your financial reporting framework, enabling you to gain insights into your organization and make more informed decisions. Our team has deep experience with leading business software and navigating complex systems.
Businesses looking to go public or preparing for a first-time financial statement or SOC audit must meet specific accounting and assurance requirements to do so. Ease the burden of the financial compliance by engaging Wipfli to assist in matters such as technical accounting and internal control assessments, including SOX compliance, technology infrastructure, tax planning and financial statement preparation.
Our team
Joe Paulus, CPA
Joe Paulus is a manager in Wipfli’s audit practice. He manages and executes financial statement audits and reviews for clients in various industries including manufacturing, software, and nonprofit. Joe also oversees numerous employee benefit plan audits. In addition, he is the auditing and accounting lead scheduler in Milwaukee.
Preston Tomlinson, CPA
Preston Tomlinson is a senior manager on Wipfli’s audit and accounting services team. Prior to coming to Wipfli, he gained experience working on audits of both public and private companies at Grant Thornton. Preston’s work at Wipfli focuses on private company audits in the construction and real estate industry, including specialty contractors. He also has experience working with manufacturing, distribution, and transportation companies as well as not-for-profit entities. Preston’s technical knowledge of the audit and accounting standards and financial reporting requirements enables him to provide an efficient and effective audit experience for his clients.
Lonny J. Charles, CPA
With over 15 years of experience, Lonny works with small and medium-sized businesses providing accounting, tax, and business consulting advice for businesses and their owners.
Zachary D. Mayer, CPA
Zach Mayer is a partner who has 25 years of experience in serving closely held manufacturing and distribution companies and other commercial entities, providing practical guidance on technical financial reporting matters and audit, review, and compilation services.
Sean LaFortune, CPA
Sean LaFortune is a partner in Wipfli’s outsourced CFO and controller service line. With over 20 years of experience in providing advisory services, his extensive consulting background includes clients in a broad spectrum of industries, specializing in manufacturing and distribution.
