The twin commitments to quality service and advancing technology and innovation are fundamental to the Wipfli identity, and they are evident across every facet of our firm.

We know that exceptional service is the key to long-term loyalty.

Wipfli’s skilled professionals care deeply not only about the work we do but also about the people we do it for. It’s one of the things that sets us apart from our peers. From the moment a client engages with us to the post-engagement support they receive, every interaction is an opportunity to exceed expectations, build meaningful relationships and enhance our reputation as a quality provider for the range of services we offer.

By continuously refining and culturally embedding our service standards, we help ensure that every associate is positioned for quality and service excellence. Wipfli invests heavily in training and development so associates can keep ahead of trends and share technical and industry knowledge with our clients about the rapidly changing landscape in which they operate.

Embracing technology solutions and innovations is vital.

Innovation is the lifeblood of progress, driving us to push boundaries, pioneer new solutions and better serve our clients. Through groundbreaking product development, streamlined processes and cutting-edge technologies, innovation permeates every aspect of our firm. We do this so that our associates can be best equipped to focus on the fulfilling work they do, and so we can seamlessly deliver the right solutions, skills and teams to our clients.

By embracing change and fostering a culture of creativity and experimentation within our firm, we provide our people with an environment where curiosity can flourish and associates can grow a meaningful career. It also helps secure our place at the forefront of our industry, poised to help clients capitalize on emerging opportunities and tackle future challenges head-on.

Our people make the difference for clients.

Wipfli’s strength lies in its diverse and inclusive community, the perspectives our people bring and the care they demonstrate with clients. This diversity has enabled the firm to grow and diversify, enhancing our ability to serve a wider range of client needs.

When our firm started nearly 100 years ago, we provided tax and bookkeeping services. Today, we integrate cloud and digital technologies, offer proficiency in our clients’ industries and engage a global workforce to provide solutions.

This empowers us to deliver a full suite of accounting/finance capabilities for our clients to outsource to us. In addition, our clients entrust us to help them with complex challenges, including technology solutions, digital transformation, leadership development, transaction guidance and other assorted advisory services.

No matter what services we’re providing, Wipfli associates remain laser-focused on quality service, innovative solutions, proactive guidance and partnership to help unleash a client’s potential.

Our annual report is full of stories of the impact we provide our clients and the quality we promote with our teams at Wipfli. Reach out if you think Wipfli can help you with tailored solutions that can transform your business.

Best,
Kurt E. Gresens

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