OUR
WORK

Clients come to us because we offer solutions that make them better at what they do. We take what’s brought to the table and ask, “What does success look like for you?” This drives us in every conversation as we strive for our shared goals.

OUR WORK

Clients come to us because we offer solutions that make them better at what they do. We take what’s brought to the table and ask, “What does success look like for you?” This drives us in every conversation as we strive for our shared goals.

Integrated services

Wipfli teams collaborate with clients to bring unconventional clarity to drive sustainable and scalable success. Our services are horizontally connected but vertically aligned so that each client has a team of Wipfli advisors that uniquely understands their business and what's needed to thrive.

Among our service offerings are:

Digital

Strategy
Cybersecurity
Data and analytics
Custom software and apps
E-commerce
Enterprise solutions
Managed services

Organizational performance

People
Strategy
Operations
Managed services

Outsourcing

Chief financial officer
Chief information officer
Virtual chief information security officer
Chief human resources officer

Business consulting

ESG
Fraud and forensics
Governance, risk and compliance
M&A and transaction advisory

Tax, audit and accounting

Accounting
Audits
Internal audits
Credits and incentives
Individual tax
International tax
State and local tax
Tax services for nonprofits
Tax services for businesses

Our work - Digital drives decisions

Digital drives decisions

Wipfli Digital, our most robust and growing service sector, uses our decades of experience and imagination to give clients an enhanced perspective of the possible and scale their operations with greater precision and impact. We unlock the potential in today’s technology so clients can transform faster, engage smarter and get tangible results.

Our digital strategy teams work with clients to align software selection and strategy to drive productivity, growth and engagement.
Our cybersecurity teams consider clients’ processes to neutralize outside threats and minimize internal ones by building cybersecurity strategies or outsourcing management of data protection.
Our data and analytics teams modernize clients’ systems and processes to build foundations for data-driven cultures that ready businesses for the future.

Industry specialization

Only by truly understanding our clients can we deliver on our mission of creating a lasting, positive impact. To do that, we not only develop deep relationships but also specialize in providing unique solutions for specific industries.

Industries we focus on:

Agribusiness
Construction
Dealerships
Distribution
Education
Financial institutions
Financial services
Government
Healthcare
Hospitality accommodations
Insurance
Manufacturing
Nonprofit
Private equity
Real estate
Retail
Technology
Tribal gaming and government
Wealth and asset management firms

Our work - Industry specialization

“Our teams bring experience, curiosity and human-centered design to support organizations that are looking for integrated solutions that turn their data into insights. We provide perspective to optimize workflows, to increase margins and to transform through forward thinking.&rdqrdquo;

— Brian Blaha, growth partner

Sharing our knowledge

In our quest to identify factors driving business today, we regularly research and share the information in concise, digestible formats for our clients. In FY23, we shared our perspectives by producing thought leadership, on-demand webinars and groundbreaking, original research. Among our shared reports were:

30 tips in 30 days

Each year, in honor of cybersecurity month, Wipfli’s cybersecurity and communications professionals team up to provide clients with recommendations on how to stay safe in a digital world.

State of the banking industry report

Our survey of almost 250 banks helps to better understand their top concerns and how financial institutions are navigating current economic conditions, the national labor shortage and digital engagement.

State of rural healthcare

A survey of 110 rural healthcare organizations across 25 states shows they’re coping with economic and regulatory challenges.

Client impact stories

We don’t just solve one solution at a single point in time. Our solutions span teams and departments. Together, we build a foundation for success that delivers results today and into the future.

CLIENT IMPACT STORY:

Amperage Electrical Supply, Inc

Positioning for an even brighter future

1

owner

25

years

10%

growth expected after acquisition

LEARN MORE

CLIENT IMPACT STORY:

Cody Foster & Co.

Bringing orders into alignment

150%

increase in warehouse efficiency

140%

more orders filled with 65% of the previous year’s required staff

LEARN MORE

Honoring excellence

Reflecting our connection to our communities and clients, we are proud to honor inspirational leaders.

Titan 100

Titan 100

As the lead sponsor, we’re proud to have helped expand the Titan 100 program to seven markets in the U.S. The program recognizes a premier group of 100 CEOs and C-level executives within a region who demonstrate exceptional leadership, vision, passion and influence in their fields.

Nonprofit innovation

Nonprofit innovation

Wipfli’s Innovation Excellence Award recognizes nonprofit leaders who use technology and are forward thinking to make a difference in their organization and their community. The 2022 winner was Liz Kuoppala, executive director of the MAHUBE-OTWA Community Action Partnership, Inc. in Western Minnesota.

Next: Putting perspective into practice

No one part of our firm would succeed without the focus we place on associates. To learn more about our commitment to uplifting and caring for our associates, continue to our next section on our people.