Our
commitment
Wipfli is committed to quality, fostering continuous improvement and innovation, and learning from our associates and the impact we have on our clients’ businesses.
Our
commitment
Wipfli is committed to quality, fostering continuous improvement and innovation, and learning from our associates and the impact we have on our clients’ businesses.
Commitment to quality
We recognize the preeminent position the CPA profession plays in helping ensure the proper functioning of capital markets and the key role we play for our clients as a trusted outside advisor. Our first value has always been integrity — a key element of trust. With this focus, Wipfli is committed to quality and continuous improvement in our delivery of professional services to meet the needs of our profession and those we serve.
Our focus on integrity and commitment to quality starts with “tone at the top” and the attention that Wipfli’s senior leadership pays to these foundations of practice. All leaders at Wipfli are dedicated to displaying integrity in their interactions and helping ensure that quality is a focus in everything we do.
Wipfli’s pillars of quality
Professional performance
We hold ourselves to the highest standards of integrity, objectivity, competence and due care in all engagements. Our leadership fosters an environment that promotes high-quality professional performance.
Risk management
Our commitment to risk management, quality and excellence resonates from the very top. Our managing partner, board of directors and senior leadership team are the driving force behind our unwavering dedication, which has shaped the culture at every level of Wipfli.
Training
We deliver continuous education and accreditation support to our associates throughout the year. Our culture is centered on continuous improvement and learning, helping ensure that we are always equipped to better serve our clients.
Rigor
We are dedicated to rigorous self-inspection and improvement. In addition, our annual customer experience and associate experience studies monitor our performance, and we use those results to generate actionable insights.
Quality assurance
Annual internal inspection and independent peer review conducted under the umbrella of the American Institute of Certified Public Accountants (AICPA) Center for Audit Quality is an important window into the quality of our assurance practice, as is regular inspection by other regulators, including the Public Company Accounting Oversight Board (PCAOB). Wipfli actively participates with the CPA profession in a variety of ways to help advance shared goals related to quality, trust and service delivery.
Our underlying commitment to quality is foundational to our ability to achieve our business objectives. Across our practice and service lines, our goal is to help ensure that our clients are interacting with quality professionals and a process that promotes quality, trust and results. We invest heavily in people, processes and technology to accomplish these objectives. We are proud of our commitment to quality.
“Wipfli’s dedication to quality and excellence is deeply woven into our core values. Doing our best work is of the highest importance to all of us, and our legacy speaks for itself. This principle was established when Wipfli began nearly a century ago, and it is still upheld today.”
— Stephanie Cavadeas, Quality Control Partner
Commitment to innovation
At Wipfli, we prioritize innovation as a key driver of our success. We actively cultivate a culture of innovation by valuing the input of our team members. Through the Wipfli Innovation Center, we empower our associates to contribute their fresh, forward-thinking ideas, shaping the future of our firm with new products and services, enhanced processes and procedures, innovative vendor tools and beyond.
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What our associates say
“By embracing innovation, adapting to change and adopting new business processes and models, Wipfli is not merely overcoming challenges — we are charting a course toward sustainable growth and success.”
“I believe we all have the power to innovate in ways unique to us as individuals, which is what brings meaning to our work and advances the world around us. It’s not limited to any one person — it’s open to everyone.”
Innovation in action
We are committed to leveraging the latest innovations to provide our clients with exceptional service and support. We have introduced a range of digital initiatives, all aimed at evolving the way Wipfli works internally and interacts with its clients.
- Wipfli Hub: Wipfli Hub is the firm’s new client portal that enables the One Wipfli vision and brings everything Wipfli together in a one-stop digital experience for clients. The portal provides clients with unique insights, opportunities and features from Wipfli.
- EMRConnect: Wipfli’s EMRConnect solution allows healthcare organizations to integrate their electronic medical record (EMR) system with their Sage Intacct accounting system, enabling general ledger data to flow between the two, streamlining processes and reducing manual errors.
- Copilot: Copilot for Microsoft 365 expands AI capabilities for our associates by integrating Microsoft products, streamlining tasks, saving time and enhancing collaboration.
Next: Our work
At Wipfli, we listen, learn and offer innovative solutions that drive success for our clients. To learn more about our work, continue to our next section.
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