Business Details
50+ Years
experience
Your Trusted Accounting & Advisory Partner
For nearly a century, Wipfli has been dedicated to helping growing middle-market organizations thrive through comprehensive accounting, tax, and advisory services. Our approach is built on deep industry expertise, collaborative relationships, and a commitment to delivering tailored solutions that address our clients' unique challenges. With a team of over 3,000 professionals, we combine technical excellence with innovative thinking to provide assurance, consulting, and technology services that drive measurable results. Our values of integrity, caring, excellence, teamwork, and perseverance guide every interaction, ensuring we maintain the highest standards of professionalism and client service. We specialize in serving diverse industries including construction, healthcare, financial services, and tribal gaming, among others.Our focus on continuous learning and digital transformation enables us to help clients navigate complex regulatory environments and leverage technology for competitive advantage. Through our alternative practice structure, we offer both attest services via Wipfli LLP and advisory services through Wipfli Advisory LLC, providing clients with the flexibility to access the specific expertise they need. Our dedication to community involvement and diversity, equity, and inclusion further strengthens our ability to create lasting value for organizations and communities we serve.
Services
Accounting Services
Tax Advisory
Risk Management
Technology Consulting
ERP Implementation
Details
- Year established: 1926
Highlights and features
- We offer over 95 years of experience in accounting and advisory services
- Our team includes certified professionals with industry-specific expertise
- We maintain Microsoft Solutions Partner designations across multiple competencies
- We provide integrated services spanning accounting, technology, and business strategy
- Our alternative practice structure offers both attest and advisory capabilities
Associations and certifications
- Microsoft Solutions Partner
- Allinial Global
What people say
Industry expertise
Responsive service
Tailored solutions
Proven results
Technical knowledge
Services
Accounting Services
Our accounting services provide accurate financial reporting and compliance solutions tailored to your industry needs. We help organizations maintain proper records, implement accounting standards, and prepare for audits. Our team ensures your financial operations run efficiently while meeting regulatory requirements.
Tax Advisory
Our tax advisory services help minimize liabilities while maximizing incentives across international, federal, state, and local jurisdictions. We offer strategic planning, compliance services, and specialized expertise in areas like the One Big Beautiful Bill and tribal tax regulations to optimize your tax position.
Risk Management
We help organizations identify, assess, and mitigate risks through comprehensive governance, compliance, and internal control frameworks. Our services include cybersecurity assessments, fraud investigations, and ESG strategy implementation to enhance organizational resilience and regulatory compliance.
Technology Consulting
Our technology consulting services help businesses leverage digital solutions for improved efficiency and security. We offer ERP implementation, cybersecurity strategy, and Microsoft technology integration to help organizations achieve their digital transformation goals while maintaining compliance.
ERP Implementation
We specialize in ERP implementation for systems like Microsoft Dynamics, NetSuite, and Sage Intacct. Our consultants help organizations select, customize, and implement enterprise resource planning solutions that streamline operations, improve data visibility, and support business growth across various industries.
People
Tracy Heideman
CPA
Specializes in assurance and consulting services for public and private companies with over 15 years of experience in the technology and manufacturing sectors.
Kevin S. Owens
CPA
Partner in private equity services with expertise in financial statement audits and complex accounting transactions for closely held businesses.
Reed D. Sellers
CPA, CCIFP
Construction industry specialist with deep expertise in financial reporting and tax considerations for general and specialty contractors.
Barnaby Allen
CPA
Audit partner with 15+ years in public accounting, specializing in complex accounting issues for multinational companies and tribal gaming operations.
Jessica Barnas
CPA
Leader of finance and accounting solutions team with extensive knowledge of accounting software and process optimization for growing businesses.
Questions
What industries does Wipfli specialize in?
Wipfli serves diverse industries including construction, healthcare, financial services, tribal gaming, manufacturing, and nonprofit organizations.
Do you offer technology consulting services?
Yes, we provide technology consulting including ERP implementation, cybersecurity strategy, and Microsoft technology integration solutions.
Are you a certified public accounting firm?
Wipfli LLP is a licensed independent CPA firm providing attest services, while Wipfli Advisory LLC offers tax and business consulting.
How long has Wipfli been in business?
We've been helping businesses grow since 1926, with nearly a century of experience in accounting and advisory services.
Do you work with middle-market companies?
We specialize in serving middle-market organizations, providing tailored solutions to help them achieve their growth objectives.
What technology platforms do you support?
We work with major platforms including Microsoft Dynamics, NetSuite, Sage Intacct, and various Microsoft technology solutions.
