Grow your business with a financial system you can trust
Many organizations find themselves navigating a complex web of financial systems for reporting, budgeting and forecasting. When legacy and manual accounting practices start to introduce risk or inefficiency, it’s time to consider a comprehensive, intelligent and flexible approach to financial management.
Enterprise finance and accounting solutions make it possible to see the entire picture of performance and help you plan for the future of your business with confidence.
Benefit from actionable and accessible financial insights
Integrate budgeting, forecasting and planning
Integrate budgeting, forecasting and planning
Gain financial clarity and visibility
Gain financial clarity and visibility
Elevate your accounting team
Elevate your accounting team
Make decisions with confidence
Make decisions with confidence
How we support financial transformation
A centralized system provides the critical foundation to monitor finances and performance so you can make decisions today for the long-term financial health of the business. As a top 20 accounting and business consulting firm, Wipfli goes beyond technology to address an organization’s unique requirements for end-to-end financial management.
.svg?rev=e870f0d728154c81866b6c33d76f27a3&hash=A0E1372EFBB72D8D15A44C1019672411)
Getting started
Getting started
Putting a plan into action
Putting a plan into action
Managing through change
Managing through change
What our clients are saying
TOP PICKS
Our team
Brad Collard
As a leader in our financial and operational systems practice, Brad Collard’s goal is to deliver excellence to clients through market-leading software systems that are optimized to meet organization- and industry-specific needs. With tools like Microsoft Dynamics, Oracle NetSuite, and Sage Intacct, he and his team deliver innovative, hassle-free solutions to the market, focused on a business’s accounting and operational functions.
Shereen Mahoney, CPA
Shereen Mahoney has devoted her entire career to helping small and midsized clients improve business processes and productivity, reduce operational costs, and get timely access to financial information so they can run their businesses more efficiently.
Thomas P. Schiesl, CISA
Tom focuses on helping clients develop and confirm their business strategies and turn them into implementation roadmaps with real performance metrics and a business case to drive short-term and long-term value. His mission is to help clients clearly articulate how they want to grow and not only help them identify solutions, but ensure that they adopt those solutions to achieve their maximum value.
Lindan D. Elliott, CPA, CISA
Lindan Elliott is a partner in the financial and operational systems group within the technology consulting practice. His time is devoted to helping customers achieve their finance transformation objectives and realize the full potential of modern business systems and processes. Lindan assists CFOs through the full accounting system and process life cycle, including business process and technology assessments, roadmap creation, and accounting software deployment, training, and ongoing support.
Dane Koepke
Dane Koepke provides business and channel development acumen, along with a strategic and innovative approach to bringing the best experience to clients. He serves as the practice director of the Microsoft Dynamics 365 Business Central team, one facet of the overall back office practice at Wipfli. Dane has been involved with Microsoft business applications since 2003, which allows him to bring a myriad of experiences and solution knowledge in various industries and related best practices.
ERP success story
Learn how SIFMA transformed financial practices with a one-stop system that generates real-time information and automates bookkeeping every month.
How to determine your tech ROI
A guide to building your business case for new tech.
