Business Details
Trusted Accounting, Tax & Advisory Solutions for Growing Businesses
Wipfli has been dedicated to empowering growing middle-market organizations for nearly a century. As a national leader in accounting, tax, and advisory services, we combine deep industry expertise with collaborative relationships to deliver tailored solutions. Our approach prioritizes understanding each client's unique needs, ensuring our strategies align with their long-term goals. With a team of over 3,000 professionals, we provide actionable insights that transform complex challenges into opportunities for growth. Our commitment to integrity, innovation, and client success has established us as a trusted partner in the industry. We specialize in sectors such as construction, healthcare, manufacturing, and tribal gaming, offering services ranging from digital transformation to risk advisory.By integrating technology, financial expertise, and strategic planning, we help businesses navigate regulatory changes, optimize operations, and achieve sustainable success. Our culture of continuous learning ensures our team remains at the forefront of industry advancements, enabling clients to stay ahead in dynamic markets. With offices across the United States, we deliver localized service backed by nationwide resources. Our mission is to create lasting value for every organization we serve, combining a century of experience with forward-thinking perspectives.
Services
Accounting Services
Tax Planning
Risk Advisory
Cybersecurity
ERP Solutions
Digital Strategy
Organizational Performance
Forensic Advisory
ESG Reporting
Wealth Management
Highlights and features
- We offer C-suite outsourcing solutions tailored to middle-market needs.
- Our team includes CPAs and industry specialists with deep regulatory knowledge.
- We implement proven digital transformation strategies for enhanced efficiency.
- We provide sector-specific risk advisory services to protect organizational value.
- Our strategic tax planning minimizes liabilities while maximizing incentives.
Associations and certifications
- Microsoft Solutions Partner
Services
Accounting Services
Wipfli provides comprehensive accounting services including audit readiness, financial statement preparation, and compliance support. Our CPAs deliver industry-specific expertise to ensure accurate reporting and regulatory adherence. Clients benefit from tailored solutions that enhance financial transparency and decision-making for public and private organizations.
Tax Planning
Our proactive tax services address international, federal, state, and local regulations to minimize liabilities. Wipfli's team develops strategic tax planning solutions while maximizing incentive opportunities. This approach ensures compliance while supporting clients' long-term financial objectives through personalized, forward-thinking strategies.
Risk Advisory
Wipfli's risk advisory services combine strategic and tactical perspectives to enhance organizational resilience. We address governance, compliance, and cybersecurity risks while implementing controls that protect assets. Our holistic approach transforms risk management into a strategic advantage for clients across diverse industries.
Digital Strategy
Our digital services leverage technology to drive efficiency and innovation. Wipfli's experts implement cybersecurity measures, ERP systems, and AI solutions tailored to clients' operational needs. This creates secure, scalable foundations that support growth and competitive differentiation in modern marketplaces.
Organizational Performance
We help align strategy, operations, and leadership to achieve sustainable growth. Wipfli's consultants improve efficiency through process optimization, technology integration, and leadership development. This comprehensive approach strengthens organizational capabilities while driving measurable business outcomes across all functional areas.
People
Tracy Heideman
CPA
Tracy Heideman specializes in assurance and consulting services for public and private companies. With expertise in audit readiness and accounting standards, she helps clients exceed goals through strategic financial guidance and operational improvements.
Kevin Owens
Partner, Private Equity Services
Kevin Owens leads audit engagements for private equity-owned businesses. His technical expertise in financial reporting, acquisitions, and consolidation accounting supports complex transactions and regulatory compliance for closely held companies.
Reed Sellers
CPA, CCIFP
Reed Sellers provides audit and tax services for construction clients. As a Certified Construction Industry Financial Professional, he addresses industry-specific financial challenges while serving as a trusted advisor for contractor-specific accounting needs.
Jessica Barnas
CPA
Jessica Barnas leads finance and accounting solutions, specializing in ERP systems and process optimization. She advises clients on technology implementation, helping organizations streamline operations and achieve digital transformation goals efficiently.
Karen Mitchell
Risk Advisory Expert
Karen Mitchell brings 25+ years of risk management experience to Wipfli. She helps clients identify, mitigate, and govern enterprise risks while aligning risk strategy with long-term business objectives across financial services and nonprofit sectors.
Questions
What industries does Wipfli specialize in?
Wipfli serves construction, healthcare, manufacturing, tribal gaming, financial services, education, and technology sectors with industry-specific solutions.
Do you offer technology consulting services?
Yes, we provide digital strategy consulting, ERP implementation, cybersecurity, and AI integration tailored to business requirements.
How do you support tax compliance?
Our tax professionals handle international, federal, state, and local tax planning to minimize liabilities while maximizing incentives.
What outsourcing solutions are available?
We offer finance, HR, technology, and C-suite outsourcing solutions to improve efficiency and reduce operational costs.
How does Wipfli approach risk management?
We combine governance, ESG, and cybersecurity services with internal controls advisory to create comprehensive risk mitigation strategies.
Can you help with ERP system selection?
Yes, our consultants guide clients through ERP evaluation, selection, and implementation processes tailored to their operational needs.
