Business Details
50+ Years
experience
Trusted Accounting, Tax & Advisory Services
Wipfli has been a trusted partner for growing middle-market organizations since 1946, offering deep expertise in accounting, tax, and advisory services. Our collaborative approach combines industry-specific knowledge with innovative technology solutions to deliver actionable insights tailored to each client's unique needs. With over 3,000 professionals nationwide, we prioritize integrity, client-centric service, and continuous improvement while maintaining our status as one of the top 20 accounting firms in the U.S.Our team's decades of combined experience across sectors like healthcare, manufacturing, and financial services enables us to address complex challenges while adhering to the highest professional standards. Through strategic partnerships and cutting-edge digital solutions, we help organizations optimize performance, mitigate risk, and achieve sustainable growth in dynamic markets.
Services
Audit and assurance
Tax planning
Risk advisory
Digital transformation
ERP implementation
Technology consulting
Forensic accounting
ESG reporting
Outsourced CFO services
Leadership development
Details
- Year established: 1946
Highlights and features
- We have 75+ years of experience serving middle-market businesses across multiple industries
- Our team includes licensed CPAs and specialists in tax, audit, and digital transformation
- We implement integrated solutions combining accounting expertise with Microsoft and Salesforce platforms
- We maintain AICPA compliance and adhere to strict professional conduct standards
- Our industry-specific approach addresses unique challenges in healthcare, manufacturing, and financial services
Associations and certifications
- AICPA
What people say
Exceptional ERP implementation
Deep industry knowledge
Proactive compliance guidance
Technology integration experts
Strategic business partners
Services
Audit and assurance
Wipfli provides comprehensive audit and assurance services to verify financial statement accuracy and regulatory compliance. Our risk-based approach identifies operational improvements while maintaining AICPA standards. We serve public and private companies across industries, offering specialized expertise in employee benefit plan audits and SOC reporting. Our licensed CPAs deliver actionable insights that enhance transparency and stakeholder confidence.
Tax consulting
Our tax services focus on minimizing liabilities while maximizing incentive opportunities across jurisdictions. We provide international tax planning, state and local tax compliance, and specialty tax solutions for mergers and acquisitions. With deep industry knowledge, we help clients navigate complex regulations while aligning tax strategies with business objectives through personalized advisory services.
Digital transformation
Wipfli's digital solutions combine Microsoft Dynamics, Salesforce, and AI technologies to modernize business operations. We implement ERP systems, automate workflows, and enhance data analytics capabilities to improve decision-making. Our certified consultants deliver scalable solutions that improve efficiency, security, and cross-platform integration for organizations seeking technological modernization.
Risk advisory
Our risk advisory services address governance, cybersecurity, and regulatory compliance challenges. We help organizations develop ESG frameworks, conduct fraud investigations, and implement internal controls. With expertise in SOX compliance and data protection, we provide tailored solutions that strengthen risk management frameworks while supporting business continuity and regulatory adherence.
Leadership development
Wipfli's leadership programs build high-performance cultures through behavioral assessments and strategic coaching. We develop succession plans, improve team dynamics, and align leadership capabilities with business goals. Our Prime Growth System methodology helps organizations enhance operational efficiency while developing future-ready executives through data-driven development frameworks.
People
Luis J. Murgas
Digital Transformation Leader
Technology innovator with 18 years of experience in software solutions across manufacturing, healthcare, and finance sectors. Specializes in enterprise system integration and digital strategy implementation for large-scale organizations.
Kevin Scully
Principal, Growth & Collaboration Practice
24-year technology consultant with expertise in Microsoft and Salesforce CRM implementations. Focuses on delivering scalable digital solutions for financial services and nonprofit organizations through strategic system integration.
Tracy Heideman
Audit & Consulting Services
CPA with 16 years of experience serving technology and manufacturing clients. Specializes in assurance services and financial strategy for public and private companies seeking operational optimization and compliance solutions.
Jeffrey H. Wulf
Management Consulting Partner
Strategic advisor with expertise in business process improvement and organizational performance management. Develops holistic consulting strategies to enhance operational efficiency and drive sustainable growth for mid-market enterprises.
Mary C. Bredeck
Partner, Manufacturing Practice
Certified public accountant leading audit engagements and technical accounting services for manufacturing clients. Specializes in employee benefit plan audits and regulatory compliance for large-scale industrial organizations.
Questions
What industries does Wipfli specialize in?
Wipfli serves construction, healthcare, manufacturing, financial services, tribal gaming, technology, and nonprofit sectors with tailored accounting and advisory solutions.
How does Wipfli differentiate from other accounting firms?
We combine traditional accounting excellence with digital transformation capabilities, offering integrated solutions through strategic technology partnerships with Microsoft, Salesforce, and Oracle.
What technology solutions does Wipfli offer?
We implement ERP systems like Dynamics 365 and NetSuite, develop AI strategies, and provide cybersecurity solutions through our technology management practice.
How does Wipfli support organizational growth?
Our Prime Growth System methodology aligns leadership development with operational improvements, combining behavioral insights with strategic planning frameworks for sustainable growth.
What audit services does Wipfli provide?
We offer financial statement audits, SOC reporting, employee benefit plan audits, and regulatory compliance services for public and private organizations nationwide.
How does Wipfli handle multi-jurisdictional tax matters?
Our tax specialists provide international expansion guidance, state and local tax compliance, and cross-border transaction advisory services for complex tax scenarios.
