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Wipfli | Audit, Tax, Advisory CONTACT NEWS LOCATIONS LOGIN PAY BILL INDUSTRIES Construction Consumer products Distribution Education Governments Healthcare Financial services Insurance Nonprofits Manufacturing Private equity Real estate Retail Technology Tribal gaming and government SERVICES Assurance Accounting services Audit and assurance Performance management Leadership development Strategy and operations Business outsourcing Finance and accounting Human resources Technology Operations C-suite Private client services Estate and tax planning Business transition strategy Wealth management and investment advisory services Risk advisory ESG services Forensic advisory Fraud investigation and litigation support Governance risk and controls Internal controls Marketing compliance Operational risk Regulatory and compliance Technology Tax Credits and incentives Individual tax International expansion International tax Strategic tax services State and local tax services Transaction advisory Buy-side Sell-side Investment banking Valuation services Technology consulting AI services Cybersecurity Data & analytics Digital strategy Enterprise solutions iPaaS solutions Application modernization Managed services Alliances Software solutions SOFTWARE SOLUTIONS Data and analytics Microsoft Power BI Microsoft Fabric Qlik Snowflake Tableau CRM Microsoft Dynamics D365 CRM Salesforce HubSpot Creatio Wipfli Move ERP business software Microsoft Dynamics 365 Business Central Microsoft Dynamics 365 Project Service Automation Microsoft Dynamics GP Oracle NetSuite Sage Intacct ERP for job shops Financial solutions Microsoft Dynamics 365 Business Central Microsoft Dynamics GP Microsoft Dynamics SL Oracle NetSuite Procore QuickBooks Sage Intacct AI solutions Salesforce Agentforce Microsoft 365 Copilot iPaaS solutions Boomi DataBlend MuleSoft Technology management Microsoft Azure Microsoft Office 365 Alliances Partnerships with premier platforms Wipfli Marketplace Integrated Products for Sage Intacct AssetEdge Concur Connectors for Sage Intacct EMRConnect for Sage Intacct eProcurement HCMConnect LM-2 on Sage Intacct PolicyConnect for Sage Intacct PositivePay for Sage Intacct Integrate invoice processing & AP automation with Concur Connectors Connectors for Dynamics Connectors for NetSuite Connectors for Sage Intacct ABOUT About us The Wipfli Way Living our values DEI Serving our communities The Wipfli Foundation Awards Corporate development Annual report Partners and associates Leadership team Window into Wipfli Media Logo and trademark Wipfli in the news RESOURCE HUB EVENTS CAREERS All openings Careers at Wipfli Diversity, equity and inclusion Experienced professionals How we invest in your growth Student opportunities Plan for every “What if” Middle-market leaders face constant change. We help you see ahead, stay ready and move forward with confidence. Discover Wipfli Trending insights Fresh perspectives and strategic insights from Wipfli Why cash flow visibility is becoming a leadership issue Most businesses don’t feel pressure in the financial statements. They feel it operationally through slower reporting, spreadsheet workarounds and forecasts that are harder to trust. Explore what strong leaders are doing differently. Learn More Why cash flow visibility is becoming a leadership issue Most businesses don’t feel pressure in the financial statements. They feel it operationally through slower reporting, spreadsheet workarounds and forecasts that are harder to trust. Explore what strong leaders are doing differently. Capital allocation strategy: How CFOs are resetting priorities Capital allocation strategy is becoming more operationally connected. Discover how CFOs are reevaluating investments, EBITDA levers and forecasting visibility heading into fiscal year planning. Learn More Capital allocation strategy: How CFOs are resetting priorities Capital allocation strategy is becoming more operationally connected. Discover how CFOs are reevaluating investments, EBITDA levers and forecasting visibility heading into fiscal year planning. How to improve cash flow, operational readiness and execution capacity Download our guide to get our capital deployment readiness self-check, a scenario planning worksheet for leadership teams, practical discussion prompts for evaluating operational readiness and investment sequencing and much more. Learn More How to improve cash flow, operational readiness and execution capacity Download our guide to get our capital deployment readiness self-check, a scenario planning worksheet for leadership teams, practical discussion prompts for evaluating operational readiness and investment sequencing and much more. Managing multistate sales and use tax risks Growth can create unexpected sales and use tax obligations. Watch our on-demand webinar for multistate businesses to learn common nexus triggers, use tax risks and how to identify exposure before an audit. Learn More Managing multistate sales and use tax risks Growth can create unexpected sales and use tax obligations. Watch our on-demand webinar for multistate businesses to learn common nexus triggers, use tax risks and how to identify exposure before an audit. Who we are Built for businesses that build the economy

For nearly a century, Wipfli has helped growing middle-market organizations with big ambitions thrive. As a national accounting, tax and advisory services provider, Wipfli brings deep understanding and clear perspectives that emerge from close, collaborative relationships.

Discover Wipfli Services Made for the middle market. Digital Unlock the real impact of technology to achieve deeper engagements, enhanced efficiencies, secure systems and actionable data. Learn More Digital Unlock the real impact of technology to achieve deeper engagements, enhanced efficiencies, secure systems and actionable data. Outsourcing Stay lean and scale smart with traditional and innovative C-suite outsourcing solutions. Learn More Outsourcing Stay lean and scale smart with traditional and innovative C-suite outsourcing solutions. Organizational performance Align and elevate your strategy, operations and people to thrive in a fast-paced, dynamic marketplace. Learn More Organizational performance Align and elevate your strategy, operations and people to thrive in a fast-paced, dynamic marketplace. Risk advisory Manage your risk, protect against threats and stay compliant while enhancing the value and resiliency of your organization. Learn More Risk advisory Manage your risk, protect against threats and stay compliant while enhancing the value and resiliency of your organization. Assurance Get tailored audit, assurance and accounting solutions — and actionable insights — crafted specifically for your industry. Learn More Assurance Get tailored audit, assurance and accounting solutions — and actionable insights — crafted specifically for your industry. Tax Minimize your tax exposure and maximize your tax incentive opportunities on an international, national, state or local level. Learn More Tax Minimize your tax exposure and maximize your tax incentive opportunities on an international, national, state or local level. M&A transaction advisory Maximize value at every stage of your M&A deal with proactive pre-transaction strategies and post-transaction integration. Learn More M&A transaction advisory Maximize value at every stage of your M&A deal with proactive pre-transaction strategies and post-transaction integration. Private client services Cut through the complexities of personal and business finances to achieve your financial goals. Learn More Private client services Cut through the complexities of personal and business finances to achieve your financial goals. All Services SUCCESS STORIES Transforming payroll for exponential expansion

Allstar Services’ expansion from 50 to 1,000+ employees outpaced both its human resource team’s capacity and its standalone payroll system capabilities. Wipfli’s HR and payroll modernization services empowered Allstar to achieve real-time data visibility and seamless payroll operations, as well as save 5,200 hours annually. Learn how we made growth manageable.

READ THE FULL STORY INSIGHTS 06/01/2026 Grow, protect, adapt: A mid-market strategy for where to act next Learn More 05/19/2026 Top security gaps in tribal casinos: What physical pen testing reveals By: Chris Janke, Tom Wojcinski
Learn More 05/17/2026 Managing multistate sales and use tax risks By: Craig A. Cookle, Austin DeMoss, Katie Murray
Learn More 06/01/2026 Grow, protect, adapt: A mid-market strategy for where to act next Learn More 05/19/2026 Top security gaps in tribal casinos: What physical pen testing reveals By: Chris Janke, Tom Wojcinski
Learn More 05/17/2026 Managing multistate sales and use tax risks By: Craig A. Cookle, Austin DeMoss, Katie Murray
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THE WIPFLI WAY EVENTS 7/13/2026 6:00 PM 2026 Stronger to serve 8/26/2026 8:30 AM Elevate 2026: Streamlining the path from audit to financials All events News 6/16/2026 Wipfli welcomes John Rosenbaum as chief technology officer 6/1/2026 Wipfli wins three 2026 AAM Marketing Achievement Awards 5/28/2026 Wipfli promotes 12 to partner All news Wipfli alerts & updates Perspective changes everything.

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