Wipfli

Wipfli is an accounting and business consulting firm established in 1930 and headquartered in Milwaukee, Wisconsin. The firm offers a range of industry-focused services, including assurance, accounting, tax, and consulting, aimed at addressing the various challenges faced by its clients. Wipfli serves a diverse clientele that includes manufacturers, construction companies, healthcare organizations, financial institutions, and nonprofit organizations, among others. With a team of over 1,500 professionals, Wipfli is dedicated to helping both small businesses and large enterprises streamline processes, enhance performance, and leverage technology to achieve financial growth and success. The firm remains committed to the core values instilled by its founder, emphasizing excellence, teamwork, integrity, and care in its operations.

Mark Elliott

Partner

Ed Koth

Partner

Scott Krueger

Director, Corporate Development

14 past transactions

Tidestone Solutions

Acquisition in 2020
Tidestone Solutions, founded in 1995 and based in Portland, Maine, specializes in providing software implementation and training services, primarily focusing on Dynamics software. The company offers custom development, upgrades, and business process consulting, catering to the specific needs of its clients. As of April 16, 2020, Tidestone Solutions operates as a subsidiary of Wipfli LLP. The firm provides both on-premise and cloud-hosted solutions to help organizations optimize their software utilization and improve operational efficiency.

Punchkick Interactive

Acquisition in 2020
Punchkick Interactive, Inc. is a Chicago-based company that specializes in designing and developing custom software and mobile applications to help brand marketers engage with their communities through digital experiences. Founded in 2005, the firm also provides user research and business intelligence services, ensuring that its clients remain competitive in the evolving digital landscape. Punchkick focuses on creating mobile strategies, apps, and responsive web experiences that meet the demands of modern users. By integrating lean user experience design, research, and testing into an agile development process, Punchkick delivers powerful enterprise-level solutions that position clients at the forefront of digital innovation. As of March 2020, Punchkick operates as a subsidiary of Wipfli LLP.

Strategem

Acquisition in 2020
Strategem provides advisory, accounting and tax services to hundreds of privately held businesses and individuals.

Porter Keadle Moore

Acquisition in 2019
Porter Keadle Moore, LLC is an accounting and advisory firm based in Atlanta, Georgia, founded in 1977. The firm specializes in a range of services including auditing, tax compliance, management consulting, and risk advisory services. It also offers internal auditing, computer network installation, and strategic planning and business intelligence consulting. PKM serves a diverse clientele, which includes public and privately held businesses, with particular expertise in the financial services, insurance, technology, and craft brewing sectors. As of October 1, 2019, Porter Keadle Moore operates as a subsidiary of Wipfli LLP.

Patke & Associates

Acquisition in 2019
Patke & Associates is an audit, tax, and consulting firm that specializes in serving the investment partnership and broker-dealer industries. The firm has built a strong nationwide reputation due to its commitment to quality and customer service. Fund managers rely on Patke & Associates for competitive pricing and expert guidance as they establish and grow their funds. As of August 1, 2019, Patke & Associates operates as a subsidiary of Wipfli LLP, further enhancing its resources and capabilities in providing comprehensive financial services.

TopLine Strategies

Acquisition in 2019
TopLine Strategies specializes in software solutions that provide customer relationship management and business intelligence services to businesses. Founded in 1987 and headquartered in Scottsdale, Arizona, the company focuses on the integration and development of technologies related to sales, marketing, and customer service. As of June 2, 2019, TopLine Strategies operates as a subsidiary of Wipfli LLP.

Howe, Riley & Howe, PLLC

Acquisition in 2019
Howe, Riley & Howe provides accounting, assurance and tax services to hundreds of privately held businesses and enterprises, nonprofit organizations and entrepreneurs.

Macpage

Acquisition in 2018
Macpage is one of the accounting firms in northern New England. Locally owned and independently controlled, we employ over 100 professionals from Maine to Massachusetts, offering accounting, audit, tax & consulting services. We offer an integrated team approach to all clients – blending the convenience & simplicity of a single point of contact with support from a full team of professionals with deep service and industry expertise.

Sattell, Johnson, Appel & Co.

Acquisition in 2017
Sattell, Johnson, Appel & Co. was an accounting, audit, and tax firm located in Menomonee Falls, Wisconsin, established in 1954. The firm specialized in providing a range of financial services, including accounting, auditing, tax preparation, and financial planning, primarily for privately held businesses, nonprofit organizations, and high-net-worth individuals. On December 1, 2017, the company was acquired by Wipfli, expanding its resources and capabilities in the accounting sector.

Barefoot Technologies

Acquisition in 2017
Barefoot Technologies is a niche IT consulting firm that focuses on providing development, integration, implementation, consulting and support services for the NetSuite platform.

Horwich Coleman Levin

Acquisition in 2017
Horwich Coleman Levin, based in Chicago, Illinois, was an accounting and auditing firm that specialized in supporting investment funds. The firm provided a range of services, including forensic accounting, litigation support, alternative dispute resolution, and IT consulting. Horwich Coleman Levin's expertise in these areas allowed it to effectively assist clients in navigating complex financial and legal challenges. The firm was ultimately acquired by Wipfli, expanding its capabilities and reach within the industry.

Weltman Bernfield

Acquisition in 2016
Weltman Bernfield is a certified public accounting and business consulting firm based in Buffalo Grove, a suburb of Chicago. The firm offers a comprehensive range of services, including audit and attest, tax preparation, and business consulting, catering to individuals and private companies across various industries. With a legacy dating back to the 1920s, Weltman Bernfield combines the expertise typically found in larger CPA firms with a personalized approach to client service. Their team of experienced accountants is dedicated to delivering efficient and valuable service through ongoing education and training, ensuring clients receive tailored solutions to meet their unique needs.

Hfs Consultants

Acquisition in 2016
HFS Consultants is an integral part of healthcare organziations' financial and business operations.

Brittenford Systems

Acquisition in 2016
Brittenford Systems is a professional services firm specializing in integrated Microsoft technology solutions, education, and support for organizations in the Mid-Atlantic region. As a Microsoft Gold Certified Partner and member of the Microsoft President's Club, Brittenford has achieved certification in six Microsoft competencies and provides support for various Microsoft products, including Dynamics GP, Dynamics SL, Dynamics CRM, Microsoft Office PerformancePoint, and Microsoft Office SharePoint. The firm is the largest provider of training for Dynamics users in the Mid-Atlantic, offering over 40 hands-on training classes across four facilities in the greater Washington, DC area. In May 2016, Brittenford Systems became part of Wipfli LLP, a prominent accounting and consulting firm with a presence in the United States and India.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.