Wipfli

Wipfli provides audit, tax, advisory, technology, and outsourced finance services for businesses and organizations. Its finance operations include accounts payable, accounts receivable, bookkeeping, invoicing, payment reconciliation, financial reporting, and outsourced accounting support.

01 / Overview

Company description

Wipfli is a national advisory and accounting firm serving organizations across industries including manufacturing, distribution, healthcare, retail, financial services, and nonprofits. Its outsourced finance practice supports daily accounting operations such as vendor invoice processing, accounts payable, customer invoicing, accounts receivable tracking, payment reconciliation, bookkeeping, and financial reporting.

02 / Sectors

Key Capabilities

Outsourced Finance and Accounting

Accounts Payable Processing

Accounts Receivable Support

Customer Invoicing

Vendor Invoice Processing

Bookkeeping

Bank Reconciliation

Financial Reporting

Month-End Close

Fractional CFO Services

03 / Services & Solutions

Explore services

Software & Technology SOLUTIONS
NetSuite
Planful
Sage Intacct
QuickBooks
Microsoft Dynamics
Power BI
Salesforce
Operational Support SOLUTIONS
Invoice Processing
Accounts Receivable
Accounts Payable
Payment Reconciliation
Bookkeeping
Financial Reporting
Month-End Close
Budgeting
Cash Flow Management
Payroll Processing
04/ Company Snapshot

Key Details

A quick reference of the provider's core profile information

United States
1930
1000 - 9999
Private
Services
Global
05 / Why Consider This Provider?

What Sets Them Apart

Wipfli is relevant for finance operations because it provides outsourced accounting support covering accounts payable, accounts receivable, customer invoicing, bookkeeping, payment and bank reconciliation, financial reporting, and fractional CFO functions.

06 / Locations & Service Coverage

Global Presence

Global service coverage
07 / Reviews

Reviews & Ratings

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08 / Contact Information

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