{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/wipfli-com","markdownUrl":"https://haycion.com/advisors/wipfli-com.md","jsonUrl":"https://haycion.com/advisors/wipfli-com.json","name":"Wipfli","headline":"Helping mid‑market and larger organizations improve performance with assurance, tax, advisory and technology solutions.","firmType":"Advisory firm","website":"https://www.wipfli.com","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T16:54:10.889Z","extractedAt":"2026-10-02T08:06:14.877Z","dateLine":{"kind":"checked","date":"2026-10-02T08:06:14.877Z"},"about":"Integrated assurance, tax and technology expertise aligns finance, operations and data to improve performance for mid‑market and larger organizations. Wipfli applies multidisciplinary teams across FP&A, operations, technology and M&A advisory to help clients scale, modernize finance and adopt AI-driven capabilities for better decision making.","intro":"Helps buyers simplify complex, cross-functional programs and deliver measurable performance gains through practical roadmaps and rapid implementation.","titlePhrase":"Operations & Finance Advisory","agentUrl":"https://nowen.ai/agents/wipfli-com","contactUrl":"https://haycion.com/advisors/wipfli-com/contact","boonFrontDoor":{"url":"https://boon.ai/agents/wipfli-com","label":"Send Wipfli a request on Boon","sub":"Boon forwards it to Wipfli and invites them to reply."},"facts":[{"label":"Engagement models","value":"Outsourced team, Project, Retainer"},{"label":"Works in","value":"North America, United States"}],"idealClient":{"stages":["Established business","Enterprise"],"sizes":["201 to 1,000 people","More than 1,000 people"]},"fit":{"goodFit":["An established business or an enterprise with 201 to 1,000 people or More than 1,000 people","In construction, consumer goods, distribution, education, government, healthcare, financial services or insurance","Based in North America or the United States"],"engagement":[{"label":"Outsourced team","definition":"The firm's people run delivery alongside yours."},{"label":"Project","definition":"A defined scope with one outcome."},{"label":"Retainer","definition":"Ongoing work on a recurring basis."}]},"specialisms":[{"slug":"operations-and-scaling","label":"Operations and scaling","hubUrl":"https://haycion.com/advisors/specialism/operations-and-scaling"},{"slug":"finance-and-fpa","label":"Finance and FP&A","hubUrl":"https://haycion.com/advisors/specialism/finance-and-fpa"},{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"},{"slug":"ai-adoption","label":"AI adoption","hubUrl":"https://haycion.com/advisors/specialism/ai-adoption"},{"slug":"m-and-a-advisory","label":"M&A advisory","hubUrl":"https://haycion.com/advisors/specialism/m-and-a-advisory"}],"services":[{"name":"Strategy and operations consulting","description":"Clients align scaling initiatives and operational improvements with finance and technology priorities and strategy."},{"name":"Outsourced finance and accounting","description":"Clients delegate FP&A and routine finance functions to Wipfli teams to sustain financial operations and reporting."},{"name":"Data and analytics implementation","description":"Clients implement data platforms and analytics to turn business data into timely reporting and decision support."},{"name":"Technology management and Microsoft 365 services","description":"Clients outsource management of IT environments and Microsoft 365 to maintain integrated workplace technology."},{"name":"Leadership development and people transformation","description":"Clients invest in leadership programs and people transformation to build capability for scaling and change."},{"name":"Tax advisory and credits & incentives","description":"Clients receive tax planning support and assistance pursuing credits and incentives across jurisdictions."},{"name":"Transaction advisory and sell‑side services","description":"Clients engage for sell-side transaction support, due diligence and M&A advisory through deal execution."},{"name":"Assurance and audit services","description":"Clients obtain assurance and audit services to enhance financial controls and stakeholder confidence."}],"proofPoints":[],"industries":[{"slug":"construction","label":"Construction","hubUrl":"https://haycion.com/advisors/industry/construction"},{"slug":"consumer-goods","label":"Consumer Goods","hubUrl":"https://haycion.com/advisors/industry/consumer-goods"},{"slug":"distribution","label":"Distribution","hubUrl":"https://haycion.com/advisors/industry/distribution"},{"slug":"education","label":"Education","hubUrl":"https://haycion.com/advisors/industry/education"},{"slug":"government","label":"Government","hubUrl":"https://haycion.com/advisors/industry/government"},{"slug":"healthcare","label":"Healthcare","hubUrl":"https://haycion.com/advisors/industry/healthcare"},{"slug":"financial-services","label":"Financial Services","hubUrl":"https://haycion.com/advisors/industry/financial-services"},{"slug":"insurance","label":"Insurance","hubUrl":"https://haycion.com/advisors/industry/insurance"}],"notableClients":[],"certifications":[],"faq":[]}