Jack Katz, CPA

At Wipfli, we believe that what sets us apart is our unique approach to business. We are not just a consulting firm; we are your partners in progress. Our team is dedicated to helping businesses like yours turn what's possible into what's next.

Our story began with a commitment to provide exceptional service, deep expertise, and a relentless pursuit of innovative solutions. Over the years, we have grown into a global organization with a diverse range of services designed to cater to every aspect of your business needs.

We take pride in our people - a team of professionals who are not just skilled in their fields but also passionate about delivering results that make a difference. Our leadership team is comprised of experienced individuals who are dedicated to living our values and driving our mission forward.

Our values are at the heart of everything we do. We believe in integrity, respect, teamwork, and excellence. These principles guide our actions, decisions, and interactions with our clients and each other. They are the foundation upon which we build long-lasting relationships and trust with our clients.

We are deeply committed to our community. Through our foundation, we invest in education, health, and economic development initiatives that make a positive impact on the lives of people in our communities. Our team members are encouraged to participate in volunteer work and give back to their local communities.

Our approach is simple yet effective: we listen, we understand, and we deliver. We understand that each business is unique, with its own set of challenges and opportunities. That's why we offer customized solutions that are tailored to meet your specific needs. Whether you need help with strategy development, operational improvement, risk management, or technology integration, we have the expertise and resources to help you achieve your goals.

Our Services

At Wipfli, we offer a wide range of services designed to help your business succeed. Our services can be broadly categorized into several key areas:

• Digital Services: We help you unlock the real impact of technology to achieve deeper engagements, enhanced efficiencies, secure systems, and actionable data. Our team of experts can help you with custom software development, cybersecurity, data analytics, and digital strategy.

• Outsourcing Services: We provide traditional and innovative C-suite outsourcing solutions to help you stay lean and scale smart. Whether you need bookkeeper, staff accountant, controller, or CFO support, we have the expertise and resources to meet your needs.

• Organizational Performance: We help align and elevate your strategy, operations, and people to thrive in a fast-paced, dynamic marketplace. Our services include leadership development, strategy and operations, and human resources.

• Risk Advisory: We help manage your risk, protect against threats, and stay compliant while enhancing the value and resiliency of your organization. Our team can assist with fraud investigation, litigation support, governance, risk, and controls.

• Assurance: We offer tailored audit, assurance, and accounting solutions - and actionable insights - crafted specifically for your business. Our team of professionals can help you with financial statement audits, operational audits, and tax compliance.

We believe that our unique approach, combined with our deep expertise and commitment to excellence, sets us apart from other consulting firms. At Wipfli, we are dedicated to helping you achieve your goals and turn what's possible into what's next.