Wipfli Tech Stack

Top 25 advisory firm serving 54,000 clients across audit, tax, and consulting

Business Consulting and Services Milwaukee, WI 1,001–5,000 employees Partnership

Wipfli is a 3,000+ person advisory partnership serving mid-market and emerging organizations with audit, accounting, tax, and consulting services. The tech stack reflects a mature professional services operation: heavy Microsoft (Office 365, Dynamics 365, Azure, Power BI), domain-specific tools (Caseware, CCH Axcess for tax, Sage Intacct for accounting), and sales enablement (Outreach, ZoomInfo). Finance roles dominate hiring (401 of 486 active positions), with senior-level focus signaling growth in client-facing delivery and compliance work — consistent with active projects around GAAP standards implementation and modernizing service delivery.

Tech Stack 57 technologies

Core StackProcore NetSuite Bill.com Jira JavaScript TypeScript Workday Dynamics 365 ZoomInfo Power BI Word Excel PowerPoint Adobe Caseware IntelliJ IDEA Sage QuickBooks Online CCH Axcess Microsoft Office Sage Intacct SuiteScript SuiteCloud CI/CD Microsoft Dynamics 365 Outreach Microsoft 365 Azure ITIL Microsoft Dynamics 365 Business Central+26 more

What Wipfli Is Building

◆Challenges

Expanding professional services sales
Complex partnership tax compliance
U.s. gaap adherence
Process inefficiencies
Improving quality and time-to-delivery of estate plan solutions
Performance optimization
Gaap compliance
Time pressure
Operational inefficiencies
Modernizing service delivery

▲Active Projects

Developing standardized approaches and methodologies for improving the quality and time-to-delivery of estate plan solutions
M&a due diligence
Client advisory engagements
Industry growth plan for construction
Implementation of new gaap accounting standards
Review of current estate plans
Modernizing service delivery
Integrated client solutions
Post-merger integration
Integration of new technology platforms

Hiring Activity

Steady490 roles · 180 in 30d

Department

Finance

401

Sales

Legal

Support

Engineering

Consulting

Healthcare

Audit

Seniority

Senior

301

Manager

135

Intern

Mid

Director

Staff

C-Level

Notable leadership hires: Technical Accounting Lead, Lead Generation, Service Desk Lead, Estate Tax Director

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About Wipfli

Wipfli is a partnership-based advisory firm with over 90 years of operating history, now serving 54,000 clients across financial services, manufacturing, healthcare, construction, real estate, technology, and other specialized verticals. The firm employs more than 3,000 full-time associates and offers services spanning audit and accounting, tax planning, M&A advisory, valuation, litigation support, forensic investigations, and digital consulting. Operations center on mid-market and emerging organizations where Wipfli brings industry-specialized expertise and compliance leadership. Recent project work includes M&A due diligence, post-merger integration, new GAAP standard implementation, and estate planning quality improvement — suggesting a focus on both transaction advisory and modernizing internal service delivery methodologies.

HeadquartersMilwaukee, WI

Company Size1,001–5,000 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Wipfli use?

Microsoft ecosystem (Office 365, Dynamics 365, Azure, Power BI), accounting platforms (Sage Intacct, QuickBooks Online, CCH Axcess), audit tools (Caseware), and sales enablement (Outreach, ZoomInfo). Domain tools include Procore for construction and NetSuite for financial management.

How many clients does Wipfli serve?

Wipfli serves 54,000 clients across industries including financial services, manufacturing, healthcare, construction, real estate, technology, and nonprofit sectors.