Assist with budgeting, forecasting, and cash flow modeling.
Provide technical accounting assistance to clients and internal engagement teams.
Wipfli is a company where people count and strives to create exceptional impact and extraordinary results. They are focused on relationships and encourages each individual to follow their own path, offering a career-defining opportunity.
Own key components of the annual operating plan and long-range financial model.
Lead cash flow forecasting, including cash models and runway analysis.
Partner with Sales, Supply Chain, Marketing, and R&D leaders to manage budgets and evaluate financial performance.
Sound Agriculture is revolutionizing the way the world grows food with innovative technology and solutions, empowering farmers to maximize nutrient efficiency and reduce environmental impact. As a Series D startup, they're funded by leading investors and dedicated to transforming agriculture with a team-oriented culture.
Guide business owners through the sale process to their employees, analyzing opportunities and risks.
Translate complex financial, legal, estate, and tax information for client understanding and decision-making.
Collaborate with attorneys and accounting professionals to ensure clients receive the best legal and actionable guidance.
Common Trust helps business owners sell to their employees, creating shared prosperity. They are the first of their kind in alternative exit planning and have approximately 10-15 employees with a values-driven culture that prioritizes integrity, inclusion, and long-term thinking.