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Wipfli Review

6

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Very good

Revainrating 4.5 out of 5  
Rating 
4.3
Value-Added Resellers (VARs), Host Analytics Channel Partners

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Description of Wipfli

Wipfli ranks among the largest accounting and business consulting firms in the United States.

Reviews

Global ratings 6
  • 5
    2
  • 4
    4
  • 3
    0
  • 2
    0
  • 1
    0

Type of review

Revainrating 4 out of 5

Excellent CPA firm & fantastic clients

The customer support team is excellent, they are always very helpful with any questions that I have about our account or their products. They also provide great training for new employees to help them be more efficient as well as providing ongoing advice throughout your relationship with them. I would like to see better reporting options available at an intermediate level of complexity - i.e., where you could create pivot tables but not do complex formulas yet. We use this product primarily…

Pros
  • Very easy customization / programming process.
  • Easy user interface once created/customized

Revainrating 4 out of 5

Exceptional Customer Service from wipefl

The best part of working withWipFl is that it provided us great customer service, their team always responded to emails within minutes or hours time which made our jobs very easy! Nothing so far but looking forward for more opportunities where I can work hard with my colleagues at wipflix. It's such an awesome experience being associated with wipflix as this has helped me grow personally because they have challenged me by promoting professionalism throughout all levels. Being a small business…

Pros
  • The best part of working with Wipfli is that they have helped our company grow and improve our accounting by providing great customer service and being responsive
Cons
  • No dislikes at this time, everything was fine!

Revainrating 4 out of 5

Reliable accountants when you need one

I like the fact that Wipfli has a lot of flexibility in terms of their services. We have used their accounting services for almost a decade, and have never had a problem. Wipfli is very thorough in their accounting services, and it is always a pleasure to work with them. I would definitely recommend Wipfli to anyone looking for accounting services. They have been our accounting firm for almost a decade, and we have never had a problem. They are very thorough in their accounting services, and…

Pros
  • Great customer service
  • Fast response time when there's an issue
  • Professional staff members who know what you're talking about! (The accountants)
Cons
  • There aren't many issues at all.
  • Overall experience was great

Revainrating 5 out of 5

Great Accountant Agency providing high-quality service

I worked with them for over 4 years as an internal consultant, managing both B2B (customer) relationships and my own projects internally at our organization; they are professional accountants who take their work seriously but also have fun doing it! They always deliver great results to us without fail - that's why we kept working together so long time ago when other agencies were not delivering much value or even worse had issues like late submissions of reports etc., which was quite common…

Pros
  • Quality service delivery
  • Highly skilled people in accounting field ready & willing help out anytime if you're stuck somewhere.
  • Very easy access via email / phone whenever needed,
  • Great transparency regarding project statuses through all phases including detailed plans , Honest feedback provided by PMs throughout entire duration
Cons
  • Nothing here

Revainrating 4 out of 5

Top notch professionalism and service from start through completion

The best part about working with this firm was that they were very attentive to my needs, questions I had as an individual client or for our team of clients we serviced together (as well). They also helped me understand what it is like being self-employed so there wasn't any confusion when making decisions related to taxes/accounting etc.. There really isn’t anything bad at all! If you are looking into starting your own LLC then definitely look no further than them because their services will…

Pros
  • They were always attentive to specific questions we had along the way
Cons
  • The service and experience was great

Revainrating 5 out of 5

Tricentis Cloud Review- Excellent tool and great customer service

I was able to find information about my clients' financial status, as well as their current projects with me for future growth opportunities. It is easy to search through all of your client's files at once from one location rather than having them scattered across different systems or folders within each system you use (like QuickBooks). The cost can be prohibitively expensive if not used by large companies that have multiple departments using it; however we were only given access after…

Pros
  • There seem(s) quite simple and logical ways they provide certain features while keeping things straight forward yet powerful too.I'm sure these folks must really enjoy what goes over here behind the scenes to make everything flow smoothly :) !!!
Cons
  • Some cons