We have established strategic alliances with a number of highly respected companies that share our dedication to helping clients achieve their performance objectives.
We value our relationship with these exceptional partners who distribute and support Plansmith products to meet their clients’ needs.
Learn more about each of our partners by clicking on the company's name in the menu on the left.
Wipfli, LLP – Wausau, WI
Wipfli LLP is a full service CPA and Consulting firm, ranking in the top 25 accounting firms in the country. In recognition of the unique issues businesses in different industry niches face, we have developed a specialized Financial Institution Practice that is a leader in providing auditing, accounting, tax, risk management, and strategic advisory services to over 560 financial institutions across the Upper Midwest. Our risk management services include internal audit, compliance, IT examinations, loan review, human resources, and asset liability management processing, validation and liquidity consulting. Our strategic advisory services focus on a financial institution's strategic initiatives including strategic planning, management assessment, and incentive compensation strategies. We are fiercely focused on assisting financial institutions navigate the complex environment they face.
To find out more information on how Wipfli can help your financial institution succeed, visit our website at www.wipfli.com.