Nathan D. McCarthyPartner, Wipfli Advisory LLCNate McCarthy is a partner with over 25 years of dedicated service at Wipfli, specializing in the nonprofit industry. His experience lies in providing comprehensive solutions in financial accounting, budgeting, forecasting, compliance and reporting. Alongside a large team of skilled professionals, he offers consulting services in operational efficiency, technology integration, change management and strategic planning, helping to ensure clients receive tailored support to achieve their organizational goals.NonprofitsFinancial ServicesHealthcareAssuranceTalk to NathanLinkedIn
Nate McCarthy is a partner with over 25 years of dedicated service at Wipfli, specializing in the nonprofit industry. His experience lies in providing comprehensive solutions in financial accounting, budgeting, forecasting, compliance and reporting. Alongside a large team of skilled professionals, he offers consulting services in operational efficiency, technology integration, change management and strategic planning, helping to ensure clients receive tailored support to achieve their organizational goals.
Sean LaFortunePartner, Wipfli Advisory LLCSean LaFortune is a partner with over 20 years of experience in advisory services, partnering with clients in manufacturing, retail and distribution. With a focus on outsourced CFO services for industrial product manufacturers, he consistently helps business owners maximize operational cash flow and retain wealth.ManufacturingOutsourced finance and accountingTaxBusiness outsourcingTalk to SeanLinkedIn
Kat MaddiPartner, Wipfli Advisory LLCKat, a Partner in Wipfli's Outsourced CFO and Controller service line, brings a consultative approach to manufacturing, retail, and distribution clients. With CFO experience, she optimizes accounting functions, identifies best practices, and delivers proactive guidance to achieve strategic goalsDistributionManufacturingBusiness outsourcingTalk to KatLinkedIn
Great golfers have great caddies. Great leaders have Wipfli.Like a trusted caddie, Wipfli brings understanding, experience and practical guidance to help clients stay focused, make better decisions and perform under pressure. That's why we've partnered with the Association of Professional Tour Caddies to bring the voices behind golf's greats to the forefront.Learn more
The approachWipfli worked with Easterseals NJ on multiple fronts: achieving HITRUST certification to secure critical Medicaid funding, implementing Oracle NetSuite for cloud-based financial management and transitioning to Planful for automated budgeting analysis and managing complex accounting standards.
Like a trusted caddie, Wipfli brings understanding, experience and practical guidance to help clients stay focused, make better decisions and perform under pressure. That's why we've partnered with the Association of Professional Tour Caddies to bring the voices behind golf's greats to the forefront.
Kat, a Partner in Wipfli's Outsourced CFO and Controller service line, brings a consultative approach to manufacturing, retail, and distribution clients. With CFO experience, she optimizes accounting functions, identifies best practices, and delivers proactive guidance to achieve strategic goals
Christina KleinPartner, Wipfli Advisory LLCChristina Klein drives the growth strategy and vision for Wipfli’s outsourced services practice, shaping innovative approaches to deliver custom C-suite outsourcing solutions to clients throughout the U.S.Real EstateBusiness outsourcingTalk to Christina
Wipfli worked with Easterseals NJ on multiple fronts: achieving HITRUST certification to secure critical Medicaid funding, implementing Oracle NetSuite for cloud-based financial management and transitioning to Planful for automated budgeting analysis and managing complex accounting standards.
资料来源：企业官网公司介绍页面（复核日期：2026-10-29）。