Meeting the needs of higher education and PreK-12
Education is the foundation of a strong community, but administrators and boards of directors are facing more challenges than ever before. Changing regulations, rising cyberattacks, a growing labor shortage and consistent funding uncertainty are impacting institutions from higher education to PreK-12 schools.
Wipfli is here to help you meet your biggest challenges. We currently serve hundreds of clients in the education sector, including universities, community colleges, technical colleges, school districts, PreK-12 schools, private schools and charter schools. Why do these institutions choose us? Wipfli combines a deep understanding of your industry with an incredible bench of resources. We serve you holistically with everything from strategic planning to outsourced payroll to financial statement audits — all while sharing best practices that enable you to make faster, more impactful decisions.
Let Wipfli help you improve student support, protect your assets and transform your infrastructure with the following services:
Audit services
Financial statement audits are increasingly complex, but they’re one of our biggest specialties. Let Wipfli help you stay compliant and provide greater financial transparency — all while gaining feedback on your operational efficiency and insights into upcoming standards.
Outsourced accounting
With an approach customized to your institution, Wipfli provides exceptional advisory support alongside traditional outsourced services around accounting and payroll. With the labor shortage and lack of funding, this is a service many institutions can benefit from.
Technology
Wipfli provides solutions to today’s technology needs and a roadmap that anticipate tomorrow’s. We specialize in everything from implementing data analytics and reporting technology to providing CIO advisory services to managing your tech environment.
Cybersecurity
Cyberattacks can be devastating. Wipfli can design a resilient security strategy that proactively protects your institution and keeps you ahead of new threats. We can also assist you with incident response and business continuity planning.
Fraud services
Get proactive about preventing fraud. Our team of credentialed financial and digital forensic specialists can help you lower your risk with our fraud prevention checkup, fraud risk assessment and other critical services.
Strategic planning
With a proven strategic planning process based on consensus building, Wipfli helps institutions overcome challenges, achieve their strategic goals and drive change. Our team’s valuable insights can help turn your obstacles into opportunities.
Our team
Matthew J. Schueler, CPA
Matt works in the nonprofit and government practice with a focus on audit services. Working closely with members of management to improve their overall operations, he provides value to his clients by ensuring that services are performed efficiently, effectively, and in a timely manner.
Sara McKenna, CPA
Sara McKenna is a senior manager with Wipfli’s nonprofit and government practice. She has more than 10 years of experience providing audit services to governmental entities in various areas including cities, villages, school districts, community colleges, and counties. Sara has also worked in the areas of budgeting, fixed assets, and cost (fee) studies. She shares industry best practices with clients in order to improve both internal and external reporting.
Anthony B. Gerharz, Jr. , CPA
Anthony Gerharz is a manager in Wipfli LLP’s audit and accounting practice. Having focused on the nonprofit and government industry for more than eight years, he has extensive experience with financial and compliance audits of local governments and nonprofit organizations and is also knowledgeable about regulatory reporting for Montana municipalities, special districts, and school districts.
Kimberly Dare, CPA, CFE, CGMA
Kimberly Dare provides high-quality auditing and consulting services to local governments and nonprofit organizations. She is a regional leader within Wipfli LLP’s nonprofit and government practice. Kimberly has vast audit and consulting experience in a wide range of industries, with specialized knowledge relating to governmental and nonprofit organizations. In addition to her auditing experience, she has performed a number of forensic accounting engagements.
