Wipfli of South Portland is an accountant in South Portland, ME. The firm provides integrated tax, assurance, risk, digital, outsourcing, and people solutions designed to help businesses thrive in the modern marketplace. Its service portfolio spans multiple industries, including construction, consumer products, distribution, education, governments, healthcare, financial services, insurance, nonprofits, manufacturing, private equity, real estate, retail, technology, and tribal gaming and government. Specific offerings include audit and assurance, performance management, leadership development, strategy and operations, business outsourcing, finance and accounting, human resources, technology operations, and C-suite support. Private client services cover estate and tax planning, business transition strategy, and wealth management and investment advisory services. Risk advisory includes forensic advisory, fraud investigation and litigation support, governance risk and controls, internal controls, marketing compliance, operational risk, and regulatory and compliance. Tax services range from credits and incentives to individual tax, international expansion, international tax, strategic tax services, and state and local tax services. Transaction advisory covers buy-side and sell-side activities, investment banking, and valuation services. Technology consulting includes AI services, cybersecurity, data and analytics, digital strategy, enterprise solutions, iPaaS solutions, application modernization, and managed services.
The firm works with a wide array of software platforms, including Microsoft Power BI, Microsoft Fabric, Qlik, Snowflake, Tableau, Microsoft Dynamics 365, Salesforce, HubSpot, Creatio, Wipfli Move, Oracle NetSuite, Sage Intacct, and Procore. It also offers AI solutions such as Salesforce Agentforce and Microsoft 365 Copilot, along with iPaaS solutions like Boomi, DataBlend, and MuleSoft. Technology management includes Microsoft Azure and Microsoft Office 365. The firm maintains alliances and partnerships with premier platforms and offers integrated products for Sage Intacct, including AssetEdge, Concur Connectors, EMRConnect, eProcurement, HCMConnect, LM-2, PolicyConnect, and PositivePay.
Located at 30 Long Creek Dr, the office sits in a quiet area near several local landmarks. It is about a quarter-mile from Western Avenue, a main road, and roughly a tenth of a mile from Long Creek, a nearby creek. Gorham Road is also about a tenth of a mile away. The South Portland Fire Department Western Avenue station is about a fifth of a mile from the office, while the Redbank Community Center and Redbank Community Park are each about a third of a mile away.
Wipfli of South Portland holds a 5.00 rating from the customers who have reviewed it. This positive rating reflects the experience of clients who have used the firm's services.
As an accounting firm in South Portland, Wipfli of South Portland offers a broad range of services that address the diverse needs of local businesses and individuals.
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