Scottsdale-based TopLine Strategies has joined Wipfli, one of the top 20 accounting and consulting firms in the United States. This transaction is the ninth for Wipfli in three years and marks its first physical location in theSouthwestern United States. Founded in 1987, TopLine Strategies has been providing CRM and BI solutions to businesses in the Southwestern United States for more than 30 years.
As part of the transaction, the TopLine Strategies professionals, including four shareholders, have joined Wipfli. “TopLine Strategies is an outstanding firm in the Southwest, a targeted geographic region for Wipfli’s growth,” says Kurt Gresens, Wipfli’s managing partner. “The firm delivers the. complete integration and development of sales, marketing and customer service technologies to corporations and institutions, specializing in leading technologies such as Microsoft Dynamics 365, Power BI, SharePoint and Salesforce, which will greatly complement and deepen Wipfli’s wide
range of IT consulting services.”
Saying there were many reasons TopLine Strategies chose Wipfli, TopLine Strategies’ Chief Executive Officer Tim Fargo added, “Through thistransaction with Wipfli, we will have access to the firm’s broader network of services and resources to offer our clients so they can continue to capitalize on the opportunities ahead. Our firm is also excited to team with a firm that is committed to the consulting model and places a significant emphasis on the role of technology in the future, which is a commitment both of our firms share. In addition, our employees will be provided additional opportunities for career growth and professional development, which will help us to continue to attract and retain the best and brightest in the industry.”