Create and demonstrate a greater impact
Human services organizations play a critical role in addressing poverty in America and serving the underserved.
As regulations change, your goal remains the same: providing vital support to your community. However, human services organizations are facing more regulatory pressures than ever regarding how they engage participants and allocate resources.
To improve your fiscal health, you need easier, more accurate reporting and financial confidence in your processes, policies and systems. You also need to show the impact you create, which means adopting the technology and strategies that will allow you to track and report on engagement.
Wipfli’s team of human services consultants can help your organization navigate regulatory changes while enhancing your programs with our comprehensive, industry-experienced services.
Why Wipfli?
Wipfli brings extensive experience working with nonprofits, including over 45 years in serving the industry and over 3,000 nonprofit leaders trained by our team annually. We combine national reach with a local feel, giving you access to our deep bench strength while maintaining a close relationship with your team and focusing on your mission.
We also know that your staff and effective solutions can’t operate in silos. That’s why we take a holistic approach with solutions that can transform all areas of your human services organization.
Nonprofit training
Wipfli strives to meet the training needs of nonprofits with in-person, on-demand and virtual options covering a wide range of topics. Our team doesn’t just recite regulations; we apply our nonprofit experience to deliver engaging sessions that provide real-world examples, best practices and practical compliance advice.
Digital services
Bring clarity to your digital challenges with Wipfli. Our team understands the technology needs of human services organizations, including the federal mandates on data. We can help you adopt the strategy, enterprise solutions and cybersecurity practices you need for better reporting, automation and analytics while keeping your data secure.
Organizational performance consulting
Wipfli’s organizational performance services help you create a better strategy, improve operations and unlock the full potential of your people. From strategic planning and community needs assessments to process improvement, our team helps you manage change as you build a more efficient and effective organization. We also provide industry-specific training, leadership development and coaching services designed to help you build high-performing teams.
Organizational performance consulting
Wipfli’s audit and assurance team helps give you confidence in your internal financial processes and compliance. We offer financial statement reviews and uniform guidance services that go beyond reports to help you identify opportunities to improve your organization.
Tax services
Access experienced tax support tailored to the unique needs of nonprofit organizations. Whether you need help filing your Form 990, navigating international tax complexities or maximizing potential energy tax credits, Wipfli’s tax team can help you maximize opportunities while maintaining compliance.
Outsourced services
Let Wipfli help you build a leaner, more flexible organization with our outsourced accounting, HR and IT services. We can supplement your back-office staff and help guide your organization at the highest levels with our fractional CFO, CHRO and CIO services.
Risk advisory services
Wipfli’s risk advisory services can help you mitigate risk and maintain compliance. Our enterprise risk management services support you in completing your mandated risk assessment. We can also help you strengthen internal controls or investigate potential fraud with our forensic investigation services.
Our team
Ryan Peasley
Ryan Peasley is an experienced consultant, advocate , and technology enabler. He has over 15 years of experience working with and planning for technology in regulated industries, helping organizations manage, implement and utilize technology to engage constituents, and customers and achieve organizational goals.
Tammy T. Jelinek, MBA
Tammy engages with leadership teams to strategically align their goals to grow, expand, and meet their organization's mission. She is passionate about helping plans become actions, which becomes impact. She is one of our nationally recognized trainers in the areas of organizational development, organizational culture, human resources, leadership, and management.
Katherine Eilers, CPA
Katherine works primarily with nonprofit clients as a consultant in the areas of financial policies and procedures and financial department process improvement and as a financial statement auditor and grants auditor. She also has experience in providing audit services to various governmental entities including cities, villages, school districts, community colleges, and counties.
Karl A. Eck, CPA
Karl's experience is in working with grant-funded nonprofit organizations. He provides audit, consulting, and training services with a primary focus on community action programs and Head Start organizations. As a member of Wipfli’s nonprofit technical issues committee, Karl stays up to date on current accounting and regulation matters affecting nonprofit organizations. With this knowledge, he helps clients navigate through the audit process and provides solutions to their problems.
Marcie Bomberg-Montoya, OCI, OEI
Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development.
