Klein Hall

• Financial Planning and Analysis
• Global Investment Performance Standards
• Public Company / PCAOB Audit
• Business Intelligence Microsoft Power BI Planful Qlik Snowflake CRM Microsoft Dynamics 365 Customer Insights Microsoft Dynamics 365 Marketing Microsoft Dynamics 365 Sales Salesforce consulting services Salesforce products ERP business software Complete Solution for Job Shops and Contract Manufacturers Microsoft Dynamics 365 Business Central Microsoft Dynamics 365 Project Service Automation Microsoft Dynamics GP Oracle NetSuite Sage Intacct Financial solutions Microsoft Dynamics 365 Business Central Microsoft Dynamics GP Microsoft Dynamics SL Oracle NetSuite Procore QuickBooks Sage Intacct Technology management Microsoft Azure Microsoft Office 365 Wipfli Marketplace Wipfli Connect Industry CRM Solutions Wipfli Connect for Banking Wipfli Connect for Contractors Wipfli Connect for Manufacturing Wipfli Connect for Nonprofits Wipfli Connect for Real Estate Integrated Products for Sage Intacct CFO Connect for Sage Intacct Concur Connectors for Sage Intacct EMRConnect for Sage Intacct Equipment Management LM-2 on Sage Intacct PositivePay for Sage Intacct Integrate invoice processing & AP automation with Concur Connectors Connectors for Dynamics 365 Business Central Connectors for Dynamics GP Connectors for Dynamics SL Connectors for Finance and Operations Connectors for NetSuite Connectors for Sage Intacct

Delivering credibility customized to fit your needs.

Whether triggered by an internal concern or external compliance, properly designed agreed upon procedures can meet the special needs of board members and regulators Agreed upon procedures can deliver immediate value and create the transparency and credibility needed to head off other more intense scrutiny or auditing

Experts support clients with these more commonly agreed upon procedures:

• Board of director elections and monitoring
• Accounts receivable and inventory

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