{"id":2002,"date":"2025-10-18T11:18:50","date_gmt":"2025-10-18T11:18:50","guid":{"rendered":"https:\/\/network.rvrising.com\/?p=2002"},"modified":"2025-10-18T11:18:50","modified_gmt":"2025-10-18T11:18:50","slug":"whipplewood-cpas-pc-joins-money-forward-partners-to-accelerate-tech-enabled-client-service","status":"publish","type":"post","link":"https:\/\/www.rvrising.com\/news\/business\/whipplewood-cpas-pc-joins-money-forward-partners-to-accelerate-tech-enabled-client-service\/","title":{"rendered":"WhippleWood CPAs PC Joins Money Forward\u2122 Partners to Accelerate Tech-Enabled Client Service"},"content":{"rendered":"<p><b>Partnership preserves WhippleWood&#8217;s team, leadership, and high-touch client experience while adding the scale and technology of Money Forward Partners<\/b><\/p>\n<div>\n<p><span class=\"legendSpanClass\">DENVER<\/span>, <span class=\"legendSpanClass\">Oct. 17, 2025<\/span> \/PRNewswire\/ &#8212; WhippleWood CPAs PC (&#8220;WhippleWood&#8221;) today announced that it has joined Money Forward\u2122 Partners, a people-first, technology-forward accounting platform. The partnership enhances WhippleWood&#8217;s ability to deliver proactive, value-added service while keeping the same staff, same leaders, and the same day-to-day client relationships that have defined the firm for decades.<\/p>\n<p>&#8220;At WhippleWood, our clients count on a responsive team that knows their business,&#8221; said Richard &#8220;Rick&#8221; Whipple, CEO of WhippleWood CPAs PC. &#8220;By joining Money Forward Partners, we&#8217;re pairing that personal commitment with the tools, analytics, and automation that help us anticipate needs, turn work faster, and deepen our expert advice\u2014without changing the people or principles our clients trust.&#8221;<\/p>\n<p>&#8220;WhippleWood embodies what we mean by a &#8216;Group-Join&#8217;\u2014a partnership of equals focused on elevating client outcomes,&#8221; said Sandy Kimura, CEO of Money Forward Partners. &#8220;We&#8217;ll invest in service-enhancing technology while WhippleWood&#8217;s local Colorado leadership continues running the day-to-day. Clients should expect the same team and the same high bar\u2014now with more resources behind them.&#8221;<\/p>\n<p><b>Money Forward Partners&#8217; Vision<\/b><\/p>\n<p>Money Forward Partners is building a next-generation accounting platform that brings together deep client relationships and smart automation\u2014helping firms work smarter, respond faster, and deliver greater value. Backed by Japan-based<b> Money Forward, Inc. (TSE: 3994)<\/b>, the team&#8217;s mission is to combine human connection with cutting-edge productivity to redefine how accounting firms operate.<\/p>\n<p>The long-term roadmap is clear: standardize processes, modernize the tech stack, and develop proprietary software\u2014then scale by partnering with like-minded firms nationwide. As AI and workflow automation reshape the industry, the vision is to free local experts to spend more time advising clients while repetitive tasks are automated or handled by specialized resources.<\/p>\n<p><b>What Clients Can Expect<\/b><\/p>\n<ul type=\"disc\">\n<li>Continuity of Team and Leadership: All WhippleWood professionals are staying, and senior leaders continue to manage daily operations and client engagements. No changes to your core contacts.<\/li>\n<li>Service\u2014Only Better: Money Forward Partners will help streamline workflows and introduce practical AI and automation so WhippleWood teams can spend more time advising and less time on repetitive tasks.<\/li>\n<li>Same Commitment, Expanded Capabilities: Clients will continue to receive the full suite of tax, CAS, assurance, and advisory services\u2014now supported by the scale, tooling, and best practices of Money Forward Partners.<\/li>\n<\/ul>\n<p><b>A Note to Fellow CPA Firms<\/b><\/p>\n<p>If you&#8217;re a firm that wants to preserve culture, elevate client experience, and modernize your tech stack\u2014without sacrificing local leadership\u2014Money Forward Partners would like to talk. Confidential inquiries: Sandy Kimura at <a href=\"http:\/\/www.prnewswire.com\/cdn-cgi\/l\/email-protection#bcefddd2d8c5fcd1d3d2d9c5dad3cecbddced892ccddcec8d2d9cecf\" target=\"_blank\" rel=\"nofollow noopener\"><span class=\"__cf_email__\" data-cfemail=\"1447757a706d54797b7a716d727b66637566703a647566607a716667\">[email\u00a0protected]<\/span><\/a>.<\/p>\n<p><b>About WhippleWood CPAs PC<\/b><\/p>\n<p>WhippleWood CPAs PC is a Denver-based accounting firm serving middle-market businesses with tax, client accounting services, assurance, and advisory solutions. The firm is recognized for hands-on partner engagement, low client churn, and a people-first culture that emphasizes proactive advice and long-term relationships. All professionals remain with the firm as part of this partnership.<\/p>\n<p><b>About Money Forward\u2122 Partners<\/b><\/p>\n<p>Money Forward Partners is building a people-first, technology-enhanced accounting platform in the United States. Backed by Money Forward, Inc. (TSE: 3994)\u2014a leading Japan-based fintech and SaaS company\u2014the platform combines human connection and automation to boost firm productivity and service quality.<\/p>\n<p><b>Contacts<\/b><\/p>\n<p>Client &amp; Firm Inquiries:<br class=\"dnr\" \/>Sandy Kimura \u2014 <b><a href=\"http:\/\/www.prnewswire.com\/cdn-cgi\/l\/email-protection#b5e6d4dbd1ccf5d8dadbd0ccd3dac7c2d4c7d19bc5d4c7c1dbd0c7c6\" target=\"_blank\" rel=\"nofollow noopener\"><span class=\"__cf_email__\" data-cfemail=\"eab98b848e93aa8785848f938c85989d8b988ec49a8b989e848f9899\">[email\u00a0protected]<\/span><\/a><\/b><br class=\"dnr\" \/>Richard &#8220;Rick&#8221; Whipple \u2014<b><a href=\"http:\/\/www.prnewswire.com\/cdn-cgi\/l\/email-protection#cc9ea5afa78c9ba4a5bcbca0a99ba3a3a8afbcadbfe2afa3a1\" target=\"_blank\" rel=\"nofollow noopener\"><span class=\"__cf_email__\" data-cfemail=\"03516a606843546b6a73736f66546c6c67607362702d606c6e\">[email\u00a0protected]<\/span><\/a><\/b><\/p>\n<p>Press:<br class=\"dnr\" \/>Inquiries \u2014 <b><a href=\"http:\/\/www.prnewswire.com\/cdn-cgi\/l\/email-protection#377e5946425e455e5244775a5859524e51584540564553194756454359524544\" target=\"_blank\" rel=\"nofollow noopener\"><span class=\"__cf_email__\" data-cfemail=\"db92b5aaaeb2a9b2bea89bb6b4b5bea2bdb4a9acbaa9bff5abbaa9afb5bea9a8\">[email\u00a0protected]<\/span><\/a><\/b><\/p>\n<p>SOURCE Money Forward Partners<\/p>\n<\/div>\n<p><b>This release is auto-published via PR Newswire; our journal is not responsible for the content.<\/b><\/p>\n<p><a href=\"https:\/\/www.prnewswire.com\/news-releases\/whipplewood-cpas-pc-joins-money-forward-partners-to-accelerate-tech-enabled-client-service-302586658.html\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Partnership preserves WhippleWood&#8217;s team, leadership, and high-touch client experience while adding the scale and technology of Money Forward<\/p>\n","protected":false},"author":1,"featured_media":2003,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,92],"tags":[583],"class_list":["post-2002","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","category-pr-newswire","tag-money-forward-partners"],"_links":{"self":[{"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/posts\/2002","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/comments?post=2002"}],"version-history":[{"count":1,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/posts\/2002\/revisions"}],"predecessor-version":[{"id":2034,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/posts\/2002\/revisions\/2034"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/media\/2003"}],"wp:attachment":[{"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/media?parent=2002"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/categories?post=2002"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/tags?post=2002"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}