Baker Tilly

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Case Studies

Showing 499 Baker Tilly Customer Success Stories

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Consolidating global audit and tax for a world pioneer in induction technology

ABP Induction logo

ABS Global bullish on efficient benefit plan audits

ABS Global logo

An integrated health system sees Baker Tilly as a true business advisor for audit, tax and consulting services

Allied Systems Integrated Health System logo

Aly's Honky Tonk Hustle - Customer Case Study

Aly's Honky Tonk Hustle logo

Tier 1 automotive supplier implements Plex Manufacturing Cloud ERP

American Axle & Manufacturing logo

American Provenance secures equity funding from Winnebago Seed Fund and Tru Fragrance & Beauty

American Provenance logo

AmesburyTruth divests assets of Schlegel Specialty Products to Right Lane Capital LLC

AmesburyTruth logo

Amphenol Adronics achieves 99.8 percent inventory accuracy, reduces 1,000 work hours/month with Plex ERP manufacturing cloud

Amphenol Adronics logo

Multisite manufacturing management deployed for Anderson-Cook

Anderson-Cook logo

Argent International - Customer Case Study

Argent International logo

Automotive supplier improves its business continuity preparedness with Baker Tilly risk assessment and impact analysis

Comprehensive due diligence services for an international plastics solution company

Balda logo

Comprehensive buy-side due diligence supports an international buy-and-build strategy

Balda logo

Automobile dealership successfully transitions family-owned business

Besser Company - Customer Case Study

Besser Company logo

Large multistate Blue Cross Blue Shield plan enables advanced consumer engagement insights for an improved member experience

Blue Cross and Blue Shield logo

BMI Federal Credit Union develops approach to understand and meet the needs of their small business members

BMI Federal Credit Union logo

Boise State University is live on Oracle Cloud HCM

Boise State University logo

Boland engages Baker Tilly Digital to create a strategic digital roadmap

Boland logo

Boys & Girls Clubs of the Austin Area - Customer Case Study

Boys & Girls Clubs of the Austin Area logo

Brakebush Brothers hometown expansion creates over 70 jobs in Wisconsin

Brakebush Brothers logo

Sell-side advisory services to a material handling equipment company

Bushman Equipment logo

Seeking to avert operational threats from disruptive incidents, a technology provider taps Baker Tilly

Not-for-profit medical clinic secures $3.6 million in alternative financing to further its mission with a new $5.7 million residential facility

Care Net logo

CDM Tool sells to Jacsten Holdings, LLC

CDM Tool & Manufacturing Inc. logo

Central Texas Food Bank expands capacity with NMTC program

Central Texas Food Bank logo

CH Shirley Wind - Customer Case Study

Cheese processing facility creates 50 jobs with 55,000 square-foot expansion in rural Tennessee

Cheese producer secures $5.6 million in state and local financial incentives necessary to break ground on $40 million plant

Chemical Manufacturer - Customer Case Study

Children’s Hospital & Medical Center, Omaha successfully optimized and implemented on Oracle ERP, SCM and HCM

Children’s Hospital & Medical Center logo

City creates successful debt repayment plan and strengthens credit rating while minimizing revenue fund impact

City of Independence, Missouri logo

Outsourced accounting services prove to be invaluable to City of Stoughton

City of Stoughton logo

Cobham Advanced Electronic Solutions implements Oracle HCM Cloud to better manage HR data and improve business decisions

Cobham Advanced Electronic Solutions logo

Small business saves up to $60,000 annually with tax reform strategies from Baker Tilly Advantage

Como Friends urgently needs director of individual giving to meet fundraising goals

Como Friends logo

Buy-side advisory services for acquisition of consumer products company

Construction and Restoration Company - Customer Case Study

Contract Packaging Company - Customer Case Study

Cookware Manufacturer - Customer Case Study

Credit union improves staff productivity, process efficiency and member experience with robotic process automation

Cottingham & Butler - Customer Case Study

Cottingham & Butler logo

Client identifies cost savings through strengthened project controls

Credit Union - Customer Case Study

Creighton University defines infrastructure to efficiently and effectively support Oracle HCM Cloud long-term

Creighton University logo

HR reinvented at Creighton University with Oracle Talent Management and Talent Acquisition Cloud

Creighton University logo

Providing high school students with career experience to last a lifetime

Cristo Rey Network logo

Differentiating on customer experience increases sales and customer retention

Not-for-profit affordable housing developer considers Baker Tilly their trusted advisor through every complex deal

Crown Court Properties logo

Crozer-Keystone Health System - Customer Case Study

Crozer-Keystone Health System logo

Buyer’s due diligence services to a library and school supplies and solutions company

DEMCO logo

Digital advertising agency receives valuation and fairness opinion as part of freeze-out merger

Dish Network - Customer Case Study

Dish Network logo

County prepares for implementation of federal grant reform

Dodge County logo

E-commerce company seeks fairness opinion from Baker Tilly Capital

Ed Gersek, Inc. sells quarries and real estate assets separately to Oneida Indian Nation of Wisconsin and Triple P, Inc.

Ed Gersek, Inc logo

Edge One - Customer Case Study

Edge One logo

Eighty-store franchisee group saves millions in tax dollars

Outsourced internal audit delivers service and technological efficiencies for electric generation and distribution utility

Financial advisory to manufacturer of electrical and structural products

Calculation of damages for infringement of patents covering electronic components

Electronics company receives fairness opinion in connection with two-step acquisition

Baker Tilly assists emerging growth technology company with $300 million sale

Market access strategy secures national payer coverage for implantable device

Engine and Clutch Manufacturer - Customer Case Study

Baker Tilly works with enterprise software company to successfully implement Phase 1 of ASC 606 transition

Equity Residential - Customer Case Study

Equity Residential logo

Helping an industry leader transform its business

Essendant logo

Regional craft brewery develops better profit analysis with OBeer implementation

Federal Home Loan Bank of Chicago strengthens cloud computing technology to drive innovation

Federal Home Loan Bank of Chicago logo

Federal Home Loan Bank of Chicago - Customer Case Study

Federal Home Loan Bank of Chicago logo

Not-for-profit think tank gains efficiencies and achieves growth with support from Baker Tilly’s outsourced accounting and business advisory specialists

Filene Research Institute logo

Banking institution improves critical financial modeling processes

Fish & Schulkamp - Customer Case Study

Utility realigns departmental structure and enacts workforce plan

Fluid Power Systems Manufacturer - Customer Case Study

Fontarome Chemical - Customer Case Study

Fontarome Chemical logo

food manufacturing and distribution company - Customer Case Study

Food manufacturer receives over $6M of value from incentives for significant expansion

Forbes Media - Customer Case Study

Forbes Media logo

Foremost Farms USA - Customer Case Study

Foremost Farms USA logo

Foremost Farms USA - Customer Case Study

Foremost Farms USA logo

Manufacturer finds efficiencies during acquisition

Long-term strategic planning Fort Wayne City Utilities’ story of resilience

Fort Wayne City Utilities logo

Sales assessment and enablement helps exceed growth targets and improve performance

Accurate disclosures help a multi-billion dollar contractor rebut whistleblower allegations

Customer segmentation provides foundation to increase customer life time value

Baker Tilly utilizes xMO Capability Model to assess program governance maturity for Fortune 500 insurer

Baker Tilly aids Fortune 500 company on False Claims Act disputes related to IT 70 GSA Schedule contract

Community hospital receives strategic alternatives review and valuation analysis in connection with sale to large, integrated health system

GMP Co., Inc. sells to Klein Tools

General Machine Products Co. logo

National grocery retailer improves applicant tracking systems (ATSs) with Oracle Talent Acquisition Cloud

Working with new development partner, previously unsuccessful housing authority obtains maximum amount of HOME funds to transform public housing community

GeoStructures sells to Platinum Equity-backed Terratest

GeoStructures logo

Buy-side advisory to a manufacturer of custom cabinetry and interior finishes

Glenn Rieder logo

Global Agricultural Company - Customer Case Study

Global automotive interior supplier transforms HR with Oracle HCM Cloud

Global Automotive Interior Supplier - Customer Case Study

Manufacturing application transition support and Plex

Global Automotive Supply Manufacturer - Customer Case Study

Optimization of Oracle HCM Cloud transformed HR function to support continued growth

Global Data and Technology Company - Customer Case Study

Global design and delivery firm aligns disparate HR processes through Oracle HCM Cloud

Global Electric Equipment and Service Company - Customer Case Study

Global Electric Power Systems Providing Company - Customer Case Study

Mid-sized global pharmaceutical manufacturer transitions from legacy government pricing operations

Platform implementation for national healthcare payer optimizes risk adjustment revenue

Global intergovernmental organization seeks external quality assessment review (QAR) to determine compliance with IIA Standards

Investment firm manages risks across large portfolio through ongoing cyber health checks

Shop floor integration with Plex Enabling your business for Industry 4.0

Global Leader in Crop Nutrition - Customer Case Study

Business intelligence Research analytics for sales & marketing

Global firm finds just the right fit for investment fund audits and custody exams

Manufacturing company successfully realigns its global control environment

Global Manufacturer of Medical Devices - Customer Case Study

Global Multinational Nutritionals Company - Customer Case Study

Global Post-trade Financial Services Organization - Customer Case Story

Investment in Oracle’s Learn Cloud platform sets foundation for a culture of development

Global Products Wholesaler - Customer Case Study

SOC 2 report helps international printing company drive millions in sales

Business Intelligence Financial Operations & Project Analytics

Global Trade Association - Customer Case Study

Agency resolves internal fraudulent activity and improves controls

Special district forges best-in-class path through management audit and workforce/succession planning

Second generation family-owned dealership successfully transitions business through buyout

Grinwald Ford logo

Grocery store owner reduces personal property tax bill by 20 percent

Grocery store chain saves $1 million in property taxes

Growing city prepares for system implementation through business process review

Growing city prepares for system implementation through business process review

Growing law firm needs CFO to lead finance department

Growing Manufacturer of High-end Consumer Products - Customer Case Study

Software company adjusts accounting and operations policies to prepare for growth

Growing technology company enhances privacy posture through GDPR readiness assessment prior to international expansion

GWG grows as life insurance secondary market gains acceptance

GWG Life logo

H&M Distributing Company - Customer Case Study

Short- and long-term plan implemented to strengthen company’s offerings that minimized compliance and risk

Health and Wellness Company - Customer Case Study

Healthcare firm corrects errors, simplifies payroll

Hiawatha Rubber bounces performance upward with Plex Online

Hiawatha Rubber logo

A college realigned resources and strategy to enhance fiscal position

Higher Education Institution - Customer Case Study

Higher education institution undergoes diagnostic financial review to improve fiscal position

Higher Education Institutions - Customer Case Study

Client receives complete review of university policies and improves internal controls

Baker Tilly assists hospital system in developing independent practice association and collaborates with health plans for population health management

Baker Tilly negotiates new base rates to add $9 million of inpatient revenue for a hospital system

Baker Tilly assists hospital system with managed-care strategy and value-based care readiness

Housing Authority of Elgin secures public/private financing for $33.5 million affordable housing project for seniors under Rental Assistance Demonstration

Housing Authority of Elgin logo

Impact Seven gains efficiencies and improves financial reporting by transitioning to Baker Tilly for audit and tax services

Impact Seven logo

ImproMed - Customer Case Study

ImproMed logo

ImproMed - Customer Case Study

ImproMed logo

Baker Tilly's craft beverage team helps fast-growing craft brewery with pricing strategies

Indeed Brewing Co. logo

Initial GDPR readiness assessment leads to comprehensive, strategic privacy advisory of growing technology company

Office product company acquired by private equity

Innovative Office Products logo

Insulation Corporation of America sells to Wynnchurch Capital

Insulation Corporation of America logo

Insurance company gains data visibility with modern platforms, legacy systems and new data models

Marketing automation platform enables health plan's data-driven marketing and member engagement strategies

Healthcare system pulls talent strategy lever, pivots to Oracle HCM Talent Acquisition Cloud

Healthcare system modernizes their systems to advance their talent acquisition and onboarding initiatives

Baker Tilly helps pioneering neuro treatment company achieve its strategic objectives

Denim manufacturer receives more than $6.9 million for facility construction

International insurance group strengthens cybersecurity program and complies with comprehensive regulations

International Insurance group logo

International firm creates jobs in Texas with the help of New Markets Tax Credits

A software provider meets lender’s requirements for global audit

Baker Tilly redefines an international research and development firm’s core business system

Forensic accounting techniques unveiled $7.5 million in under reported taxes

A not-for-profit strengthens its defenses against and preparedness for potential disaster and/or crisis with business continuity and disaster recovery planning

Toy and hobby goods importer recovers on fraudulent transfer claims in bankruptcy proceedings

J.R. Short Milling Company sells to Lake Pacific Partners

J.R. Short logo

Johnson Controls Federal Systems automates testing with Baker Tilly

Johnson Controls Federal Systems logo

Juices and Vegetable Ingredients Providing Company - Customer Case Study

Kaukauna Utilities - Customer Case Study

Kaukauna Utilities logo

Business intelligence Supply chain, marketing & warranty analytics

Bringing a Kansas City building back to life

Kothe Real Estate Partners logo

Wisconsin manufacturer finds buyer with shared values

L.W. Allen Inc. logo

Large Academic Medical Center - Customer Case Study

Large Construction Organization - Customer Case Study

Credit union engages Baker Tilly to leverage and implement RPA technology

Credit union uses member experience design to increase its auto lending portfolio

System and Organization Controls (SOC) reports provide third-party assurance and significant time savings for large energy company

Large Federal Agency - Customer Case Study

Expert testimony aids outside counsel in greatly reducing financial impact to large financial institution

Financial institution enlists Baker Tilly to lead external quality assessment review (QAR) of their internal audit function

Large Food and Beverage Company - Customer Case Study

Large Food and Beverage Processing Company - Customer Case Study

Government contractor improves business continuity after plan review

Large health insurer improves risk management plan with cybersecurity examination

Baker Tilly assists hospital system negotiate their accountable care organization’s shared savings agreement with a large health plan

Higher education institution leverages recommendations and customized training programs to improve management for federally funded programs

$150 million impact injects health system with game-changing revenue

Large Independent Oil and Gas Operator - Customer Case Study

Health system strives to maintain data security working with Baker Tilly to conduct a HIPAA security risk assessment

Large IT Services Government Contractor - Customer Case Study

Law firm addresses unfunded partner retirement plan

Large Medical Device Company - Customer Case Study

Mortgage originator ensures compliance with FFIEC guidelines through business continuity management and disaster recovery plan assessments

Validation of real world evidence leads to increased market presence and 17 million covered lives

Complex analysis supports negotiations while recommendations drive future compliance for a top-20 government contractor

Large multistate health plan implements value-based care transformation solution to support the ACO model

Risk assessment for health plan’s member letters and notifications

Large multistate health plan enables performance in value-based program using shared analytics

Large multistate health plan implements healthcare analytics platform expanding quality management and risk reporting capabilities

A large multistate health plan enables successful value-based program expansion

Large Municipality School District - Customer Case Study

Not-for-profit organization increases awareness of its data privacy and implements change management policy

Not-for-profit organization enhanced internal control process to avoid pitfalls with major construction project

Pediatric healthcare organization embraces Oracle HCM Cloud Social Sourcing, Recruiting and Transitions

University seeks practical solutions to help the university's IT departments better manage mobile device risks

Private research university gains insight into potential exposures through vulnerability management review

Large Professional Services Provider

Examination of contract compliance for minority electric generating unit owner

University taps Baker Tilly to conduct payroll security review and ensure appropriate controls and segregation of duties

Regional banking and investment company streamlines performance processes with Oracle HCM Cloud

Economic and employment impact study helps show value and positive impact of large government system to the community

University prepares to hire new CHRO with HR review

Large technology and service provider meets ICS deadline for the first time in five years

Baker Tilly Capital provides valuations for third-generation family holding company and its multiple business units

Large Top-50 Federal Contractor - Customer Case Study

Large Tribal Government - Customer Case Study

Internal audit reveals inefficiencies and control gaps in the grant management process

Tribal government conducts enterprise wide risk assessment to develop annual internal audit plan

Large University - Customer Case Study

Large Utilities Commission - Customer Case Study

Utility provider assesses IT/OT challenges

Energy and water utility provider identifies significant business process improvements

Building a foundation to transform training and development with Oracle Taleo Learn Cloud Service

Balancing individual practices and a “one firm” approach

Large Florida-based credit union enhances member experience

Intellectual property law firm seeks IT risk and network vulnerability assessments to protect sensitive data

Claims processing system investigation reveals areas of fraud risk for long-term care insurance provider

Data analytics takes flight at Fortune 50 aerospace and defense part manufacturer

Plex Manufacturing Cloud enables storage equipment manufacturer to automate shop floor and inform top floor

Leading Car-Sharing Service Provider - Customer Case Study

Correcting underlying compliance issues results in new VA FSS contract for major manufacture

School district outsources procedures and internal control documentation to comply with new audit standards

Leading Engine Manufacturer - Customer Case Study

Leading financial institution benefits from reengineered accounting and close processes

Leading financial institution improves accuracy of its price index

Food and beverage joint-venture taps Baker Tilly for supply chain analysis

Leading Food Services and Retailing Company - Customer Case Study

Leading Global Manufacturer - Customer Case Study

Baker Tilly helps local government strengthen its IT department

Health plan implements solutions for ACO contract administration with Baker Tilly

Leading Healthcare Clinic - Customer Case Study

Accounting method change cuts inventory costs 30 percent

Leading Home Security and Monitoring Company - Customer Case Study

Preparing and positioning for sale within one year

Not-for-profit organization responds to fund misappropriation with forensic analysis

Not-for-profit organization develops plans to improve its financial performance

Not-for-profit organization positions its focus to its highest risk areas

Leading Private College - Customer Case Study

Private university benefits from tax guidance

Salesforce Service Cloud improves brand personality and customer experience for global leader, producer and marketer of concentrated phosphate and potash

Growth opportunity prompts sales structure innovation

Leading Provider of Lending Services and Technology Solutions - Customer Case Study

Baker Tilly resolves 24 years of tax filing non-compliance

Unifying globally through Oracle HCM talent management

Multibillion dollar government contractor benefits from CPSR review

Baker Tilly Capital advises trucking company on sale to strategic buyer

Using a costing model to solve a special orders problem

Leading Utility Company - Customer Case Study

Wholesale distributor successfully transforms customer service operations through a single set of business systems and processes

LeoStella makes aerospace industry breakthrough with Plex Manufacturing Cloud

LeoStella logo

Baker Tilly guides dealership through transition and tax challenges

Les Stumpf Ford logo

Expanding community upgrades ERP system

Local Government Institute of Wisconsin - Customer Case Study

Local Government Institute of Wisconsin logo

LOGIS - Customer Case Study

LOGIS logo

Logistics and Repair Company - Customer Case Study

Madison Gas and Electric - Customer Case Study

Madison Gas and Electric logo

Restructured debt for a metal forming company

Madison-Kipp Corporation logo

Magnolia Brewing Company, LLC sells business assets to New Belgium Brewing Company

Magnolia Brewing Co. logo

Dynamic project accounting reporting through utilization of the Plex Manufacturing Cloud

Mahindra North American Technical Center logo

Major Industries Inc. sells to Kingspan Light + Air

Major Industries, Inc. logo

Children’s product manufacturer achieves favorable settlement in copyright infringement and unjust enrichment damages case

Extensive tracing analysis helps banking and insurance investor achieve satisfactory settlement in fraudulent transfer claims case

Implementing modern compensation planning solutions to attract and retain top talent

Major Private University - Customer Case Study

Media company achieves favorable ruling in claim involving damages for theft of trade secret and breach of contract claims with damages calculation

Pre-construction audit services save a public university over $70,000 on construction contract value

Major University - Customer Case Study

Manufacturer receives tax credits to support expansion

Manufacturer of Precast Concrete Products - Customer Case Study

Manufacturing and distribution company applies advanced analytics to gain accounting visibility

Manufacturing Company - Customer Case Study

Critique of plaintiff damage model results in significant reduction to $57 million lost profit claim against manufacturer in breach of contract case

Budget impact model helps medical device company gain trust with hospitals to adopt new breast cancer technology

Budget impact model for medical device proves financial savings for health plans

Baker Tilly assists with SOX audit in a crunch

Baker Tilly helps medical device manufacturer show economic and clinical benefits of a bipolar technology

Oil and gas company improves their social license to operate through the use of advanced analytics

Community college requires outsourced controller services

Corporate financial advisory services to cheese and dairy producer

Meister Cheese logo

Members Development Company - Customer Case Study

Members Development Company logo

Credit unions improve data accuracy with robotics process automation

Members Development Company logo

New operations talent delivers measurable results for metal stampings and fabrication firm

Public utility goes all-in on ERM implementation

Sell-side advisory to a precision metal parts manufacturer

Mid Valley Industries logo

Market assessment reveals critical repositioning priorities for CCRC

Mid-size city to increase performance of its public utility through business process review

Mid-size city adopts changes to ensure “best value services”

Member experience survey results drive credit union to achieve more personal member connections

Mid-size Electric Utility Company - Customer Case Study

Mid-size manufacturer accomplishes ERP software evaluation and vendor demonstrations in under 10 weeks

Financial institution develops a business continuity plan that complies with key banking regulatory guidelines

Understanding the customer journey improves experience and growth

Network optimization models create cost savings for middle-market dairy company

Middle Market Dairy Company - Customer Case Study

Midsize city integrates BoB and ERP systems

New ERP system increases efficiencies and reporting capabilities

Baker Tilly identifies $1.4 million in cost savings opportunities for a senior living community through an operational assessment

Midwest spring manufacturer accelerates into ERP vendor negotiations and implementation planning with Baker Tilly's software evaluation project approach

Midwestern city finds cost and process savings with ERP system

Baker Tilly identifies two hundred operating improvements for county in the Midwest

Miesfelds - Customer Case Study

Miesfelds logo

Milwaukee Symphony Orchestra finds new home in historic Warner Grand Theatre

Milwaukee Symphony Orchestra logo

Emerging mobile application developer successfully organizes financial statements

Morrosion Inhibiting Packaging Materials Manufacturer - Customer Case Study

MSI Systems Integrators - Customer Case Study

MSI Systems Integrators logo

Mueser Rutledge Consulting Engineers - Customer Case Study

Mueser Rutledge Consulting Engineers logo

International university implements new change order control procedures after overrunning project budget

Over the course of two years, multi-unit convenience store operator saves more than $1 million on taxes

Compliance program enhancements reduces multi-billion dollar construction contractor audit risk

Detailed analyses protects multi-billion dollar hospitality company in bid protest

Industrial systems manufacturer improves supply chain resilience

Craft beverage business implements three phased approach to streamline operations

Retail business consolidates financial management solutions to increase data visibility

Multi-location manufacturer taps Baker Tilly to assess its IT environment and provide recommendations to enhance data integrity and systems availability

Data and damage analysis supports manufacturer in negotiating pre-trial settlement in $100 million product liability dispute

Visual market assessment helps empower senior living executive team in setting course for the future

Multibillion dollar mutual insurance company saves time, money, and mitigates risk with a strategic “health check”

Healthcare system revamps Oracle HCM Cloud Talent Management

Oracle Recruiting fills fast-food pipeline with qualified candidates

Greenhouse expansion project secures a $27 million New Markets Tax Credit allocation

National Marrow Donor Program - Customer Case Study

National Marrow Donor Program logo

National Multi-Line Insurance Company - Customer Case Study

Marketing automation Eloqua implementation

Change in accounting method nets rental real estate developer $2.3 million tax deduction on stagnant property

Network Health augments staff with experienced industry specialists

Network Health logo

Holistic program assessment identifies strategic recommendations for health insurer

NeuGen logo

Neutral Accounting Services Provider - Customer Case Study

New Commercial Real Estate Fund Provider - Customer Case Study

Uncovering outpatient operations’ hidden revenue busters

New Mexico tribe seeks Baker Tilly for analysis of institutional and organization climate to improve economic development

Using your community health needs assessment to identify service delivery gaps and process improvements

Senior living network implements new core financial solution to foster growth

Institution improves construction processes and controls and mitigates potential fraud

Public school district passes referendum to improve building needs and support students and community with survey data and targeting tools

North Branch Area Public Schools logo

NCDIT simultaneously undergoes HITRUST and NIST 800-53 readiness

North Carolina Department of Information Technology logo

Using PACE financing for hotel development

North Central Group logo

A northeast health plan takes a look at insourcing behavioral health to improve quality and services and to increase their ROI

Not for Profit Healthcare Organization - Customer Case Study

Not-for-profit organization engages Baker Tilly as their strategic financial management ally

Not-for-profit gains validated business continuity and disaster recovery plans to support continuous operations

Not-for-profit undergoes IT general controls and application controls audit and receives recommendations that will drive IT planning and budget processes and improve operating effectiveness

Baker Tilly helps charity get back tax-exempt status

Hospital strengthens internal controls by identifying key risk areas

Hospital system requires a new leader after physician uprising

Not-for-profit improves IT effectiveness with technology risk professionals

Not-for-profit organization initiates its business transformation

Government contractor upgrades its transformation management office

Nursing School - Customer Case Study

Office of Mortgage Settlement Oversight - Customer Case Study

Office of Mortgage Settlement Oversight logo

Otto Bock HealthCare - Customer Case Study

Otto Bock HealthCare logo

Baker Tilly assists in closing first PACE Wisconsin project

PACE Wisconsin logo

Sell-side advisory to a toy manufacturer and distributor

Patch Products, LLC logo

Pegasus Transportation, Inc. was successfully acquired by CRST International, Inc.

Pegasus Transportation, Inc. logo

Pfingsten Partners - Customer Case Study

Pfingsten Partners logo

Pharmaceutical company implements Oracle Cloud Financials and Procurement, establishing real-time visibility into financials, cash flow and expenses

Efficient special investigation of indicted directors ensures on time sale of publicly held bank

Piston Group replaces legacy ERP system with the Plex Manufacturing Cloud to better understand business processes and decrease risk

Piston Group logo

Financing support to a packaging manufacturer

Placon Corporation logo

Baker Tilly Capital advises plastic injection molding company on sale to strategic industry buyer

Baker Tilly assists post-acute care organization in assessing risk readiness to prepare for value-based reimbursement

Baker Tilly provides a blueprint for stronger institutional data reporting

PrimeWest Health gains industry insight from specialized audit team

PrimeWest Health logo

Meat manufacturer bites into R&D credits with Baker Tilly’s help

Multistate executive search yields top talent for oil and gas company

Resource optimization initiative results in efficient allocation of resources and positions college to address critical priorities

Faculty at research institution receive financial accounting support to better understand spending

Baker Tilly Capital advises specialty pharmaceutical company on valuation and strategic alternatives

Top private research and teaching university optimizes Oracle Talent Acquisition Cloud to streamline recruiting experience

Private research group seeks sponsored research risk management framework for daily tracking

Private research institution undergoes sponsored projects financial operations review to improve FFR reporting process

Private University - Customer Case Study

University gains insight into its GDPR compliance progress through data privacy analysis, establishes peer benchmark

Private university seeks to improve curricula by taking a deeper dive into understanding its programs

Credible damage analysis assists home healthcare company in settling claim for breaches of representations and warranties

A professional services firm sets a path for successful expansion in the Americas

Multibillion dollar professional services firm improves financial processes through Deltek Costpoint implementation

Professional Sports Catering - Customer Case Study

Professional Sports Catering logo

Prominent University - Customer Case Study

Prominent University - Customer Case Study

Property and casualty company streamlines business with change management services

Research university requests assistance responding to external Title IX inquiry

Business Intelligence Data Analytics Roadmap & Strategy

Publicly traded manufacturer improves financial reporting control environment after SOX compliance review

Data analytics sheds light on utility cooperative’s investment strategy

Pharmaceutical contractor manages government compliance without internal expertise

Real estate company strengthens third-party management processes, enhances investor confidence

Real estate company strengthens third-party management processes, enhances investor confidence

Real estate investment firm improves its business continuity strategy and approach with Baker Tilly risk assessment and disaster recovery plan

Real estate investment trust (REIT) strengthens its financial, operational, and compliance related controls

Real Estate Promotional Company - Customer Case Study

Whistleblower allegations unfounded following investigation of financial institution

Law firm doubles partner profitability after client matter profitability analysis

Regional medical center goes through an ICD-9-CM conversion to ICD-10-CM impact analysis for key contracts

Investment advisor relies on Baker Tilly for complex tax work and the audit of a Cayman-registered investment fund

REIT improves business processes and operations while ensuring SOX compliance with outsourced internal audit function

REIT logo

Detailed analysis of invoices identifies diverted opportunities and related lost profits in equipment retailer’s business acquisition

Baker Tilly performs extensive array of internal audit functions at research institution, and serves in the role of interim CAE during transition period

Research university uses IT audit insights to fund network upgrades, expand IT/cyber team and create an IT governance function

Restaurant Technologies uses journey mapping to design improved customer experience

Restaurant Technologies logo

New customer segmentation approach drives sales organization restructure

Providing government and policy knowledge and expertise to help a city manage a project to modernize its schools

Rochester Schools Modernization Program logo

Rural Pennsylvania hospital leverages New Markets Tax Credits

Saco Foods, LLC sells to Benford Capital Partners

SACO Foods logo

Scaffidi Motors, Inc. sells its auto dealership and service center to The Rydell Company

Scaffidi Motors, Inc. logo

Scaffidi Motors, Inc. sells its heavy truck business to Kriete Truck Centers

Scaffidi Motors, Inc. logo

Schuh Transport, Inc. sells business assets to Kenan Advantage Group, Inc.

Seafood Distributor - Customer Case Study

SEC Filer Company - Customer Case Study

Investment advisor addresses tax structure and adds registered mutual fund

Auto insurer trades ATS for Oracle HCM Cloud Talent Acquisition

Seneca Energy - Customer Case Study

Seneca Energy logo

Seneca Nation develops solar array striving for energy independence

Seneca Energy logo

Buy-side advisory to an industrial and power sampling products and system supplier

Sentry Equipment Corp. logo

Server Products Inc. - Customer Case Study

Server Products Inc. logo

Change management and process expertise are keys to ERP success at Server Products

Server Products Inc. logo

ERP software evaluation positions Server Products to undertake and execute business transformation and process improvements

Server Products Inc. logo

Care models help rehabilitation hospital increase efficiency and staff utilization

SKYGEN USA engages in a strategic cloud assessment with Baker Tilly Digital

SKYGEN USA logo

Emerging software company with limited resources seeks out Baker Tilly’s industry and service expertise during acquisition

Baker Tilly helps expanding company take advantage of government incentives

The Spancrete Group, Inc. sells to Wells Concrete Products

Spancrete Group, Inc. logo

Sparta Union Bancshares, Inc. sells to River Holding Company

Baker Tilly steps up to the plate for new government district

Baker Tilly Capital advises specialty veterinary hospital on recapitalization

Stafford Financial Consulting Group sells to AssuredPartners Inc.

Stafford Financial Consulting Group logo

Helping a start-up international life sciences company

Strengthening compliance of a state’s Weatherization Assistance Program

State Department of Motor Vehicles - Customer Case Study

State Insurance Department - Customer Case Study

State of Indiana looks to Baker Tilly for vendor management and contract oversight of software developer vendor

State of Indiana Election Division logo

State of Indiana achieves 'model status' recognition for election reform

State of Indiana Election Division logo

Steel Fabrication Company - Customer Case Study

Steel supplier and manufacturer received $32 million in NMTC financing for expansion

Foundry secures a $1 million incentive for critical facility expansion project

Stone House Development - Customer Case Study

Stone House Development logo

Suburban Group sells to a High Street Capital

Suburban Drywall logo

Law firm seeks to validate budgeted partner revenue

Personal care facility acquired by not-for-profit entity

Susquehanna Health logo

Systems, Inc. acquired by Huron Capital Partners and Duchossois Capital Management

Systems Inc. logo

Manufacturer expands in Dallas using $5.4 million in New Market Tax Credit allocation

Technology start-up streamlines business processes with Baker Tilly

Termax, metal and plastics fastener manufacturer, achieved success with Plex Online

Termax logo

The Equitable Bank - Customer Case Study

The Equitable Bank logo

Tier 1 automotive supplier achieves integrated reporting and enhanced collaboration with the Plex Smart Manufacturing Platform

Financial advisory and turnaround consulting to specialty transportation equipment and supplies

Baker Tilly Capital assists Trachte Building Systems, Inc. with debt refinance

Trachte Building Systems logo

TRI Holdings, LLC secures financing to complete new Duluth Trading Company headquarters

Truck trailer dealer saves more than $1 million in excise tax

Technology firm seamlessly transitions to Baker Tilly

Big & unstructured data Field service & warranty analytics

U.S. Based Multinational Food and Beverage Conglomerate - Customer Case Study

Reducing import tariffs means more competitive positioning, higher revenue, and better margins for a US manufacturer in Brazil

U.S.-based Emerging Biopharmaceutical Manufacturer

Supply chain mapping analysis provides data to support a new production facility

Ultra Tool & Manufacturing moves to cloud-based system

Ultra Tool & Manufacturing, Inc logo

An increasing emphasis on enterprise risk management drives university to seek external assessment

University of Minnesota - Customer Case Study

University of Minnesota logo

Client strengthens its management of capital projects through construction audit

Big & unstructured data Call center analytics & knowledge management

Big & unstructured data Call center analytics & knowledge management

Big & unstructured data Call center analytics & knowledge management

Baker Tilly helps US subsidiary of foreign manufacturer with excise tax audit

Utility company turns to Baker Tilly to define a new system strategy and implement solution

Internal audit delivers service and technological efficiencies for generation and distribution utility

Financial advisory and performance improvement services and turnaround consulting for printer

Ventor Consulting logo

Financial advisory and performance improvement to truck sales, parts, and service company

Ventor Consulting logo

Technology company utilizes Baker Tilly’s industry and service expertise for an efficient, seamless acquisition

Verisae logo

Village of Sauk City and Baker Tilly outsourced team’s trusted relationship

Village of Sauk City logo

Efficiencies for Village of Union Grove with help from outsourced team

Village of Union Grove logo

Outsourced services keep Village of Waunakee’s accounting department on track during employee transitions

Village of Waunakee logo

Village of West Baraboo enlists Baker Tilly’s outsourced accounting services for major transition

Village of West Baraboo logo

Waukesha County - Customer Case Study

Waukesha County logo

West Corporation implements Oracle Learning Cloud to create tailored learning and development programs for employees

West Corporation logo

White Construction Company, Inc. sells to Crestview Partners-backed Congruex, LLC

White Construction Company, Inc. logo

Willis Towers Watson merger requires robust Oracle Cloud HCM solution

Willis Towers Watson logo

Wisconsin Built - Customer Case Study

Wisconsin Built logo

Baker Tilly guides city to enhance IT department operations

Wisconsin dental practice grows by 25 percent after implementing real-time cloud solution with support from Baker Tilly Advantage dental and outsourcing specialists

Wisconsin Dental Association logo

New corporate headquarters receives additional funding through negotiated business development tax credits

System migration to Oracle HCM Cloud provides large technology organization a holistic picture of their global talent

Building a consistent core HR foundation to support integrated talent management solutions

Streamlined processes with Oracle Taleo succession and performance management platforms

WPS transforms internal audit function and enterprise risk management

WPS Health Insurance logo

Manufacturing company takes a strategic review of their tax situation

Yamato logo

Oracle HCM cloud learning implementation

Yanfeng Automotive Interiors logo

Zebco Brands develops three-year roadmap with Baker Tilly to achieve target growth

No matching case studies

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