WhippleWood CPAs PC Partners with Money Forward™ to Elevate Client Services through Technology

In a significant partnership announced on October 17, 2025, WhippleWood CPAs PC, a reputable accounting firm based in Denver, has joined forces with Money Forward™ Partners. This collaboration is designed to merge technology with personalized client services, affirming a commitment to delivering exceptional value while maintaining the firm’s trusted team and client relationships.

Richard “Rick” Whipple, CEO of WhippleWood, emphasized the advantages of this alliance, stating, “Our clients rely on a team that understands their unique business needs.” He elaborated that aligning with Money Forward Partners allows WhippleWood to combine their personal touch with advanced tools, analytics, and automation. This synergy will enhance their ability to provide proactive and valuable services to their clients without altering the dedicated team they have built over decades.

A Shift Towards Technology-Enhanced Services

Money Forward Partners is known for creating a next-generation accounting framework that integrates deep client relationships with intelligent automation. Backed by Money Forward, Inc. from Japan, the initiative aims to streamline operations for CPA firms. The vision is clear: combining a personal approach with smart technology not only helps in delivering superior client service but also reshapes the operational landscape for accounting firms across the nation.

Sandy Kimura, CEO of Money Forward Partners, highlighted the importance of the partnership by stating, “WhippleWood exemplifies what a partnership of equals looks like, focusing on improving client outcomes.” The strategy involves investing in technology that enhances service delivery while local leadership will continue to oversee day-to-day operations, ensuring that clients receive the same high-quality service with additional technological support.

What This Means for Clients

For existing clients of WhippleWood, this partnership promises continuity and improved service. There are no immediate changes in the team structure, meaning that all familiar faces will continue to provide trusted service. Clients can expect the same core contacts within the firm, guaranteeing that the personal relationships they value will remain intact.

Furthermore, the introduction of streamlined workflows and practical AI tools will allow WhippleWood professionals to allocate more time to advisory services, cutting down on repetitive tasks. This shift not only enhances service efficiency but also empowers clients with more insightful and timely advice tailored to their specific needs.

Continued Commitment to Client Success

WhippleWood will continue offering its comprehensive suite of services, which includes tax, client accounting services, assurance, and advisory solutions. With the enhanced capabilities made possible through partnership with Money Forward Partners, the firm plans to uphold its longstanding commitment to a people-first approach while leveraging technology for better service outcomes.

The partnership is especially appealing for other CPA firms looking to modernize their operations without compromising their core values or local leadership structures. In this regard, Money Forward Partners invites firms that aim to preserve their culture while enhancing client experiences to reach out about potential collaborations.

About the Firms

WhippleWood CPAs PC has made its mark in the accounting industry by serving middle-market businesses with exceptional client service and a focus on building long-term relationships. Recognized for its responsive team and low turnover rates, the firm prides itself on providing hands-on engagement and proactive advice.

On the other hand, Money Forward Partners is establishing a people-first, technology-driven accounting platform in the United States. It is a pioneering force in the transition towards automated accounting services, combining human interaction with state-of-the-art technology to maximize productivity and service quality.

This strategic alliance between WhippleWood and Money Forward Partners signifies an exciting evolution within the accounting industry, one that emphasizes both tradition and innovation in equal measure.