WhippleWood CPAs PC Joins Money Forward™ Partners to Accelerate Tech-Enabled Client Service
WhippleWood CPAs PC Joins Money Forward™ Partners to Accelerate Tech-Enabled Client Service |
| [17-October-2025] |
Partnership preserves WhippleWood's team, leadership, and high-touch client experience while adding the scale and technology of Money Forward Partners DENVER, Oct. 17, 2025 /PRNewswire/ -- WhippleWood CPAs PC ("WhippleWood") today announced that it has joined Money Forward™ Partners, a people-first, technology-forward accounting platform. The partnership enhances WhippleWood'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.
"At WhippleWood, our clients count on a responsive team that knows their business," said Richard "Rick" Whipple, CEO of WhippleWood CPAs PC. "By joining Money Forward Partners, we're pairing that personal commitment with the tools, analytics, and automation that help us anticipate needs, turn work faster, and deepen our expert advice—without changing the people or principles our clients trust." "WhippleWood embodies what we mean by a 'Group-Join'—a partnership of equals focused on elevating client outcomes," said Sandy Kimura, CEO of Money Forward Partners. "We'll invest in service-enhancing technology while WhippleWood's local Colorado leadership continues running the day-to-day. Clients should expect the same team and the same high bar—now with more resources behind them." Money Forward Partners' Vision Money Forward Partners is building a next-generation accounting platform that brings together deep client relationships and smart automation—helping firms work smarter, respond faster, and deliver greater value. Backed by Japan-based Money Forward, Inc. (TSE: 3994), the team's mission is to combine human connection with cutting-edge productivity to redefine how accounting firms operate. The long-term roadmap is clear: standardize processes, modernize the tech stack, and develop proprietary software—then 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. What Clients Can Expect
A Note to Fellow CPA Firms If you're a firm that wants to preserve culture, elevate client experience, and modernize your tech stack—without sacrificing local leadership—Money Forward Partners would like to talk. Confidential inquiries: Sandy Kimura at Sandy@moneyforward.partners. About WhippleWood CPAs PC 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. About Money Forward™ Partners Money Forward Partners is building a people-first, technology-enhanced accounting platform in the United States. Backed by Money Forward, Inc. (TSE: 3994)—a leading Japan-based fintech and SaaS company—the platform combines human connection and automation to boost firm productivity and service quality. Contacts Client & Firm Inquiries: Press:
SOURCE Money Forward Partners | ||
Company Codes: Tokyo:3994 |
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