WhippleWood CPAs Joins Money Forward Partners to Elevate Tech-Enabled Client Service

21 October 2025 | Tuesday | News

The partnership brings advanced tools and automation to WhippleWood’s trusted, people-first approach—enhancing service delivery while preserving the firm’s leadership, team, and long-standing client relationships.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

WhippleWood CPAs PC ("WhippleWood") 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."

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