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
- 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.
- Service—Only 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.
- Same Commitment, Expanded Capabilities: Clients will continue to receive the full suite of tax, CAS, assurance, and advisory services—now supported by the scale, tooling, and best practices of Money Forward Partners.
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.
