Industries
HomeIndustriesFinancial Institutions

Financial Institutions

A partner committed to you and your success.

Accounting & Audit Services for Financial Institutions

The mission of our team is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. In recognition of the unique issues financial institutions face, Wipfli’s specialized Financial Institutions Practice includes certified internal auditors, certified compliance specialists, certified trust auditors, former bankers, former bank regulators, certified information technology specialists, and licensed certified public accountants with the financial institution expertise and consulting experience to provide quality services, as well as good proactive advice, industry information, and real value.

Our practice includes 12 partners and over 70 associates whose time and professional training are exclusively dedicated to financial institution industry.  We provide services to over 400 financial institutions throughout the Midwest and our clients range from small community financial institutions to multi-billion dollar organizations.



Audit and Accounting

Audit and Accounting Services can be very similar from firm to firm; the Wipfli difference is in the value you receive from the relationship.  We strive to add value to your organization through our committed resourceful partners and associates, who are experienced in the financial institution industry.  


Risk Management

Wipfli offers customized, flexible solutions delivered by industry specific professionals for all of your risk management needs.  Providing solutions for risk assessments, internal audit, regulatory compliance, loan review, trust examinations, asset liability management, and information technology examinations and security testing, we'll be with you every step of the way.

 

Tax Services

Our team continually reevaluates tax strategies to ensure they are beneficial to you.  Wipfli's Tax associates have in-depth knowledge of the financial institutions industry and can provide tax planning, compliance, and audit assistance on industry-specific issues, as well as issues that are not unique to financial institutions.


Strategic Advisory
As one of the country’s leading authorities in strategic advisory services for financial institutions and related trade associations, Wipfli’s strategic advisors work with numerous financial institutions on all facets of strategic planning and strategy. Our reputed approach and process treats every financial institution as a unique entity.  The bottom line is we provide value-added, custom solutions specific to our clients.
 

Human Resources

Partnering with you to build a high performance work force to unleash your competitive advantage and achieve current and long-term business objectives.


Information Technology
Dedicated professionals who understand your business needs and are driven to maximize your technology investment. 
 



Contact Us


Contact JoAnn Cotter to find out how Wipfli can help shape the future of your financial institution.

(920) 662-2804


Featured Success Story

Premier Community Bank

With an understanding of the institution’s objectives, culture, and values and a keen knowledge of the industry, Wipfli provided a realistic evaluation of key strategic business opportunities and was able to offer solutions that fit their institution.



Read More

American Trust

Lisa Stoutenborough, Director of Internal Auditing

"The assurance of complete anonymity helps create a comfort level for hotline users. In addition, Wipfli’s personable service and smooth reporting process provides me with an easy format with which to perform due diligence.”
Financial Institutions Tax and Accounting Insights

The Financial Institutions group reviews a wide range of information channels to provide you with up-to-date accounting and tax information that affects you and your institution. Click here to review the most recent up-to-date information. Visit often to ensure you receive all the latest information.