About+Wipfli+%7c+Solutions+by+Wipfli+CPAs+and+Consultants

Traci Hollister, CPA

Partner

 

Traci is a certified public accountant in Wipfli’s Eau Claire office with over 12 years of experience and is a partner with Wipfli LLP’s Financial Institutions Practice. Working with over 50 financial institutions in western Wisconsin and Minnesota, Traci has developed an understanding of how successful financial institutions operate and has built excellent relationships with multiple levels of executive management and staff. With her clients exclusively in one industry, Traci is able to focus 100% of her energies, professional education, and skills for the direct benefit of her clientele. Her expertise gives a value-added feature beyond the requirements of the tax return preparation, financial statement audit, Federal Reserve reporting, and the agreed-upon procedures examination engagements performed.

Traci is involved with a number of professional organizations for financial institutions.



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Traci Hollister

Traci Hollister, CPA

Partner
 
Eau Claire
3703 Oakwood Hills Parkway
Eau Claire, WI  54701
Tel: (715) 858-6638
thollister@wipfli.com
 
Areas of Expertise
  • Tax planning
  • Agreed-upon procedures examinations
  • Financial statement audits
  • Internal audits
  • Profit improvement strategies
  • Financial institution tax returns
  • Federal Reserve reporting
  • Regulatory consulting
  • Merger and acquisition assistance
  • Projection and forecasts
  • Financial analysis related to financial institutions
  • Transition of financial institutions from C corporations to S corporations
  • Asset/liability management consulting
  • Allowance for loan losses
  • SEC auditing and regulatory reporting

Industries
  • Tax Services
  • Audit and Accounting
Education
  • University of Wisconsin-Eau Claire; Bachelor of business administration degree in accounting
  • University of Virginia National Banking School