Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Chuck Petosa
Philadelphia

3 Logan Square
Philadelphia, PA 19103

Tel: 267.608.1759
Email: charles.petosa@wipfli.com

Services

Audit and Accounting
Consulting

Areas of Focus

  • Application of advanced technology to public accounting practices
  • Audit and consulting methodology development
  • Business process evaluation, design, and improvement
  • Compliance assessment, design, and implementation
  • Corporate governance and enterprise risk
  • Internal control audits and consulting

Education

La Salle University - Philadelphia, Pennsylvania
  • Master of business administration degree with an accounting concentration
  • Bachelor of science degree in finance

Charles A. Petosa, CPA, CGMA

Manager, Risk Advisory Services

Chuck Petosa manages risk advisory client engagements for system and organization controls (SOC 1, SOC 2, and SOC 3) auditing, internal control consulting, compliance assessment, control design and implementation, and business process transformation consulting.  Utilizing his extensive background in operational management and his experience in professional services, he sets a high standard for client satisfaction on every engagement he is assigned.

Certifications

  • Certified Public Accountant
  • Chartered Global Management Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Chartered Institute of Management Accountants (CIMA) - Member
  • The Institute of Internal Auditors (IIA) - Member

Recent Insights

Articles

Tips for passing a SOC audit
Aug 12, 2019