Traci J. Hollister, CPA
Partner
Traci Hollister is a certified public accountant who has dedicated 100% of her talent, time and effort to providing financial institutions with excellent service by listening to and understanding what her clients need
Working with different-sized financial institutions, Traci has developed an understanding of how successful financial institutions operate and focuses on building relationships with multiple levels of executive management and staff. With her clients exclusively in one industry, Traci is able to focus her energies, professional education and skills for the direct benefit of her clientele. Her insight gives a value-added feature to become a “resource” beyond the accounting and tax compliance needs of her clients.
Certifications
- Certified Public Accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Wisconsin Institute of Certified Public Accountants (WICPA) - Member
- Chippewa Valley Financial Institution Association - Director (past president and secretary/treasurer)
Services
Tax services Assurance servicesAreas of Focus
- Financial statement audits
- Financial institution tax planning and consulting
- Mergers and acquisition consulting
- Regulatory reporting and consulting
- Securities and Exchange Commission (SEC) and Federal Deposit Insurance Corporation Improvement Act (FDICIA) reporting
- Projections, forecasts and accounting assistance
Education
University of Wisconsin-Eau Claire- Bachelor of business administration degree in accounting