Jaime Moe

Jamie Moe, CPA

Manager, Wipfli Advisory LLC

Jamie Moe is a manager in the audit and accounting practice, serving clients in the manufacturing and distribution industry. With over 6 years of experience, she has leveraged her knowledge and experience to manage and execute audit, review and compilation engagements, as well as provide technical accounting services and assist clients in achieving their goals. Jamie also oversees and completes numerous employee benefit plan audits, assisting plan sponsors with Internal Revenue Service and Department of Labor compliance requirements. In addition to client responsibilities, Jamie is involved in recruiting and mentoring new associates at Wipfli.

  • Attestation engagements
  • Audit
  • Compilation
  • Review
  • Employee benefit plan audit

  • Certified Public Accountant

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) – Member
  • Women of Wipfli - Member

University of Wisconsin - Milwaukee

  • Master of science degree in management — professional accountancy
  • Bachelor of business administration degree in accounting
Expertise and services

INDUSTRY EXPERTISE

SERVICES