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.

Jason A. Smith
Eau Claire

4890 Owen Ayres Court
Eau Claire, WI 54701

Tel: 715.858.6926


Audit and Accounting

Areas of Focus

  • Service Organization Control (SOC 1/SOC 2/SOC 3) testing
  • HITRUST consulting and validation
  • Active Directory security
  • System I security
  • Unix security
  • Technical vulnerability assessments
  • Social engineering
  • Sarbanes-Oxley Act of 2002 (SOX) 404 compliance


Financial Institutions
Financial Services


University of Wisconsin - Eau Claire, Wisconsin
  • Bachelor of business administration
Harlaxton College - Harlaxton, Lincolnshire, U.K.

Jason A. Smith


As an information technology audit manager for Wipfli, Jason Smith performs Service Organization Control testing, HITRUST validations, information technology examinations, vulnerability assessments, and social engineering services. He has provided Wipfli control assurance to internal and external users and helped companies leverage their strengths and opportunities since 2006. Jason’s experience, education, and training allow him to offer insight to his clients as they seek to validate controls, increase efficiencies, and mitigate risks. He is uniquely positioned to understand and meet the needs of his clients.


  • Certified Information Systems Auditor
  • Certified Information Systems Security Professional
  • HITRUST Certified CSF Practitioner
  • National Merit Scholar
Professional Memberships and Activities
  • Information Systems Audit and Control Association (ISACA) - Member
  • HITRUST Alliance - Certified CSF Practitioner
  • ISC2 - Certified Information Systems Security Professional