Assurance for stakeholders and you
Regulators, customers, lenders and investors are seeking more assurance than ever before. Organizations must take extra steps to help build trust and accountability around their financial statements for stakeholders and to help ensure the compliance of their operations.
Wipfli has deep experience providing audit and assurance services. Our savvy professionals bring diverse experience in a range of industries, delivering audits that identify everything from risks to best practices to opportunities so that you can strengthen your business’s operations and stay compliant.
How we help
Financial statement audit and review
Wipfli takes a customized, risk-based approach to your review or audit, with procedures focused on the critical issues facing each individual client. Our diverse experience in a wide range of industries, financial know-how and business practicality allow us to use our client’s time and resources efficiently.
With the increasing emphasis on transparency and accountability for federal funds, certain organizations may need to go beyond the financial statement audit. At Wipfli, our team of dedicated single audit professionals work with you to deliver a smooth single audit process.
Get the most out of your internal audit. When you outsource or co-source your internal audit to Wipfli, you gain professionals who specialize in internal audits and bring a consultive mindset to working with you. We help you develop a strong internal audit plan, identify best practices, note inconsistencies and redundancies, and mitigate risk.
Employee benefit plan audit
Each year, Wipfli conducts over 700 employee benefit plan audits, with as few as 100 or as many as 50,000 participants and several billion dollars in assets. We understand the complexity of the requirements and can help you maintain compliance and adhere to your fiduciary responsibilities.
System and Organization Controls (SOC) audit
Wipfli has extensive experience providing audits for SOC 1, SOC 2 and SOC 3 using known frameworks. We can also help evaluate your preparedness against the Cloud Controls Matrix with a SOC 2+ audit.
As a registered auditor with the Public Company Accounting Oversight Board, Wipfli provides PCAOB audits to SEC issuers and broker-dealers. We bring objectivity and practicality to every audit, helping you maintain your compliance.
A strong ESG program starts with a quality foundation. From reporting to attestation, Wipfli works with you to help ensure your ESG reporting meets regulations. Learn more.
Other attestation services
When you need assurance beyond financial statements, Wipfli can provide third-party validation with agreed-upon procedures and other attest services. From contract compliance to director exams to SEC custody exams, we help remove doubt, offer validity and bring clarity and efficiency to the process.
Featured Thought Leader
Kara L. Fontaine, CPA
Kara Fontaine is a certified public accountant with more than 10 years of public accounting experience. She focuses on providing audits, reviews, and compilations to various clients, including membership organizations and not for profits. In addition, Kara provides financial consulting and assists clients with their business accounting needs.
Mike Webber, CPA
Mike Webber is an auditor in Wipfli LLP’s nonprofit and government practice, with over 15 years of experience in auditing nonprofit organizations. His specialty in and focus on nonprofit organizations give him a deep understanding of the challenges they face. Clients appreciate Mike’s attention to detail and his dedication to helping them achieve their mission.
Mary C. Bredeck, CPA
Mary Bredeck has been with Wipfli LLP since 2007. She is a partner in the manufacturing practice where she coordinates audit, review and compilation engagements and provides a wide range of technical accounting services to the firm’s clients. In addition, she leads the employee benefit plan audit practice.
John Erwin, CPA
John Erwin is a senior manager with 12 years of experience in audit and consulting services. He is experienced in both public and nonpublic financial statement audits, benefit plan audits and outsourced bank internal audits. John also has experience working with Sarbanes-Oxley Section 404 internal control documentation, testing and consulting services for both accelerated filers and smaller reporting companies. He works primarily in the financial institutions and insurance industries.