Assurance you need. Knowledge you can use.
Assurance services can do more than verify financial statement accuracy or mitigate operational risk. They can also deliver the insights your organization needs to make faster, better decisions.
As one of the top five leaders in audit and assurance, according to AccountingToday, Wipfli leverages our strong CPA foundation to enable our clients to optimize performance and drive growth. From identifying risk to providing actionable recommendations, we help you gain the assurance you need, plus extra value you can use to strengthen your business.
Take the worry out of compliance
Complex, time-consuming audits can make meeting compliance while minimizing disruption uniquely challenging.
Whether your audit is required by a contract, a third party or a loan agreement, our team is ready to help you meet compliance requirements faster.
We know your time is valuable, so our process is designed to be efficient and respectful of your team’s workload. To deliver services effectively, we collaborate closely with your key financial leaders so that questions are answered, and support is provided without unnecessary disruption.
Feel secure in your audit readiness
Audit readiness helps minimize surprises, streamline the audit process and ensure regulatory compliance from the start.
If you know an audit is on the horizon, Wipfli can help you prepare. We offer audit readiness services to help ensure your financials meet the required standards and provide peace of mind before the process begins.
Our team can also augment your existing staff during preparation, giving you the extra support you need. And when readiness is complete, Wipfli can seamlessly transition to performing the audit itself, creating a smoother experience from preparation to reporting.
Gain greater financial transparency
Accurate financial reporting and clear communication are essential for building trust and making informed decisions.
Wipfli’s technical accounting services provide the expertise you need to maintain GAAP compliance and address complex requirements with confidence. From navigating new lease guidance to delivering robust financial planning and analysis, we help you stay ahead of evolving standards.
Explore our assurance services
Accounting services
From audit readiness and assistance with adopting new accounting standards to financial statement preparation and analysis, Wipfli accountants can look beyond the numbers to deliver greater value to your organization.
Audit and assurance services
The highest level of assurance helps build stakeholder trust and accountability. With Wipfli’s audit and assurance services, you can not only leverage best practices and better risk management but also gain a clear and verified picture of your operations.
Outsourced finance and accounting services
Get the high-level knowledge of an experienced financial team — without the back-office staffing challenges. Our innovative team takes ownership of your finances, helping you focus on maintaining a growth trajectory.
Why Wipfli?
With Wipfli, you gain the significant resources and knowledge of a national accounting and consulting firm while getting the tailored, personal approach of a local team.
Our assurance services go beyond the basics of an audit to deliver valuable insight into your organization. We leverage our broad industry experience and depth of business advisory services to deliver practical advice on how you can improve profitability, take advantage of opportunities and operate more effectively.
We also stay engaged throughout the year, offering proactive guidance and recommendations as your business evolves. From identifying opportunities to addressing risks, we’re here to help you plan for what’s next while maintaining transparent, compliant operations.
What our clients are saying
Our team
Tracy Heideman, CPA
Tracy Heideman has been a member of Wipfli technology and manufacturing/distribution teams since 2006. She specializes in assurance and consulting services, helping both public and private companies to exceed their goals and address challenges that arise.
Kevin S. Owens, CPA
Kevin Owens is a partner in our private equity services group, where he focuses on annual financial statement audits and reviews for private equity-owned and closely held businesses. He has extensive experience with financial statement preparation and interpretation, and his technical expertise includes various purchase transactions, leveraged recapitalizations, and consolidation accounting concepts.
Reed D. Sellers, CPA, CCIFP
Reed Sellers is a partner in Wipfli’s firmwide construction practice and brings in-depth experience with general and specialty contractors, unique financial statements and tax considerations. He is passionate about working with clients as a consultant, trusted advisor and even friend.
Barnaby Allen, CPA
Barnaby Allen is an audit partner in the public company (SEC) services practice and the tribal gaming practice at Wipfli. With over 15 years in public accounting, he has a track record of helping companies tackle complex accounting issues, including revenue recognition, purchase accounting for acquisitions and share-based compensation. Barnaby has experience in working with large, multinational public and private companies across several industries, including manufacturing and casino gaming. He also has experience with initial public offerings.
Jessica Barnas, CPA
Jessica Barnas is a partner and a leader of Wipfli’s finance and accounting solutions team advisory group. She leverages her in-depth knowledge of accounting software and financial processes and procedures as she guides our clients into the future, allowing them to focus on their core business.
Assurance services FAQ
What are assurance services?
Assurance services are professional services that help organizations maintain compliance with audit requirements and accounting standards, adhere to contractual obligations and identify potential risks.
With the right assurance support, organizations can improve compliance and provide transparent, accurate information to decision-makers and stakeholders.
What types of assurance services does Wipfli offer?
Wipfli’s assurance services include:
- Financial assurance services, including financial statement audits and reviews
- Single audits and Uniform Guidance
- Internal audits
- Employee benefit plan audits
- SOC audits
- Other attestation services
- Accounting assurance services for areas including technical accounting, financial planning and analysis, financial statement compilation and preparation assistance, IPO and audit readiness
- Outsourced finance and accounting services
How does Wipfli incorporate technology and data analytics into its assurance process?
Wipfli incorporates technology into our assurance process to help deliver audits that are efficient and offer deeper insight into your operation.
We leverage technology to help automate and customize your audit experience, as well as give you access to valuable data and collaborate in real time. We can also perform paperless audits, allowing us to reduce the amount of paperwork needed in your audit and make the process easier for your teams and ours.
Can Wipfli assist with compliance for industry-specific regulations or international standards?
Wipfli has experience supporting organizations in a wide range of industries, including financial services, financial institutions, nonprofits, construction, healthcare and manufacturing.
We also offer international tax services — including international tax consulting, compliance and reporting — to help you navigate multinational tax and financial reporting challenges.
What is the duration of Wipfli’s audit process?
The duration of the audit process depends on several factors, including the size of your organization and the exact audit services proposed.
We know that for many organizations, assurance comes with deadlines or a need to minimize operational disruptions. Our team strives to respect your team’s capacity, planning a strategic audit timeline and often performing preliminary testing on certain accounts and transactions early so that you can stay focused on high-value work.
Let’s talk about how Wipfli can meet your needs.
Annual audits with less disruption
See how our team helped one organization achieve faster audits and more accurate financials.
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