Agreed Upon Procedures
Agreed upon procedures can deliver immediate value and create the transparency and credibility to meet your special needs.
ASC 606 - Revenue Recognition
Partner with a proven team on a solution tailored to your organization's needs to plan and prepare for the new revenue recognition accounting standard.
Attestation specialists can offer third party validation and provide assurance beyond financial statements tailored to meet specific needs.
Be ensured that your time and resources are used efficiently while receiving a clear, verified financial picture from audit teams with financial know-how and business practicality.
Specialists help convert financial information to business insights to reveal what is happening within an organization.
Employee Benefit Plan Audit
Receive a high-quality employee benefit plan audit from a respected firm that conducts over 700 audits each year.
Financial Planning and Analysis
Look beyond the numbers and turn financial information into business insight with help from financial planning and analysis specialists.
Global Investment Performance Standards
Create confidence for your business and prospective clients with proactive compliance and verifications from a credible, independent third party.
International Financial Reporting Standards
Receive proven IFRS implementation and support from a team with strong international auditing and accounting expertise.
Create and strengthen internal audit processes to improve controls and reduce risk with flexible delivery options from certified specialists
Public Company/PCAOB Audit
Receive insight and integrity with hands-on partner involvement and open communication throughout the rigorous audit process.
Financial Statement Review
Ensure the credibility of your financial statements with the experience, reputation and proven track record of Wipfli.
Project confidence to clients and prospects that processes and controls are sound with a clear, thorough, and cooperative SOC exam.
Featured Thought Leader
Daniel T. Szidon, CPA
Dan is the leader of Wipfli's audit and accounting practice. He prides himself on accurately evaluating critical client issues, determining their needs and resources, and formulating sound, commonsense business solutions. Dan has over 20 years of professional experience in audit and accounting services as well as consulting on various business issues.