Assurance 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.

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.

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.

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.

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

If you know an audit is on the horizon, Wipfli can also 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 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.

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.

Wipfli has experience supporting organizations in a wide range of industries, including financial services, financial institutions, nonprofits, construction, healthcare and manufacturing.

Our technical accounting services provide the specialized knowledge 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, industry-specific standards.

We also offer international tax services — including international tax consulting, compliance and reporting — to help you navigate
multinational tax and financial reporting challenges

The duration of the audit process depends on several factors, including the size of your organization and the exact audit services proposed.

Wipfli knows that for many organizations, complex, time-consuming audits can make meeting compliance while minimizing disruption uniquely challenging. Our audit process is designed to be efficient and mindful of your team’s workload.

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.

To deliver services effectively, we also collaborate closely with your key financial leaders so that questions are answered and support is provided without unnecessary disruption.