Streamline SOX requirements with proven processes and experienced professionals.
Compliance experts tailor Sarbanes Oxley programs to fit needs, meet objectives, and deliver peace of mind. Experienced professionals help clients get started, find best practices, and reduce the cost - but not the quality - of a long-standing and successful program.
Turn SOX program data into internal control knowledge, providing the resources needed to fill technical and capacity resource gaps.
Wipfli teams create a seamless process, identifying an organization’s key business processes related to controls over financial reporting, determining the key controls and systems supporting the business processes, and testing the control’s effectiveness.
Featured Thought Leader
Sarah G. Lutzke, CIA
Sarah leads the internal audit service line for Wipfli. Still deeply involved with her clients, Sarah leads outsourced internal audit engagements and manages co-sourced arrangements, ensuring Wipfli’s risk management consulting assistance is tailored to the individual circumstances of each client. Sarah has the experience and ability to evaluate controls within a process and provide sensible recommendations to strengthen operating environments.
Carrie Connell, CPA
Carrie has over 15 years of experience in assisting clients with Sarbanes-Oxley Section 404 compliance for accelerated filers and smaller reporting companies, FDICIA compliance, and operational and financial internal audits. She helps both public and private financial institutions ready themselves for and comply with SOX/404 and FDICIA reporting requirements and provides ongoing consultative advice to clients to continuously improve their programs.