Audit, tax, risk management, and consulting services
With a solid understanding of the unique issues facing community banks, Wipfli’s Financial Institutions Practice specialists educate, advise, and assist financial institutions in successfully navigating the complex legislative and regulatory environments. Our practice includes certified internal auditors, certified compliance specialists, certified trust auditors, certified information technology specialists, former bankers and bank regulators, and licensed certified public accounts with the background knowledge and consulting experience necessary to provide top-rate services. In addition, Wipfli’s team delivers results and creates value by sharing their proactive advice and extensive industry information with their clients.
Wipfli professionals actively participate in industry trade organizations, speak at industry events, write educational thought leadership articles, lead networking groups, and develop unique tools and reports to help financial institutions understand the significant factors that impact performance.
Along with traditional audit, tax, and accounting services, Wipfli provides integrated risk management and consulting services. These services include internal audit, regulatory compliance, loan review, profit improvement, asset liability management, strategic planning, fraud investigation, IT exam, IT cybersecurity solutions, consulting, and risk assessment.
At present, Wipfli serves over 900 financial institutions across the country. Our clients range from small community banks to multi-million-dollar organizations.