Traci J. Hollister, CPA
Partner
Traci Hollister is a co-practice group leader for the Upper Great Lakes Region of the financial services team. She has dedicated 100% of her talent, time and effort to providing financial institutions excellent service by listening to and understanding what her clients need.
Traci’s practice focuses on corporate and regulatory advising of small to large regional and national financial institution franchises, allowing her to develop an understanding of how successful financial institutions operate. With her clients exclusively in one industry, Traci has developed a deep understanding of how financial institutions operate and continues to focus her energies, professional education, and skills for the direct benefit of her clientele. Her specialization gives a value-added feature to become a resource beyond the accounting and tax compliance needs of her clients. She has counseled institutions on mergers and acquisitions transactions, as well as provided representation on securities offerings, capital planning and corporate restructuring.
Certifications
- Certified Public Accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Wisconsin Institute of Certified Public Accountants (WICPA) - Member
Services
Tax services Assurance servicesAreas of Focus
- Financial statement audits
- Financial institution tax planning and consulting
- Mergers and acquisition consulting
- Regulatory reporting and consulting
- Securities and Exchange Commission (SEC) and Federal Deposit Insurance Corporation Improvement Act (FDICIA) reporting
- Projections, forecasts, and accounting assistance
Education
University of Wisconsin-Eau Claire- Bachelor of business administration degree in accounting