Assurance for transparency and transformation
Assurance is a critical part of achieving transparency and accountability in your financial services organization — but it can also do more.
Both audit and assurance should be taking your organization further, giving you a holistic view of how you’re moving to the future. They help you take data on your finances and processes and turn it into insight into how you can improve your organization.
If you’re ready to do more with assurance, Wipfli is ready to help.
Why Wipfli?
Wipfli’s assurance team can give you a broader perspective of your organizational health.
Our approach doesn’t stop with assurance. When we conduct your audit or engagement, we apply our industry experience and CPA foundation to help you identify opportunities for driving growth and optimizing performance.
Our assurance services for financial services firms include:
Accounting services
As a top 25 accounting firm, Wipfli is ready to go beyond reporting to help you access the financial insights you need to drive better decision-making and long-term success.
Audit and assurance services
Wipfli’s audit services provide you with valuable insight into your performance and processes. We not only help you meet compliance — we help you find new ways to improve your organization.
Outsourced finance services
Wipfli’s outsourced services provide support for your critical back-office functions. From compliance to call reports, we can provide the talent and strategy you need to operate effectively.
Our team
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
Joseph D. Paroubek, CPA
Joe Paroubek brings more than 15 years of experience to his financial institution clients, with specific skills in external audit and accounting and control issues that specifically impact financial institutions. Joe also has extensive commercial loan review experience. He has worked with large banks to develop internal control narratives and testing programs to assist them with FDICIA compliance requirements. Bringing additional value to his clients, Joe also assists with various agreed-upon procedure engagements and internal control reviews.
Traci J. Hollister, CPA
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.
Ronald S. Niemaszyk
With over 25 years of experience, Ron Niemaszyk serves as an engagement principal to many of the firm’s flagship investment partnership and broker-dealer clients. In this role, he is responsible for supporting the delivery of audit and tax services as well as ensuring that clients’ goals and objectives are met.
State of the banking industry report 2025
How do financial institution executives feel about the future? Our fourth annual “State of the banking industry” report uncovered confidence, despite rising threats and uncertainty.
