Grow a stable, profitable organization
Changing market conditions can make growth a challenge.
Specialty finance companies face market volatility — and the potential delinquencies and declining demand that come with it — and increasing compliance concerns. Navigating these obstacles successfully often requires specialized knowledge and experience.
Let Wipfli give you support for the critical areas facing your business, with comprehensive services tailored to the financial services industry.
Why Wipfli?
Wipfli combines our industry experience and strong CPA foundation to help you stay competitive. From CECL implementation and state tax law, to integrating solutions and cybersecurity, we can help your organization adapt, comply and increase efficiency.
Tax services
Wipfli’s tax team takes a comprehensive, proactive approach to helping minimize your tax burden. We apply our specialty finance industry experience and tax knowledge to help you navigate complex tax laws and achieve your goals.
Assurance services
Wipfli’s industry-specific assurance services go beyond auditing and accounting to provide your organization with valuable insight into how you can improve your processes and performance.
Risk advisory services
Bolster confidence in your risk management and compliance practices with Wipfli. Our risk-based approach and range of services provide you with practical solutions and proactive strategies for improving your risk- mitigation.
Organizational performance consulting
Wipfli's organizational performance team helps you strategize, improve operations , and unlock your people's potential so that you can build a high-performance organization. Whether you need transformation or specific support to fill gaps, we can help you build a foundation for continued success.
Digital services
Wipfli leverages our industry experience and best practices in technology adoption to help you drive digital success. We understand your complex operations and regulatory concerns, and we’re ready to help you develop a digital strategy to navigate them successfully.
Outsourced services
Streamline your back -office and fill critical talent gaps with Wipfli’s outsourced services. We provide industry-specific solutions for your challenges so that you can focus on value-added work.
Transaction advisory services
Wipfli offers comprehensive, industry-specific support for buy-side, sell-side, valuation, tax and investment banking. We apply our financial services industry experience to giving you practical strategies for a successful outcome.
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.
Michael D. Carlson , CPA, CGMA
Michael Carlson is a partner in Wipfli’s financial institutions practice in the Minneapolis office. He has dedicated his entire career to this industry and is able to provide his clients practical, real-world knowledge. Michael’s clients find value in his unique ability to identify opportunities for improvements across all functional areas of their business, not just the accounting area.
Carlos Vega
Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups. He is passionate about breaking down customer frustration points by building engaging experiences using data, research and emerging technologies. Carlos believes the status quos in many industries needs to be challenged and reinvented in order to evolve and survive due to the current digital evolution.
David Wood, CPA
David Wood has more than 35 years of experience in accounting, auditing and financial reporting. He began his career with a Big Four accounting firm where he spent eight years specializing in working with large and small financial institutions in a variety of markets.
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.
