Brad Swart, CPA
Senior Manager, Wipfli Advisory LLC
Brad Swart is a senior manager with nearly 15 years of experience in providing accounting and audit services. He is attuned to the needs of various types of clients, from startup businesses to established companies. Brad has served both privately held and publicly traded companies in the manufacturing, retail, distribution and professional services industries. In addition, he advises clients on employee benefit plans and metropolitan districts. Clients appreciate his tailored individual and business solutions to help them overcome challenges and meet their goals.
Credentials
- Certified Public Accountant
Professional memberships and activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Colorado Society of Certified Public Accounts (COCPA) - Member
Services
Assurance servicesAreas of Focus
- Accounting and audit services for closely held businesses
- SEC reporting and assurance services for publicly traded businesses
- Employee benefit plans and benefit plan audits
- Review and compilation procedures
- Business solutions and alternative services
Education
University of Colorado at Boulder
- Master of science degree in accounting
- Bachelor of science degree in journalism and mass communication
