Assurance that delivers greater value
Audits and assurance shouldn’t just verify that your financial reports are accurate and that you’re mitigating risks. They should give you insight into critical parts of your business to help improve everything from financial performance to internal controls.
With Wipfli, you get insurance audit and assurance services that add value to your business.
Why Wipfli?
Wipfli uses our experience as a leading advisory and accounting firm to help you enhance performance and foster growth. We understand the regulatory concerns insurers face, and we’re ready to help you identify risks and actionable insights that can drive your business's success.
Our assurance services for insurance organizations include:
Audit and assurance services
From Model Audit Rule compliance to financial statement audit support, Wipfli can help your organization maintain stakeholder confidence. Our industry-experienced professionals can give you the insights and guidance you need to effectively enhance transparency, accountability and compliance.
Accounting services
Wipfli’s industry-specific accounting services can help you meet regulatory requirements and improve financial performance. Our support for firms includes statutory accounting, income tax filings and annual statement preparation support.
Our team
Greg Foster, CPA
Greg Foster is a partner with over 30 years of practice in public accounting. His experience includes providing insurance, banking, credit union and securities clients with various services including financial statement audits, public and private securities registrations and mergers and acquisitions. As leader of the insurance services group, Greg oversees a variety of services to insurance companies including traditional insurers and reinsurers as well as captives, risk retention groups, reinsurance pools and similar arrangements.
Micah Shue, CPA
Micah Shue is a manager with more six years of experience in audit and consulting services, primarily within the financial institutions and insurance industries. Since joining the firm in September 2016, he has experience with both public and nonpublic financial statement audits, benefit plan audits and outsourced bank internal audits.
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.
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