Delivering compliance and insights
Accurate reporting builds the foundation for helping insurers monitor their financial risks.
Insurers need accounting services that help drive strategic planning decisions and give an accurate view of their financial health. And in a heavily regulated industry, you need the confidence that your reporting is compliant.
Wipfli can help with accounting services for insurance that give you actionable insights into your performance.
Why Wipfli?
Wipfli’s accounting team delivers value beyond the numbers with industry-specific support that brings value to your organization. As a top 20 accounting firm, we bring decades of experience and specialized experience to help you navigate regulations, perform financial planning and analysis and secure your future.
How we help you
Clarity and consistency in how you communicate financial information is vital to the success of your organization. Wipfli helps take the worry out of accounting requirements with a wide range of services to support your statutory accounting compliance, including:
- Stock-based compensation, including stock options and profit interests.
- Business combinations, consolidations and restructurings.
- Equity and debt financing arrangements.
- Derivatives and hedging arrangements.
- Capitalized software costs.
Turn your firm’s financial information into insights with Wipfli. Our financial planning and analysis team goes beyond the numbers to help you develop long-term plans and evaluate strategic decisions so that you can deliver strong outcomes.
Wipfli brings extensive experience in navigating complex systems and leading business software to help you get more value from your financial information. We help you compile financial statements according to your specific financial reporting framework and gain valuable insights for more informed decision-making.
Our team
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.
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.
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.
