Jack Tracy
Troy, MI

Jack brings over 20 years of experience to his role in the firm’s Financial Institutions Group, where he focuses on providing comprehensive audit, assurance and advisory services to institutions spanning asset sizes up to $13 billion.

A dedicated industry expert, Jack thrives on helping clients face challenges, and providing valuable insight beyond just a traditional audit. Financial institutions find confidence in his ability to identify risks and highlight areas of growth and opportunity. In tandem with financial statement audits, Jack specializes in performing Housing and Urban Development (HUD) Chapter 6 and 7 audits to ensure institutions are compliant with the requirements. Jack also has extensive experience working hand-and- hand with clients during the due diligence process gathering and verifying relevant information to help institutions make informed decisions to the path they seek.

Jack’s deep understanding of the financial and regulatory intricacies of operating a financial institution allows him to offer valuable strategic insights, playing a significant role in positioning his clients for success and future growth.

  • Certified Public Accountant (CPA)
  • Credit Unions
  • Audit Services
  • M&A Strategic Advisory
  • CUSO Advisory
I strive to proactively work with clients to identify any accounting complexities or pitfalls before they enter into a transaction in an effort to allow them to properly forecast structural changes in their balance sheet, or income statement, as early in the process as possible.
Jack Tracy - Principal/Shareholder