Accounting, Tax, Advisory, and Wealth Management

More than number-crunchers — we’re growth partners. From smart tax strategies to wealth planning, we power your next big move with insights that fuel success.

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AI-Powered Accounting

Real-time financial clarity, zero headaches. Our outsourced accounting with built-in AI dashboards keeps you ahead of the curve—because fast decisions need fast data.

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The Future of the CFO

Today’s CFO needs more than spreadsheets—they need strategy, technology, and AI-driven insights for smarter decisions and sustainable growth. We provide fractional, interim, and permanent CFOs to support family and founder owned businesses.

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Technology That Moves Business Forward

From ERP selection and systems integration to AI strategy and process automation, Wiss helps you build smarter infrastructure and unlock the full potential of your tech investments.

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Beyond Accounting

We're paving the way for a new era of accounting.

Wiss is an accounting business that goes beyond the numbers, offering a full spectrum of accounting, advisory, and wealth services. Running a business is challenging and time is valuable! With such rapid changes in technology, organizations struggle to react and adapt. Our comprehensive, collaborative approach helps you navigate these challenges and feel supported every step of the way.

The accounting firm of the future

We aim to disrupt and deliver on our vision of creating the accounting department of today. Mired in cumbersome systems, disconnected technology, and uncertainty, our goal is to replace outdated practices with a modern approach that maximizes the experience for you and your teams.

We’re glad you are here.

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Explore Our Services

CFO’s have many obligations, from transactional to strategic. Our team works alongside you to provide expert guidance and support that enables delivery of timely information, meaningful business intelligence, and a quick financial close. Together we help you strengthen business processes, alleviate talent gaps, and discover technological solutions to reach operational excellence.

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Our team offers clients an independent and objective view of their financial condition. Whether your business is expanding into new markets or pursuing a growth strategy, achieving these goals requires accurate and objective financial reports that provide clear insights to your management team, investors and stakeholders.

With over 50 years of experience, our team of professionals draw from deep industry, accounting and consulting expertise to deliver business insights and guidance that extend well beyond a standard audit.

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We guide clients through financial transactions such as a business sale or acquisition, debt financing, capital raise, and succession planning. Our team provides support and objective expertise during these critical events.

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As legislative change has created complexities in the business marketplace, we have intentionally curated a collaborative and comprehensive team of experts to address all your tax planning and compliance needs.

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We offer a comprehensive solution of financial and tax planning, wealth management, accounting, and estate and trust planning. With a collaborative approach, our team maximizes the success of your financial plan.

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Not sure what you need? Let's find out.

“

I needed an accounting firm that could move as quickly as my company. My experience with firms prior to Wiss was draining my time and energy and was detrimental to growing my business. Making the decision to work with Wiss has been a game-changer for Montauk Brewing Company. Having Wiss as a partner allows me to focus on day to day tasks and the future of my company, rather than worrying about accounting issues.

”

—Vaughan Cutillo

Co-Founder, Montauk Brewing Company

Working at wiss

Joining Wiss isn’t just about finding a job – it’s about a journey of growth, both professionally and personally. At Wiss, we’re not just colleagues, we’re a community driven by a shared commitment to excellence and to discovering and achieving one another’s full potential.

As a member of our team, you’ll gain more than just employment; you’ll benefit from a wealth of experience and exposure to a diverse range of clients, enhancing your skills and expanding your knowledge. Whether you’re a seasoned professional or just starting out, our depth of experience ensures that every day brings new challenges and opportunities for growth.

Our strong network is a resource you can rely on, whether you’re starting a business, exploring new career paths, or simply seeking advice and support.

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