Juhi Patel
Manager, Advisory
Juhi is a Manager in the CFO Advisory Services team at Wiss, with over 7 years of experience in public accounting across diverse industries including real estate, engineering, manufacturing and distribution, and e-commerce.
In her current role, Juhi is responsible for overseeing client engagements, managing budgets, and leading staff supervision and training. She is also adept at addressing complex accounting challenges, with expertise in key functions such as month-end close processes, accounting system design and implementation, financial reporting, year-end readiness, and audit readiness.
Juhi is proficient in various accounting software, including QuickBooks, SAGE, Yardi, and NetSuite, which allows her to help businesses streamline operations, maintain compliance, and drive sustainable growth. Her technical proficiency, combined with her strategic approach, enables her to provide customized solutions that help clients navigate the complexities of financial management.
Education
BS – Accounting – Rutgers University
QuickBooks Online Certified ProAdvisor
Beyond Wiss
Outside of work, Juhi enjoys spending quality time with family and friends, often bonding over the challenge and enjoyment of learning new board games. She also enjoys expressing her creativity through experimenting with new cosmetology techniques and delving into the art of sewing. A passionate traveler, Juhi makes it a goal to visit at least two new countries each year, exploring new cultures and gaining fresh perspectives along the way.