CFO Advisory

We’re a team of talented professionals with diverse industry experience, enabling us to skillfully meet your business needs. Serving as strategic partner to middle market clients, we take care of the accounting and finance functions so you can focus on running and growing your business. We put the time in to understand the unique aspects of your business and the people involved, ensuring a successful partnership that can scale over time.

Our Edge

Our team-first, client-first approach means we collaborate and ideate together, providing the highest level of customized service. We can hit the ground running to serve as your trusted advisor, providing actionable and tangible guidance along the way.

Service Offerings


  • Accounts Payable & Accounts Receivable
  • Audit Readiness & Support
  • Financial Reporting
  • Foreign Currency Reporting
  • Tax Filings


  • Cash Flow Management
  • Forecasting and Variance Analysis
  • Industry Benchmarking
  • KPI Dashboard Preparation
  • Resource Planning


  • Business Process Review
  • Standard Operating Procedures
  • Procedure and Policy development
  • Technology best practices


  • Staff structure
  • Market Strategy
  • Profitability Analysis


  • Agreements
  • Capital Structure
  • Governance
  • Insurance

Investor Relations

  • Board Presentations
  • Debt Negotiation
  • Fundraising Advisory

“As a growing company searching for an accounting firm, my colleagues and I were impressed by the professionalism, expertise, technology, consultative service, and the personalized attention Wiss highlighted during their presentation. We made the right choice selecting Wiss. Over the years, the Wiss team has gone above and beyond to streamline our accounting fuction and service our account.”

Ralph D. Weaver
Founder & CEO, East West Connection

Get in Touch

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