Your Full-Service Accounting + Business Growth Advisory Partner

CFO Advisory


Wiss CFO Advisory is 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 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

Accounting

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

Finance

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

Operations

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

Strategy

  • Staff structure
  • Market Strategy
  • Profitability Analysis

Corporate

  • Agreements
  • Capital Structure
  • Governance
  • Insurance

Investor Relations

  • Board Presentations
  • Debt Negotiation
  • Fundraising Advisory

Technology

  • Needs Assessment
  • RFP Development and Vendor Selection
  • Contract Negotiation
  • Software implementation services
  • Training and Coordination

Recruiting

  • Key Recruiting Verticals
  • Interim CFO/Controller Services
  • C-Level Executive recruiting specialization
  • Human Resources, Admin, IT
  • Supply Chain and Logistics

HR Advisory

  • Outsourced HR Advisory
  • Policy and Procedure Review
  • Benefit Plan Assessment
  • Employee Relations Assistance
  • Compliance with Federal and State Laws

Business Analytics and Intelligence

  • Financial close process automation and reporting
  • Client team training and up-skilling 
  • Budgeting and forecasting analytics
  • Performance management optimization

View Our Typical Client Lifecycle

Partnering with our early stage tech platform WEST, we seamlessly integrate the service level and offering as your company scales.

Stage Revenue < $5MM Revenue $5MM - $25MM Revenue $25MM - $50MM Revenue > $50MM

Company Size

1-3 Employees

10-25 Employees

25-50 Employees

50+ Employees

Service Needs

Bookkeeping

Financial Reporting

BOD Reporting
Executive Mgmt Reporting
KPI Analysis

Strategic Growth Plan
Resource Planning & Optimization
Market Strategy Evaluation

Accounting Software

QBO
Xero

QBO
Xero
Intacct

QBO
XERO
Intacct
Industry Specific ERP

QBO
XERO
Intacct
Industry Specific ERP
Internally Developed/Customized Software

Strategic Support

High Level FS Review

Strategic insights and performance analysis

Monthly financial review with key stakeholders

BOD reporting, KPI benchmarking, variance analysis

Stage Founder Seed Series A Series B

Company Size

Founding 1-3 Employees

Pre Revenue 4-10 Employees

Venture Backed & Institutional 10-25 Employees

Growing Customer Base 25+ Employees

Service Needs

Cash Management

Back Office Bookkeeping
Financial Reporting

Monthly financial reporting package, Dashboard

Investor Management
Strategic Growth Plan
Resource Planning & Optimization
KPI Reporting

Special Projects

Accounting system Selection

Financial projections

Systems implementation
A/P, A/R, Inventory

Systems conversion
Business Intelligence & Reporting
Audit Preparedness
Term loan and LOC evaluation

Accounting Software

Excel

QBO
Xero

QBO
Xero
Intacct

QBO
Xero
Intacct
Netsuite
Industry Specific ERP

Strategic Support

Monthly accounting close
Strategic insights and performance analysis
Monthly financial review with executive management
BOD reporting, KPI benchmarking, Investor Relations, Lender Covenant compliance

“Besides my partner and I, Joe is the person we are calling about anything. Whether we’re buying equipment, or dealing with employee relations, he’s definitely involved in every senior level decision. He’s our first go to…”

DON TERWILLIGER, PRESIDENT, DIGITAL COLOR CONCEPTS

How can our CFO Advisory team help you today?



Copyright 2020, Wiss & Company, LLP Accountants & Consultants. All rights reserved.