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.

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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