What Makes Wiss CFO Advisory the Best in Class

February 21, 2023


By Paul Ursich

When running a successful business, almost every decision includes a financial element. Whether you’re planning to recruit new team members, restructure departments, implement new technology, or even change the brand of coffee in the breakroom, it impacts the business’s financial health.

Add to that the everyday needs of bookkeeping and accounting, financial reporting, and strategic planning, and it quickly becomes apparent that financial leadership is a big job.

For growing middle-market businesses that may need more time to hire full-time financial executives, a CFO Advisory partnership provides expert guidance that is completely customizable. At Wiss, our team of knowledgeable professionals is prepared to handle the day-to-day financial needs of your business and serve as trusted advisors when unexpected questions arise.

A CFO Advisor or advisory team can be involved in the business as little or as much as is necessary, depending on the size and stage of the client, as well as on their unique financial needs. But no matter the scope of the partnership, it’s critical to choose an advisor who is well-equipped to support the health and growth of the business.

Here are the essential things to look for in a CFO Advisory partner:

Expertise in your industry 

The financial needs of a business are more than one-size-fits-all. Each industry carries specific requirements for financial tracking and reporting, taxes, governance, insurance, and best practices. 

Choosing an advisory partner like Wiss gives you access to a “deep bench” of experts in multiple industries, which means there will always be someone on your team who has experience tackling the situation. 

Flexibility to respond to immediate demands

Even the best-prepared businesses encounter surprises or find themselves in situations that require sound financial guidance ASAP. 

Our advisors are available to be onsite to provide leaders support when it matters — often on the same day that a crisis hits. 

Deep knowledge of your business and its needs

The key to a successful partnership is a deep understanding of the people and processes that drive your business. While your CFO Advisor may only work with your team part-time, they should be just as closely acquainted with your company and its operations as any full-time executive.

Wiss advisors invest ample time into learning the ins and outs of your business, so they can strengthen processes from the ground up and make informed decisions about the company’s future.

The ability to scale as the business grows

A growing business has different service needs at various stages, and the best advisory partnerships understand how to scale support across the entire company lifecycle.

At Wiss, we are equally prepared to partner with small offices on bookkeeping and financial reporting. We work with large, established companies whose needs skew more toward strategy and optimization. We also work with early-stage startups, whether the founding team is just getting things off the ground or they’ve successfully grown their dream into a Series B-funded reality.

A collaborative approach

Partnering with a great CFO advisor is like adding another partner to your leadership team. Rather than dictating new directions or bringing in practices from outside the business, the advisor is there to co-create your company’s future through collaboration and shared ideation.

Many of our CFO Advisory clients find that they involve their advisory team in most, if not all, of their senior-level decisions. These experts quickly become go-to advisors in the organization because of their experience, strategic insight, and connections to the collective knowledge of the Wiss team.

With a CFO advisor on your team, your business can build a robust financial infrastructure to support growth and prepare your company for whatever lies ahead.

Questions or concerns? Reach out to a Wiss team member for more information or assistance.


Reach out to a Wiss team member for more information or assistance.

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