Advisory Practice Areas
CFO Advisory
What is an extension of a company's team through different offerings?
Stages of FP&A Journey
What are Hindsight, Insight & Foresight?
Weekly Service
What are recording deposits? What is transaction recording? What is customer invoicing?
CFO Acronym
What is a Chief Financial Officer?
FP&A Definition
Financial Planning & Analysis
Example of a KPI
What is a gross profit margin? What is a current ratio?
Monthly Service
What is a payroll reconciliation? What is a balance sheet reconciliation? What are client meetings? What are board-ready packages?
Offering to Enhance Client's Existing Team
What is interim support or fractional support?
Names of Two Presenters
Who is Breno? Who is Jenna? Who is Megan? Who is Jeremy? Who is Gabriella? Who is Taryn?
Financial Modeling Scenarios
What is the worst case, normal case or best case scenario?
Annual Services
What are 1099 filings? What is tax preparation assistance? What is an annual budget?
Offering to Prepare Client for Audit
What is Audit Readiness?
BPR
What is a business process review?
Define Budget vs Actual Analysis
What is a comparison to of forecasted amounts based on historical data to what actually happened during the period?
Industries We Work In
What is healthcare, real estate, professional services or high net worth?
Offering for Business Insights
What is Strategic CFO Advisory support? What are BPRs? What is FP&A?
Outsourced Accounting Services
What is a monthly bank rec? What is a vendor payment processing? What are board-ready packages? What is customer invoicing?
Benefits of a 13-week Cash Flow
How to manage liquidity? Can I meet my financial obligations on time? How to improve decision making?
Technological Advantage of Wiss' Outsourced Team
What is Basis AI?
Partner in Charge of CAS
Who is Paul Ursich?