Advisory Practice Areas
CFO Advisory
What is an extension of a company's team through different offerings?
FP&A Definition
Financial Planning & Analysis
Weekly Service
What are recording deposits? What is transaction recording? What is customer invoicing?
Service Offerings
Outsourced Accounting Services
What is a monthly bank rec? What is a vendor payment processing? What are board-ready packages? What is customer invoicing?
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?
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?
Audit Readiness Services
What is preparing technical memos and financial statements?
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?
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?