Wiss

What Wiss does

Wiss is a New Jersey-headquartered accounting and business advisory firm founded in 1969, structured as Wiss & Company, LLP with two wholly-owned subsidiaries: Wiss Labs (AI innovation arm) and Wiss Private Client Advisors, LLC (a registered investment advisor). The firm operates six core service lines — Advisory, Audit & Assurance, Mergers/Acquisitions/Valuation, Outsourced Accounting, Tax Services, and Wealth Management & Family Office — and primarily serves privately held businesses, investor-backed companies, and family-run enterprises, with vertical specialization across CPG, construction, healthcare, manufacturing, real estate, and SaaS/tech. The IPA 500-ranked firm holds 17+ recent awards including Forbes Best-in-State CPAs, AICPA SOC4SO, USA Today Top Tax and Financial Adviser Firms, and Accounting Today Wealth Magnets, and is a BDO Alliance USA member. Two offices (Florham Park HQ and NYC) concentrate activity in the Northeast US market.

The firm has repositioned itself as technology-enabled with the Wiss Labs AI Innovation Engine at the center. Core technical capabilities include AI-native outsourced and co-sourced accounting delivery, a Co-Sourced Accounting Sprint model (six productized offerings with 39 AI skills delivered in 2-10 week engagements), AI Readiness Assessment for client finance functions, certified implementation partnerships across NetSuite, Sage Intacct, Deltek (Authorized Partner and 2024 Consulting MVP), Yardi, QuickBooks, and Rillet (Strategic Partner), plus strategic AI platform bets on Abacus, Aiwyn, Artifact, Basis, Copilot, and Tabs. The firm has evaluated 150+ AI platforms and deployed 9 in production across live accounting close cycles.

Revenue is generated through professional services fees across audit, tax, advisory, and M&A engagements; managed services revenue from fully outsourced or co-sourced finance functions delivered with CFO-level expertise; and wealth management fees from the WPCA subsidiary. Go-to-market is sales-led through direct consultative engagement targeting CFOs, controllers, founders, and CEOs of mid-market privately held and investor-backed businesses. Services are quote-based with no public pricing, and distribution is exclusively direct, without intermediaries or resellers.

Name

Wiss

Legal name

Wiss & Company, LLP

Website

https://wiss.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

101–250 employees

Short description

Wiss is a 55-year-old New Jersey-headquartered accounting and advisory firm serving privately held, investor-backed, and family-run mid-market businesses with six core service lines spanning advisory, audit, tax, M&A, outsourced accounting, and wealth management, augmented by the Wiss Labs AI innovation arm.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Management, Scientific, and Technical Consulting Services (5416), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI)

Keywords

• Accounting services
• Outsourced accounting
• Tax advisory
• Audit assurance
• Wealth management

Headquarters

HQ city

Florham Park

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Advisory Services: Provides expertise and guidance facilitating swift financial closure, timely data delivery, and actionable business insights including accounting support, process transformation, recruiting, and technology and automation services.
2. Audit & Assurance: Delivers independent financial statement analysis with attest services including audit, review, compilation, agreed upon procedures, and employee benefit plan audits.
3. Mergers, Acquisitions & Valuation: Provides due diligence, capital structure advisory, post-transaction integration, tax strategy and structuring, valuation, and M&A advisory services through Wiss Capital Advisors.
4. Outsourced Accounting: Fully managed or co-sourced accounting and finance solutions delivering CFO-level expertise, seamless operations, and AI-driven insights. Includes day-to-day transactions, monthly close, and strategic advisory.
5. Tax Services: Tax guidance, strategy, and preparation services for companies and individuals including business services, high net worth individual tax service, compliance, and estate planning.
6. Wealth Management & Family Office: Comprehensive wealth management including investment management, estate planning, financial and tax planning, family office services, and private foundations and charitable planning.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels9 records

Core offering

Wiss is a 55+ year old accounting and business advisory firm providing six core service lines: Advisory, Audit & Assurance, Mergers/Acquisitions/Valuation, Outsourced Accounting, Tax, and Wealth Management & Family Office. The firm also delivers software consulting and implementation for major ERP platforms (NetSuite, Sage Intacct, Deltek, QuickBooks, Yardi, Rillet) and has built an AI innovation arm (Wiss Labs) that deploys 9 AI platforms in production to power outsourced and co-sourced accounting engagements.

Product overview

Wiss is a full-service accounting and business advisory firm that operates as a unified platform combining core accounting services with technology consulting and AI-powered innovation. The portfolio includes six core service lines (Advisory, Audit & Assurance, Mergers/Acquisitions/Valuation, Outsourced Accounting, Tax, and Wealth Management/Family Office) supplemented by software consulting practices for NetSuite, Sage Intacct, Deltek, QuickBooks, Yardi, and Rillet. The Wiss Labs sub-brand extends the offering with AI-native outsourced and co-sourced accounting products including the flagship 'Outsourced Accounting powered by Wiss Labs' (supporting NetSuite, Sage Intacct, QuickBooks Online), the Wiss x Rillet Founders Platform for early-growth companies, Outsourced for Professional Services (Deltek), and Outsourced for Real Estate (Yardi). Co-sourced accounting sprints offer targeted support across AP workflow, close acceleration, data insights, workforce transformation, ERP health, and audit readiness. The ecosystem integrates with 18+ third-party platforms spanning ERPs, payment/billing, payroll, BI/analytics, and AI tools.

Differentiator

Problem solved

Functional benefit

Brands

• Wiss Labs: AI innovation arm of Wiss providing intelligent accounting solutions including outsourced accounting, co-sourcing support, and AI readiness assessment for ambitious companies.
• Rillet Strategic Partnership
• Wiss Private Client Advisors (WPCA)

Products and services

• Advisory Services Expert guidance and consulting for businesses including process transformation, recruiting, technology and automation services, fractional/interim/permanent CFO services, and accounting department transformation.
• Audit and Assurance Independent financial statement analysis and validation including audit, review, compilation, agreed-upon procedures, employee benefit plan audits, and audit readiness support.
• Mergers, Acquisitions and Valuation Full-spectrum M&A advisory through Wiss Capital Advisors, including due diligence, capital structure advisory, post-transaction integration, tax strategy, valuation, and merger/acquisition advice.
• Outsourced Accounting Fully managed or co-sourced accounting and finance solutions delivering CFO-level expertise, AI-driven insights, and scalable capacity including day-to-day transactions, monthly close, financial statements, cash flow forecasting, and audit readiness for mid-sized privately owned companies.
• Tax Services Tax compliance, planning, and advisory for businesses and individuals including business tax planning, high net worth individual tax, trusts and estates, and estate planning.
• Wealth Management and Family Office Comprehensive wealth management integrating investment management, estate planning, financial and tax planning, family office services, and private foundations and charitable planning for high net worth individuals and families.
• Rillet Implementation Services As a Rillet Strategic Partner, Wiss provides AI-native platform implementation, AI-powered close optimization, ASC 606 revenue recognition configuration, legacy ERP migration, co-sourced accounting, and investor/board reporting.
• Deltek Services Deltek Authorized Partner services including consulting, implementation, system optimization, data migration and integration, training, Deltek Vantagepoint setup, and reporting and analytics for project-based businesses.
• QuickBooks Consulting Custom Power BI dashboard development, data integration, report design and automation, training, and ongoing support for QuickBooks users.
• NetSuite Services NetSuite certified professionals providing implementation, system optimization, integrations and customization, Netgain implementation, nonprofit solutions, and outsourced administrator services.
• Sage Intacct Services Certified Sage Intacct implementation including multi-entity management, revenue recognition and billing configuration, system health and optimization, integrations, and reporting and dashboards.
• Yardi Services Consulting and implementation services for Yardi real estate accounting platform, supporting the Outsourced for Real Estate product within Wiss Labs.
• Outsourced Accounting powered by Wiss Labs Flagship outsourced accounting product built around managed delivery and Wiss Labs operating discipline, supporting NetSuite, Sage Intacct, and QuickBooks Online platforms.
• The Wiss x Rillet Founders Platform Modern reporting infrastructure and founder-friendly model for early-to-growth companies using Rillet with a modern UI.
• Outsourced for Professional Services Full invoicing and accounting for project-based businesses built around Deltek and InvoiceEdge delivery.
• Outsourced for Real Estate Deep real estate accounting delivery shaped around Yardi and broader Wiss expertise.
• Co-Sourced Accounting Products Six productized sprint-based offerings delivered in 2-10 weeks: AP Workflow & Spend Controls, Close Acceleration Sprint, WissIQ Data Insights, Workforce Transformation, ERP Health Check, and Audit Readiness + Controls.
• AI Readiness Assessment Evaluation of client data, systems, and team with a prioritized AI roadmap and clear ROI projections, delivered in 4-6 weeks with 6 AI skills.

Quantifiable outcome

• 27 percentage point increase in financial literacy assessment scores for students in community programs

Named customers2 records

Segments10 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration19 records

AI capability6 records

Feature5 records

Partnerships

19 partnerships are on record, tiered core, strategic bet, community, professional and educational.

• RilletcoreTechnology or Integration · 26 June 2025Wiss is a Rillet Strategic Partner, implementing and maximizing the platform's AI-native capabilities including automated close, real-time investor reporting, and revenue recognition (ASC 606). Wiss uses Rillet internally and has developed specialized expertise in Rillet implementation, AI-powered close optimization, revenue recognition, legacy ERP migration, co-sourced accounting, and investor/board reporting.
• DeltekcoreTechnology or IntegrationWiss is a Deltek Authorized Partner providing consulting, implementation, and ongoing support for Deltek's tools. Wiss has successfully implemented Deltek in its own business and was named Consulting MVP at Deltek ProjectCon 2024. Services include Deltek implementation, system optimization, data migration and integration, training and support, Deltek Vantagepoint setup, and reporting and analytics.
• NetgaincoreTechnology or IntegrationWiss is a certified Netgain implementation partner helping organizations use Netgain's NetSuite-native solutions to simplify complex accounting processes, strengthen close workflows, and extend ERP investment value. Netgain solutions include fixed assets, lease accounting, month-end close, and cash management.
• Oracle NetSuitecoreTechnology or IntegrationNetSuite is the world's most widely used cloud ERP. Wiss provides NetSuite implementation, system optimization, integrations and customization, NetSuite for nonprofits, and outsourced administrator services.
• Sage IntacctcoreTechnology or IntegrationWiss is a certified Sage Intacct implementation team with deployment across industries. Services include Sage Intacct implementation, multi-entity management, revenue recognition and billing, system health and optimization, integrations, and reporting and dashboards.
• YardicoreTechnology or IntegrationWiss provides consulting and implementation services for Yardi, particularly for real estate accounting operations within their Wiss Labs Outsourced for Real Estate product.
• Abacusstrategic betTechnology or IntegrationAbacus is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
• Aiwynstrategic betTechnology or IntegrationAiwyn is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
• Artifactstrategic betTechnology or IntegrationArtifact is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
• Basisstrategic betTechnology or IntegrationBasis is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
• Copilotstrategic betTechnology or IntegrationCopilot is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
• Tabsstrategic betTechnology or IntegrationTabs is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
• New Jersey DevilscommunityOthersWiss partners with the New Jersey Devils (NHL) to enhance financial literacy through an innovative curriculum, offering students engaging online activities and interactive games to develop essential financial skills. Through this partnership during the 2023-2024 school year, they reached 1,356 high school students across 15 schools.
• Team WalkercommunityOthersWiss partners with Team Walker, a non-profit offering academic and enrichment programs to Jersey City youth. Together they run a five-week financial literacy program at the Team Walker Learning Center, equipping approximately 70 students ages 11-13 with practical tools to understand budgeting, banking, taxes, and investing from 2023-2025.
• Kelley O'HaracommunityOthersWiss partners with two-time World Champion and Olympic medalist Kelley O'Hara to promote open conversations about financial literacy, emphasizing the importance of basic financial education for young people through collaboration aimed at empowering youth with knowledge and skills for managing money wisely.
• EverFi Financial Literacy ProgramcommunityOthersWiss partners with EverFi to deliver financial literacy curriculum to high school students through the NJ Devils partnership, including 249 students from 6 low-to-moderate-income schools.
• NJCPAprofessionalOthersWiss partners with NJCPA which serves the needs of CPAs, accounting professionals and students in public practice. Members are supported through educational resources, access to shared knowledge, and committees that serve their interests.
• EPIC Teacher's College Columbia UniversityeducationalOthersWiss partners with EPIC at Columbia University, a global interdisciplinary research center learning how to turn failure into success using scientific techniques and education to study the critical role that failure plays as a catalyst for innovation and career development.
• Princeton Innovation CentereducationalOthersWiss partners with Princeton Innovation Center to promote innovation, entrepreneurship, and partnerships that enhance Princeton's commitment to research, education and service.

Scale indicators7 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• BDO USA: Top-5 US accounting firm and Wiss's alliance partner. Provides full-service audit, tax, and advisory with national footprint and significantly larger scale, serving many of the same mid-market and PE-backed client segments.
• RSM US: Largest mid-market-focused accounting firm in the US, providing audit, tax, and consulting for privately held and PE-backed companies. A broader incumbent competing for similar mid-market client profiles at greater scale.

Emerging players

• Bench: AI-powered bookkeeping and accounting platform for SMBs. Competes with Wiss's Outsourced Accounting offering on price and automation, particularly for smaller clients in the SMB and CPG segments Wiss also serves.
• Kruze Consulting: Startup-focused accounting and CFO advisory firm. Directly competes for VC-backed company clients with a software-enabled, remote-first delivery model that targets the investor-backed segment central to Wiss's strategy.
• Pilot: Tech-enabled bookkeeping and accounting firm focused on startups and SMBs. Targets the same investor-backed segment as Wiss with a software-led delivery model that pressures traditional outsourced accounting pricing.

Direct peers

• CBIZ: National accounting and business advisory firm serving mid-market and privately held companies with tax, audit, advisory, and outsourced accounting services. Comparable scale and target client segments.
• Citrin Cooperman: Mid-market advisory and accounting firm headquartered in NYC with similar service offerings including outsourced accounting, tax, and business advisory for privately held companies and high net worth individuals.
• Marcum LLP: Top-20 US accounting firm providing audit, tax, advisory, and technology services with strong Northeast US presence. Direct competitor for mid-market and privately held company engagements with comparable service breadth.
• Withum: Mid-market accounting and advisory firm headquartered in Princeton, NJ with a comparable service mix across audit, tax, advisory, and outsourced accounting. Most directly comparable Northeast US peer of similar size and client profile.
• PKF O'Connor Davies: Northeast-based accounting and advisory firm with comparable size and service mix, including outsourced accounting and CFO advisory for privately held companies and family businesses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/wissllp
• YouTubeyoutube.com/channel/UCIIBP4zFhiVQlvGFPqq869A
• Facebookfacebook.com/wissllp
• LinkedInlinkedin.com/company/wissllp
• Instagraminstagram.com/wissllp

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wiss