Company Performance Metrics
- Matt Barbieri: Partner, Commercial Middle Market
Jake Block: Business Development
Wiss provides accounting, advisory, and financial management services using technology to support decision-making. The company delivers services across audit and assurance, tax planning and compliance, transaction advisory, and wealth management, serving privately held and investor-backed businesses.
Its offerings include outsourced accounting,
CFO advisory, and financial strategy support, alongside guidance for mergers, acquisitions, and capital activities. The firm also develops technology-focused solutions such as system integration, automation, and AI-enabled financial analysis to improve operational workflows and reporting accuracy.
Wiss combines financial expertise with data-driven insights to help organizations manage risk, optimize financial processes, and align financial planning with broader business objectives.
