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Wiss

Wiss

Accounting

New York, NY 35,748 followers

AI-Enhanced Accounting, Advisory, Assurance, Tax, and Wealth Management Services

About us

At Wiss, we believe there’s more to accounting than just balancing the books. For over 50 years, we've partnered with privately held, investor-backed companies and family-run businesses to help them achieve and sustain financial success. We’re proud to be recognized among the IPA Top 100 Firms, USA Today’s Most Recommended Firms, and Accounting Today’s Fastest Growing Firms—a testament to our commitment to excellence and client success. Our mission is simple yet powerful: to empower businesses and families by building practical frameworks around accounting, tax strategies, family office services, and wealth management. From startups to established enterprises, we provide support through every stage of a lifecycle—helping you overcome obstacles and unlock growth opportunities. With a focus on the middle market, we offer everything from advisory and assurance services to advanced accounting solutions powered by AI and data analytics. This future-forward approach ensures that our clients benefit from smarter and faster financial insights. But we’re more than just numbers. At Wiss, we foster lasting relationships by offering white-glove, service-focused solutions tailored to your unique needs. When you choose Wiss, you’ll find a team that’s not only invested in your financial outcomes but in the stories that drive your success. Our vibrant culture reflects our commitment to our clients, employees, and community. Through social impact initiatives, we work to create lasting change within local neighborhoods while supporting the growth and development of our team. When you’re ready to elevate your business, we’re here to help. Together, we can chart a path toward a sustainable, thriving financial future. Discover the Wiss difference—connect with us today! 🎙️ This Week In Accounting AI — our podcast on the future of finance and AI: https://open.spotify.com/show/4ijxY8O6AUtw1StTT0aYPH

Website
http://www.wiss.com
Industry
Accounting
Company size
201-500 employees
Headquarters
New York, NY
Type
Privately Held
Founded
1969
Specialties
Accounting, CFO Advisory, Wealth Management, Estate Planning, Business Strategy, CFO Advisory, Digital Strategy, Data, Analytics, Automation, Business Process Review, Process Improvement, Software Selection, Project Management, Recruiting, Mergers & Acquisitions, Litigation Support, Matrimonial, Valuation, and Tax

Locations

Employees at Wiss

Updates

  • View organization page for Wiss

    35,748 followers

    New from the IRS: manufacturers, refiners, and producers may now be eligible for 100% first-year depreciation on qualifying U.S. production facilities under Section 168(n). But the details matter. Strict construction timelines, placed-in-service rules, and a 10-year recapture period all apply. IRS Notice 2026-16 is already in effect. Kevin Gehrmann, CPA breaks down what you need to know 👉 https://hubs.la/Q048XRgH0

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  • View organization page for Wiss

    35,748 followers

    Forget the "AI will replace you" story. Our Advisory Partner Paul Ursich, CPA shares why the professionals with the most experience are becoming AI's biggest advocates. 👇

    51% of professionals 50+ say AI's benefits outweigh the risks. 24% say they're excited about it at work. Meanwhile, younger team members are taking longer to adopt. Turns out experience, not age, predicts who sees AI as leverage instead of threat. When you've spent 20 years identifying bottlenecks, you know exactly where technology fits. https://hubs.la/Q0483L9s0

  • View organization page for Wiss

    35,748 followers

    What actually shipped at your firm last week? James Duffy's question cuts to the core of why some firms are pulling ahead, and why the gap is only getting wider: https://lnkd.in/dRdRZyGV

    Question for firm leaders: What actually shipped at your firm last week? Not what's in the roadmap. Not what you're "exploring." What went live? The gap between firms that move quickly and firms that don't is widening fast. Speed itself has become the differentiator. https://hubs.la/Q0483P6C0

  • View organization page for Wiss

    35,748 followers

    Paul Peterson, Matt Barbieri, and Nick Buccelli, CPA, MBA sat down on The Accounting Disruptors podcast to dig into the questions that matter most right now: How do we build smarter finance functions? What do modern firms actually owe their people? And what does it take to win the next decade? If you're a CFO, controller, or business owner rethinking how your accounting function operates, this one's worth your time. 🎙️ Link to the latest episode in the comments.

    Accounting is intelligence. When done well, it's one of the most powerful assets a business has. The industry has known this for years. But the tools never caught up. So accountants did what accountants do: they worked harder, moved faster, and absorbed the gap themselves. That's not a personal failing. It's a structural one. AI is finally changing that. The opportunity isn't just automation. It's building an accounting function that actually thinks alongside the business. What does that look like? What do modern firms owe their people? And who wins the next decade? Those are exactly the questions I sat down to explore with my Wiss colleagues Matt Barbieri and Nick Buccelli, CPA, MBA on The Accounting Disruptors. If you're a CFO, controller, or business owner rethinking how your finance function operates, this one's worth your time. Link in the comments!

  • View organization page for Wiss

    35,748 followers

    We're seeking a Tax Partner with deep real estate expertise to join our AI-optimized firm, where innovation meets high performance. Work alongside Wiss Labs and cutting-edge technology to deliver strategic advisory services that position clients for long-term success while shaping the future of our industry. Learn more and apply today 👉 https://hubs.la/Q047CVSP0

  • View organization page for Wiss

    35,748 followers

    Join Wiss CEO Paul Peterson, Tech Practice Partner Matt Barbieri, and Wiss Transformation Lead Nick Buccelli for a candid conversation about what it actually looks like to implement AI inside a real accounting practice, from the inside out. What We'll Cover: - Why bookkeeping and accounting are not the same thing, and why that distinction is the key to understanding where AI fits - What Nick saw in his first 90 days working with Basis, and why 90% of the AI vendors they evaluated had zero actual AI - How Basis changed the question from "how does technology help us complete our workflows?" to "how do we update our workflows to meet the technology?" - The real story of co-sourcing: why it's not outsourcing, not fractional hiring, it's an intelligence product - What "continuous truth" means in practice, and why real-time margin visibility changes how businesses make decisions This Session Is For: - CFOs and Directors of Finance who are drowning in operational work and can't get to the advisory function - Business owners evaluating whether their accounting department is actually ready for AI - Controllers and accounting leaders who've been handed more expectations without more tools - Anyone who's been told to "bring us AI" and had no idea where to start This is not a demo. It's a real conversation between practitioners who've been through the slog , from wrapper software on top of QuickBooks to a fully integrated AI platform, and can tell you exactly what changed, what didn't, and what's coming next. The Bottom Line: The grinding is going away. What's left is pure expertise. This episode is about what accounting looks like when the people doing it finally have the right equipment, and what that means for the businesses they serve.

    The Grind Is Gone: An Inside Look at AI-Powered Accounting with Basis

    www.linkedin.com

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