About Wise Consulting
Gain the Financial Clarity to Drive Your Profitability Growth
Whether you’re a business, business broker, or nonprofit, every decision—hiring, pricing, expansion, financing, or an exit—depends on financials you can trust. Too often, owners and their executive teams are asked to act on incomplete or misleading numbers prepared only at tax time. This erodes confidence, hides margin opportunities, and weakens your position with your stakeholders.
Wise Consulting delivers reliable monthly financials and a hands-on partnership to help you navigate business complexity and ensure your numbers tell the right story. We reconcile what’s missing, surface the “why” behind the numbers, and translate results into a stakeholder-ready story—so you can run stronger today and be ready for financing, growth, or a sale tomorrow.
Wise Consulting partners with you in a way that complements your staff, bank, CPA firm, and business broker, helping you gain more value from them.
Navigating Unclear or Unreliable Financials: we identify root causes (e.g., inventory valuation, mapping, closing/account structure) and close gaps so management can operate with confidence—even while we improve systems
Financing Challenges: we prepare lender-ready packages and help you understand how banks will interpret your debt service coverage ratio and trends—before you apply
Operational Blind Spots: proper reconciliations and reporting reveal margin levers, cost leakage, and pricing or quality issues that drive profitability
Stakeholder Mistrust: we equip you to communicate clearly with lenders, investors, auditors, vendors, employees, brokers, and buyers
Inventory Over/Undervaluation: we define ranges and improve accuracy; if inventory is overstated, the cost of goods sold (COGS) may be understated (and vice versa). We clarify period impacts so leaders can see true margins
One-Time items: we flag and explain non-recurring transactions (e.g., true-ups, credit memos, catch-up entries) to prevent the misinterpretation of results
Due Diligence Surprises & Failure: we remediate issues early so deals aren’t derailed and valuation holdss
Problems We Solve
What We Do
Bookkeeping & Accounting: clean, monthly closes you can rely on—built to support your CPA and compliance needs
Fractional CFO Services: forecasts, budgets, pricing/margin work, cash flow modeling, lender packages, board materials, and decision support.
Transaction Readiness (Buy/Sell-Side): we’ll provide broker/CPA/bank-ready financials, quality of earnings support, and deal documentation that tells the right story
Financial Clarity & Reporting we provide GAAP-“aware” reporting, key performance indicators (KPIs), dashboards, and variance explanations your team (and stakeholders) can actually use
Nonprofit Expertise: we can migrate you away from legacy accounting software to QuickBooks Online for Nonprofits, coordinate audit, provide grant compliance visibility, and ensure credit-card/program setups integrated to the books; this helps nonprofits replace multiple in-house roles with a right-sized monthly engagement that saves tens of thousands annually while improving controls and reporting
Post-Sale Support (“family-office-style”): after a successful exit, we will help you manage your wealth by structuring new business entities, handling your accounting needs, and coordinating with your CPA, attorney, and wealth advisor so they have what they need to serve you effectively
Side-by-Side Execution: more than just advising, we will help implement new processes, clean up legacy data, and integrate systems
Stakeholder Coordination: we provide the numbers needed by your CPA, attorney, wealth advisor, banker, auditor, and business broker, and ensure your accounting is aligned with them
Right-Sized Team: you will get senior-level experience with scalable support
How We Partner
Financials You Can Trust: issued monthly, explained clearly
We Work Through Complicated Situations with You: payroll, cash flow forecasting, having healthy financial ratios, inventory valuation, equipment amortization, sales/use tax, audits, compliance, sell-side due diligence, and more
Proactive Risk Reduction: process and control improvements that help prevent costly mistakes
Best Financial Light: numbers and narratives that stand up to lenders, auditors, buyers, and boards
Our Promise to You
Every business has a story. We make sure your financials tell the right one. Speak with one of our team members about our free financial assessment as the first step for you to gain financial clarity.