What services does Wise Consulting provide?

We specialize in outsourced accounting and fractional CFO services. Our offerings include monthly bookkeeping and reconciliation, financial statement preparation, internal controls, treasury management, buy- and sell-side financial due diligence, exit planning, and more.

Why would a business outsource its accounting?

There are many reasons: cost savings from not hiring a full in-house team, access to specialized expertise (e.g. treasury, due diligence, or transition planning), improved accuracy and timeliness of financials, and the ability to focus internal resources on strategic growth rather than day-to-day bookkeeping tasks.

How do you engage with a new client? What's the process?

Typically, we begin with a financial assessment to understand your current systems, processes, pain points, and strategic objectives. Then we implement or refine accounting support, reconcile your monthly finances, develop robust monthly financial reporting, and finally provide ongoing advisory and strategic support (“financial clarity”). Our approach is structured to build from foundation to insight to strategy.

Banking: Business Lending Support — Wise Consulting LLC

Wise Consulting consistently helps clients issue and review recurring financial statements, with the goal of helping borrowers adhere to bank covenants and ensure loan performance.

We can also help by preparing monthly borrowing bases and navigating A/R and Inventory challenges so the Bank can reduce its exposure.

Start with a Financial Assessment of Your Clients

If you are a lender and need assistance with a client’s loan request, contact us for a consultation.

Empowering Lenders

  
Consistent monthly reporting

Borrowing base completion

Proactive covenant management for credit quality compliance

Debt service coverage compliance

Trailing 12 month reporting

Deeper insight into adjustments, add-backs and one-time events to help clients navigate challenges.

Budgeting and Forecasting

Cash Flow Management

Contact us to learn more about accounting support for business lenders

Middle Market Business Lenders

We are former lenders who understand how to mitigate risk for banks and their clients

Start with a Financial Assessment of Your Clients

Frequently Asked Questions