TRUST YOUR NUMBERS
Accounting Outsourcing & Fractional CFO Services
Wise Consulting will prepare your financials so you can make decisions with confidence
-
Accounting Support
Let us help you with payroll, AP, AR, 401(k), workers’ compensation, 1099 reporting, inventory, and monthly reconciliations so your numbers match and tell the real story.
-
Financial Clarity
Get the financial statements and reporting you need to understand your numbers and how to increase your profitability and business value with our fractional CFO service.
-
Buy & Sell-Side Due Diligence
Understand the value of businesses you want to buy, and successfully pass buy-side due diligence when it’s time for you to sell so that you get the best offer and close.
Who We Serve
-
Business Owners
Get the accounting and financial support you need to ensure the accuracy of your numbers. Monthly financial reporting will help you understand the story they’re telling you.
-
Referral Partners
Partner with us if you’re a commercial lender, CPA, banker, attorney, insurance agent, or other trusted advisor and we will provide the financial clarity your clients need to make good decisions.
-
Business Brokers
Gain the insight you need to qualify new clients by understanding their financials and adjusted seller discretionary earnings (SDE). Close more sales with financials that put your clients’ value in the best light.
How Wise Consulting Works
Financial Assessment
Accounting Support
Monthly Reconciliations
Monthly Financials
Financial Advice
Financial Clarity
Testimonials
“Money has arrived!”
Food Manufacturer after receiving wire transfers from the membership interest sale
We provided sell-side due diligence, exit planning, operational accounting, and financial reporting.
“I brought him on because none of us knew how to run the books for a multi-brand manufacturing facility, especially with the different contracts. I knew this would be an accounting nightmare. He has been a tremendous help!”
Manufacturing Client
We provided financial reporting, accounting, bookkeeping, and IT system support.
“Great and productive day!”
Glass Product Distributor
This engagement encompassed inventory reporting challenges dating back 2 years. After analyzing the client’s systems and reporting challenges, we agreed to a strategy and delivered improved accuracy to the financial statements on a recurring basis.