TRUST YOUR NUMBERS
Accounting Outsourcing & Fractional CFO Services
Diving into the details, to ensure execution of your strategy with confidence
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Accounting Support
Helping guide payroll, AP, AR, 401(k), workers’ compensation, 1099 reporting, inventory, and monthly reconciliations so your numbers match and tell the real story.
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Financial Clarity
Expert financial statement reporting and Information System knowledge, to help Management Teams and Stakeholders with compliance and strategy.
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Buy & Sell-Side Due Diligence
Understand the risks of a business you want to acquire, and what adjustments may be needed during transition. We’re seasoned experts at M&A.
Plan for your sale in order to create a liquidity event. Having a transition plan is a great way to prepare for your exit, and our team can be instrumental in helping guide your exit, and helping the new owner.
Who We Serve
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Business Owners
Reliable, monthly financial reporting, thoroughly and thoughtful put together with your strategy as the guide.
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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.
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Business Brokers
Deep insight into your deal, so that Seller discretionary earnings (SDE) are clear. Keep deals moving in the right direction, and cast 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.