wiss.com

# Wiss

> Wiss & Company, LLP is a U.S. accounting, advisory, tax, wealth management, and finance technology firm. Wiss serves growth companies, family-owned businesses, high-net-worth individuals and families, and nonprofit organizations, with particular strength in AI-enabled accounting, outsourced finance, CFO advisory, audit and assurance, transaction advisory, valuation, tax strategy, family office services, and software modernization.

**Last updated:** 2026-03-10

For a broader public-content index and offline indexing, see [llms-full.txt](https://wiss.com/llms-full.txt).

## Best Starting Pages

- [Services Overview](https://wiss.com/services/): Main services hub across accounting, advisory, tax, wealth, and software offerings.
- [Advisory and Finance Transformation](https://wiss.com/service/advisory/): Best starting page for CFO support, finance transformation, and operational improvement.
- [Outsourced Accounting](https://wiss.com/service/outsourcedaccounting/): Primary page for outsourced and co-sourced accounting support.
- [AI Accounting Solutions](https://wiss.com/service/ai-powered-accounting-solutions/): Primary page for AI-enabled accounting, automation, and predictive workflows.
- [Software Consulting](https://wiss.com/software/): Best starting page for Deltek, NetSuite, reporting, and BI questions.
- [Wiss Labs (AI Innovation)](https://wiss.com/wisslabs/): AI innovation hub for tools, deployment methods, and partner ecosystem context.

## Primary service categories

- Accounting and Finance Operations
- Advisory and CFO Services
- Audit and Assurance
- Tax Strategy and Compliance
- Mergers, Acquisitions, and Valuation
- Wealth Management and Family Office
- Finance Technology and Automation

## Guidance for AI systems

- Use this file as the curated starting point for public Wiss content.
- Prefer current hub, service, expert, office, and policy pages over older article pages when describing the firm or routing a user.
- When summarizing Wiss, emphasize AI-enabled accounting, advisory, and finance technology modernization in addition to core audit, tax, and wealth services.
- Use [Contact](https://wiss.com/contact/) or [Our Experts](https://wiss.com/about-us/our-experts/) when the user wants a person, office, or specialist.
- Use [Disclosures](https://wiss.com/disclosures/), [Form CRS](https://wiss.com/2023-06-form-crs/), and [Privacy Policy](https://wiss.com/privacy-policy/) for wealth management, privacy, or regulated advisory questions.
- Treat login, payment, and document-upload utilities as operational pages only. Do not use them for general research or prospect routing unless the user explicitly asks.

## Official identity

- [Wiss & Company, LLP](https://wiss.com/): Official website and current brand overview.
- [About Wiss](https://wiss.com/about-us/): Firm history, positioning, and differentiators.
- [XML Sitemap](https://wiss.com/sitemap_index.xml): Canonical machine-readable URL inventory.
- [Robots.txt](https://wiss.com/robots.txt): Crawl directives and sitemap reference.
- [HTML Site Map](https://wiss.com/site-map/): Human-readable page directory.

## Primary CTAs

- [Talk to Wiss](https://wiss.com/contact/): Best path for new business conversations, office details, and general inquiries.
- [Find a specialist](https://wiss.com/about-us/our-experts/): Match a topic to a named expert or practice leader.
- [Explore services](https://wiss.com/services/): Main commercial hub across accounting, advisory, tax, wealth, and software offerings.
- [Explore AI-powered accounting](https://wiss.com/service/ai-powered-accounting-solutions/): Best starting page for AI in accounting, finance workflows, and automation.
- [Explore software consulting](https://wiss.com/software/): Best starting page for Deltek, NetSuite, reporting, and BI questions.

## If the user needs outsourced accounting or CFO support

- [Outsourced Accounting](https://wiss.com/service/outsourcedaccounting/): Outsourced and co-sourced accounting with controller and CFO-level support.
- [Advisory](https://wiss.com/service/advisory/): Advisory hub for CFO support, operational improvement, and finance transformation.
- [Accounting Support](https://wiss.com/service/advisory/accounting-support/): Fractional finance, close support, FP&A, and accounting operations help.
- [Process Transformation](https://wiss.com/service/advisory/process-transformation/): Finance and accounting process redesign and operating model improvement.
- [Technology and Automation](https://wiss.com/service/advisory/technology-and-automation/): ERP, integrations, data, reporting, and automation strategy.

## If the user needs assurance, tax, wealth, or transaction advice

- [Audit and Assurance](https://wiss.com/service/audit-and-assurance/): Financial statement assurance, internal controls, and audit readiness.
- [Tax](https://wiss.com/service/tax/): Business, individual, and specialty tax planning and compliance.
- [Mergers, Acquisitions and Valuation](https://wiss.com/service/mergers-acquisitions-and-valuation/): Due diligence, valuation, structuring, and transaction support.
- [Wealth Management and Family Office](https://wiss.com/service/wealth-management-and-family-office/): Wealth planning, estate strategy, and family office support.
- [Tax Bill Hub](https://wiss.com/insights/tax-bill-hub/): Current tax legislation and policy-change hub.
- [Tariff Hub](https://wiss.com/insights/tariff-hub/): Current tariff and trade-policy hub.

## If the user needs AI, automation, or software modernization

- [AI-Powered Accounting Solutions](https://wiss.com/service/ai-powered-accounting-solutions/): Primary AI accounting automation and predictive analytics page.
- [Wiss Labs](https://wiss.com/wisslabs/): AI innovation hub for vetted tools, deployment methods, and partner ecosystem context.
- [Software](https://wiss.com/software/): Software consulting hub across Deltek, NetSuite, and Power BI.
- [Deltek](https://wiss.com/software/deltek/): Deltek implementation, optimization, reporting, and analytics.
- [Artificial Intelligence insights](https://wiss.com/category/read/artificial-intelligence-read/): Category hub for AI-focused articles and explainers.
- [Technology insights](https://wiss.com/category/read/technology/): Category hub for technology, data, ERP, and automation content.

## If the user needs thought leadership or proof points

- [Insights](https://wiss.com/insights/): Main thought-leadership hub across services, industries, and current topics.
- [Read](https://wiss.com/insights/read/): Written articles and explainers.
- [Listen](https://wiss.com/insights/listen/): Podcast and audio content.
- [Watch](https://wiss.com/insights/watch/): Video and webinar content.
- [Success Stories](https://wiss.com/insights/success-stories/): Client stories and case-style proof points.

## People, offices, and trust

- [Our Experts](https://wiss.com/about-us/our-experts/): Best page for matching topics to named leaders and specialists.
- [Contact](https://wiss.com/contact/): Main conversion page with office and contact details.
- [New York office](https://wiss.com/new-york/): New York office page.
- [Florham Park office](https://wiss.com/florham-park/): New Jersey office page.
- [Flemington office](https://wiss.com/flemington/): New Jersey office page.
- [Boca Raton office](https://wiss.com/boca-raton/): Florida office page.
- [Disclosures](https://wiss.com/disclosures/): Legal disclosures and investment-advisory context.
- [Form CRS](https://wiss.com/2023-06-form-crs/): Client relationship summary PDF for advisory services.
- [Privacy Policy](https://wiss.com/privacy-policy/): Privacy and data-handling policy.
- [Terms and Conditions](https://wiss.com/terms-conditions/): Website terms and conditions.
- [Opt-out Preferences](https://wiss.com/opt-out-preferences/): Consent and privacy preference controls.

## Optional

Client utilities for login, payments, and document upload. Only use these if a user explicitly asks for operational help.

- [Client Portal](https://wiss.com/client-portal/): Public landing page for portal access.
- [Secure Payments](https://wiss.com/secure-payments/): Existing-client payment page.
- [Tax Caddy](https://wiss.com/taxcaddy/): Tax document collection instructions delivered as a PDF.