Wiss: Leading the Way in CAS

In the vibrant community of Florham Park, NJ, Wiss is making a significant impact in the Client Advisory Services (CAS) sector. Founded in 1969, this innovative firm has been recognized as one of Woodard’s Top 50 CAS Practices. Known for its commitment to technology-driven client service and forward-thinking approach, Wiss is setting new benchmarks in the industry.  

Core values that drive success   

At Wiss, values are not just words; they are the DNA of the firm. Integrity, comprehensive service, expertise, trustworthiness, and impactfulness guide every client interaction. The team prioritizes client success and long-term prosperity, ensuring they are more than just accountants, they are trusted partners invested in their clients' futures.   

A dynamic team with diverse expertise   

With a robust team of 330 professionals, Wiss specializes in serving middle-market, privately owned businesses, founders, and venture capitalists. Their core CAS services include Business Intelligence and Transformation, CFO Advisory, Outsourced Accounting, and Recruiting. This expertise allows them to offer tailored solutions that empower clients to achieve sustainable growth.   

Leading through strategic technology partnerships

Wiss continues to build on a growing ecosystem of strategic technology partnerships designed to redefine what’s possible in accounting. Among the most prominent are Basis and Rillet—AI-driven platforms that bring intelligence, automation, and connected data into how the firm operates and collaborates with clients. These relationships represent a deliberate shift toward an AI-empowered way of working—one that amplifies the expertise of Wiss’s people, deepens the firm’s co-sourced service model, and drives new levels of client value and impact. As the firm continues to collaborate with forward-thinking partners across the industry, Wiss is shaping a model for how technology and human insight can work together to move the profession into its next era.   

Transforming client success stories   

Wiss's impact is exemplified by their work with a global manufacturer in crisis mode. Faced with staffing upheavals and outdated workflows, the client needed more than temporary solutions. Wiss embedded their team, stabilized operations, and optimized processes, transforming the client’s accounting function into a growth-ready engine. The transformation was remarkable: seamless accounting operations despite major staffing upheaval, reliable tax support with zero compliance issues, flexible team coverage that scaled with their needs, and dramatically improved efficiency through process automation.   

Today, their accounting department runs with the same precision as the innovative products they manufacture. What began as an emergency response evolved into an ongoing partnership that turned their greatest vulnerability into a competitive strength. This story highlights Wiss’s dedication to empowering clients through strategic innovation.   

Recognized for excellence   

Wiss's achievements have been widely recognized. Their inclusion in the Top 50 CAS Practices is a testament to their commitment to excellence and innovation. Nicolas Kopp, CEO of Rillet, praised Wiss as a firm "truly thinking ahead," underscoring their reputation among fintech leaders.   

Innovation and community at the core   

Innovation is at the heart of Wiss’s operations. By leveraging AI and automation, they enhance efficiency and deliver exceptional value. Their in-house R&D team, The Wiss Lab, ensures continuous improvement without disruption, keeping clients at the forefront of industry advancements.   

Community engagement is equally important. Wiss fosters a collaborative environment, building lasting partnerships with clients and contributing positively to the local community. This community-driven approach enhances client satisfaction and contributes to the firm’s overall success.   

A bright future ahead   

Wiss continues to inspire with its blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to empowering clients and fostering a positive community remains unwavering. Their approach to building lasting relationships by becoming deeply embedded in clients' businesses transforms them from consultants into indispensable team extensions. 

Wiss advises firms to build relationships designed to last decades, not billing cycles. They earn trust through transparent guidance that sometimes means recommending less, not more. This long-term thinking reframes the accountant’s role from transactional service provider to strategic partner who understands not just the numbers, but the story behind them. In doing so, Wiss not only strengthens client outcomes but also elevates the role of CAS professionals in the broader business landscape.

 For more information about Wiss and its services, visit its website at wiss.com.   

This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.     

This article was written with the assistance of AI and edited by a human.