AT A GLANCE

100 Campus Drive, Suite 400
Florham Park, NJ 07932
OUR EXPERTISE
Wiss provides tax consulting, CFO services, business advisory, outsourced accounting, wealth management, insurance, recruiting services, audit, reviews, compilations and tax compliance.

OUR CLIENTS
We work with family-owned real estate companies across New Jersey and New York — developers and owners managing everything from multifamily buildings to data centers, office properties, industrial spaces and retail.
TRANSACTION SPOTLIGHT
OUR GOAL IS TO BE A LEADING ACCOUNTING FIRM USING ARTIFICIAL INTELLIGENCE AND TECHNOLOGY
Wiss, a top accounting and advisory firm, is leveraging artificial intelligence to transform its professional services by automating routine tasks and enhancing financial insights. Through strategic partnerships with AI platforms like Basis and Rillet, Wiss integrates machine learning and predictive analytics to streamline workflows, reduce manual labor and improve forecasting accuracy. Wiss uses AI to automate data entry, reconciliation and compliance checks, freeing up staff to focus on higher-value advisory work. Wiss’s co-sourced model with Rillet blends AI-powered enterprise resource planning (ERP) tools with expert financial guidance, offering scalable solutions for growing businesses. This forward-thinking approach has earned Wiss recognition in the FinTech Awards, affirming its role as a leader in tech-enabled accounting.
OUR ADVANTAGE
AI and automation are transforming real estate accounting — and we’re leading the way. We’ve partnered with accounting AI platforms like Basis to help our clients automate time-consuming bookkeeping tasks and unlock deeper financial insights. We recently ran an internal ‘hackathon’ where our entire team used Basis to solve real client challenges in real time. The result? We’re now guiding property owners to implement technology that eliminates administrative headaches so they can focus on what they do best: growing their portfolios.
ON THE HORIZON
We’re building the accounting firm of the future.
Wiss isn’t waiting for AI to disrupt accounting — we’re actively shaping what comes next. Through strategic partnerships with platforms like Basis and Rillet, we’re integrating machine learning and automation into everything we do. The impact? Our teams spend less time on data entry and reconciliation, and more time advising clients on growth strategies and financial planning. We’ve even been recognized at the FinTech Awards for this work. For our clients, this means faster insights, more accurate forecasting and access to cutting-edge tools backed by expert guidance — without the learning curve.



