Wiss Tech Stack

Mid-market accounting and advisory firm with AI-enhanced financial services

Accounting New York, NY 201–500 employees Founded 1969 Privately Held

Wiss is a 55-year-old accounting and advisory practice serving privately held and investor-backed companies across the middle market. The tech stack reveals a traditional professional-services footprint—NetSuite, Sage Intacct, QuickBooks, SAP, Deltek platforms—with no AI tools actively in use despite marketing claims around AI-enhanced services. Pain-point data shows the firm is wrestling with system conversions, project delivery, and process automation scalability, while actively hiring finance and accounting roles with a senior-heavy seniority mix, suggesting internal buildout around service delivery capacity and systems integration.

Tech Stack 23 technologies

Core StackQuickBooks NetSuite SAP Procore Dynamics 365 AutoCAD ProCore Excel Deltek Vantage Microsoft 365 SharePoint SAP Concur Deltek Ajera Word Microsoft Office Trimble Bluebeam Microsoft Project Sage Intacct Yardi QuickBooks Online MicroStation Sage

What Wiss Is Building

◆Challenges

Delivering projects on time
Keeping projects within budget
Accounting system conversion
Growing prospect pipeline
Strengthening the wiss brand
High-risk routine wealth management transactions
Money movement approvals
Process improvement automation scalability
Financial reporting accuracy
Managing cost and schedule risks

▲Active Projects

Research third party solutions
Support new system implementations
Revenue recognition
Accounting system conversion projects
Multistate income/franchise tax engagements
Technology enhancement initiatives
Tax strategy development for construction and engineering clients
Coordinate custody audits
Oversee retirement-related workflows
Consolidation

Hiring Activity

Steady30 roles · 10 in 30d

Department

Finance

Construction

Advisory

Engineering

Manufacturing

Support

Seniority

Senior

Manager

Mid

Staff

Junior

Director

Intern

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About Wiss

Wiss provides accounting, tax, advisory, assurance, wealth management, and estate planning services to mid-market private companies and family offices. The firm has operated for over 55 years from New York and employs 201–500 people. Service lines span CFO advisory, tax strategy, business strategy, and family office services, with stated focus on construction, engineering, and investor-backed sectors. Current project activity centers on accounting system conversions, revenue recognition work, multistate tax engagements, and technology-enabled process improvements. The organization is actively hiring across finance and accounting functions in the United States and Canada.

HeadquartersNew York, NY

Company Size201–500 employees

Founded1969

Hiring MarketsUnited States, Canada

Frequently Asked Questions

What accounting software does Wiss use?

Wiss deploys NetSuite, Sage Intacct, QuickBooks, SAP, Deltek Vantage, Deltek Ajera, and Dynamics 365 across client and internal accounting operations.

Where is Wiss headquartered?

Wiss is headquartered in New York, NY and is privately held. The firm was founded in 1969 and currently employs 201–500 people.