Wiss Tech Stack

AI-powered accounting, tax, and advisory firm serving mid-market and family-backed businesses

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

Wiss is a 55-year-old accounting and advisory firm operating at scale with 201–500 employees, now shifting toward automation and business intelligence. The tech stack—dominated by ERP and accounting platforms (NetSuite, SAP, Sage Intacct, QuickBooks)—reflects a mature, multi-client operation. Active projects around reporting automation, KPI development, and accounting system conversions, paired with persistent pain around manual work and process inefficiencies, signal an internal push to reduce labor-heavy tasks and move toward data-driven advisory.

Tech Stack 27 technologies

Core StackQuickBooks NetSuite SAP Procore Dynamics 365 AutoCAD ProCore Solidworks Bill.com ADP RealPage Yardi Deltek Vantage SAP Concur Deltek Ajera Trimble Bluebeam PlanSwift Microsoft Project Sage Intacct QuickBooks Online MicroStation Sage AppFolio SAGE Inventor Sage 300

What Wiss Is Building

◆Challenges

Manual work outside accounting system
Complex corporate and partnership tax compliance
Budget variance management
Growing prospect pipeline
Strengthening the wiss brand
Revenue recognition
Process inefficiencies across workflows
Tedious tasks
Reactive reporting
Entity structuring

▲Active Projects

Develop key performance indicators for businesses
Reporting automation initiative
Financial tools development
Business intelligence initiatives
Multistate income/franchise tax engagements
Technology enhancement initiatives
Tax strategy development for construction and engineering clients
Audit readiness and revenue recognition
Continuous improvement of accounting and financial processes
Accounting system conversion projects

Hiring Activity

Accelerating15 roles · 15 in 30d

Department

Finance

Advisory

Seniority

Senior

Intern

Manager

Mid

Junior

Staff

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About Wiss

Wiss provides accounting, tax, advisory, and wealth management services to privately held companies, investor-backed firms, and family offices across the mid-market. Founded in 1969 and headquartered in New York, the firm has grown to serve businesses at every lifecycle stage—from startups to established enterprises—with a service model emphasizing white-glove advisory tailored to client needs. Core offerings span CFO advisory, estate planning, business strategy, and AI-enhanced accounting solutions. The firm operates across multiple service lines and geographies, with active engagements in areas including multistate tax compliance, construction and engineering tax strategy, audit readiness, and entity structuring.

HeadquartersNew York, NY

Company Size201–500 employees

Founded1969

Hiring MarketsUnited States

Frequently Asked Questions

What accounting software does Wiss use?

Wiss's platform stack includes NetSuite, Sage Intacct, QuickBooks, SAP, and Deltek Ajera, alongside advisory tools like Bill.com and ADP for payroll and expense management.

Where is Wiss headquartered?

Wiss is based in New York, NY, and currently hiring across the United States.

How this profile is built

Wiss's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.