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ArnoldMacalintal,CPAFor over five decades, Wiss has gained the reputation as a go‐to accounting and growth partner for many customers from real estate, construction, engineering, food and beverage, and technology, to name a few. "We specialize in providing the right‐fit solutions tailored to our clients' specific needs," says Arnold Macalintal, CPA at Wiss. “Our services range from tax, audit, and litigation support to comprehensive business advisory, including staffing, mergers, acquisitions, and personal finance consulting.” This way, the company simplifies businesses’ journey towards their targeted goals, irrespective of the market dynamics and industry conditions.
When it comes to the beverages industry, Wiss provides exceptional advisory consulting services to help clients embrace the best technology for their business, whether it’s for inventory management, ERP, or data analytics. What separates them from the competition is their unique customer‐first approach.
Upon finding the optimal technology and process, Wiss navigates clients through the implementation processes and ensures seamless communication between stakeholders, helping them eliminate obstacles and tap the full potential of the technologies. “Through our offerings, we can help alleviate labor shortage issues that usually plague clients’ operations, especially in today’s post‐pandemic world, by automating their processes,” says Macalintal.
By providing them enhanced visibility into the financial impact of the operations, Wiss helps clients make the right business decisions to outmaneuver their competition and stay future‐proof.
With its business operations built around customer success, Wiss is continuously enhancing its servicing capabilities dedicated to adding real value to clients' operations. The company offers comprehensive services related to data analytics and automation to help clients eliminate the cumbersome manual processes, reducing time and effort to gather data from several disparate systems. Having traditionally siloed systems interact with each other can help enhance businesses' operational excellence and efficiency and make remote access to them seamless and easy.“We strive to position ourselves as a reliable growth partner that can help businesses equip the operational acumen and financial intelligence to emerge stronger,” concludes Macalintal.
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Company
Wiss
Management
ArnoldMacalintal,CPA
Description
Wiss is a go‐to accounting and growth partner for many customers from real estate, construction, engineering, food and beverage, and technology, to name a few. The company provides the right‐fit solutions tailored to its clients' specific needs. It services range from tax, audit, and litigation support to comprehensive business advisory, including staffing, mergers, acquisitions, and personal finance consulting. By doing this, the company simplifies businesses’ journey towards their targeted goals, irrespective of the market dynamics and industry conditions.
“Basis offers a unique capability to fully automate accounting workflows with extremely high accuracy in a way that not only frees up our team but drives the bottom line,” added Wiss Partner, Paul Ursich. “We are a Microsoft firm – we have a private Wiss ChatGPT instance with firm data and have found Copilot useful – but Basis’ capability for integrated, end-to-end automation is transformative.”
“We see AI as an enormous resource to help us provide a better experience for our people and clients," said Paul Peterson, partner-in-charge, Wiss. “It will allow Wiss to provide a much more meaningful and insightful experience where we will focus our time on higher- level activities that our people find more stimulating and our clients more valuable.”
Basis utilizes cutting-edge artificial intelligence, including “generative” AI and language models built specifically for extremely high accounting performance, to streamline workflows across the firm. Wiss began testing Basis in beta for their Client Accounting Services (CAS) practice in November 2023. The successful results have led to a full deployment across the practice.
“Basis is a game-changer because, unlike normal automation, it can truly understand the work it’s performing and adjust to different situations,” said Wiss Partner, Mike Castle. “Our initial tests showed enormous potential for Basis to reduce the amount of manual work within the practice while providing an even higher quality experience for clients. The leadership team was eager to roll this out to all clients as quickly as possible, recognizing this as a key enabler of scaling our CAS service line for future growth.”
This partnership will give Wiss a significant competitive edge in the market, blending the firm’s long-standing reputation for quality and expertise with the most advanced AI accounting technology.
Internal adoption of Basis has increased rapidly month-over-month, and other practice areas are eager to introduce it to their workflows. As a result, the firm is strategically prioritizing its implementation across departments.
Matt Harpe, CEO of Basis added, “Wiss is a visionary partner that understands how this technology will elevate both value to clients and experience for employees. Wiss is exactly the kind of forward-thinking firm where I would want to work. We think Basis will be a major differentiator for the firm and are excited for many years of partnership to help propel the firm to new heights!”