The Accounting and Finance Team Built For Security and Fire Dealers

Wise Financial Consulting gives a full accounting and finance team without a full-time hire. Fractional CFO and Controller engagement, accounting practices improvement and optimization, payroll, billing, collections and job costing execution, HR, specialty tax, and M&A advisory services, all built around how security and fire and life safety companies actually operate. Founded by a former industry CFO, with more than 275 companies served over 12 years.

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From Daily Operations to Exit

Wise Financial Consulting (WFC) helps companies in the fire protection, life safety, and electronic security industries strengthen their accounting and financial operations and prepare for what’s next. We are a decade into this support, with our team members primarily coming from the industry. We provide value from our two distinct but complementary Divisions: Accounting, Finance and HR Services and then Acquisition Advisory Services. WFC turns accounting transactions and financial statements into a management tool. We give owners real-time visibility into performance through job costing, recurring revenue reporting, key metric delivery, monthly financial reviews, and forecasting, so trends get caught early and decisions get made with confidence. That same discipline carries into our Acquisition Advisory services, where we help sellers prepare by developing and memorializing their strategy, organizing financial statements and metrics, and building a clean data room. Once ready, WFC guides them through buyer engagement, offer acceptance and due diligence through close. We support Buyers with our “Offer to Close” project management and post close accounting and finance services described above.
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Operational Accounting

  • Monthly close run on a schedule you can plan around, producing financials you can actually act on
  • Ownership of the GL and trial balance, including cleanup and reconciliation of whatever came before
  • Procure to pay, cash management, and internal controls that hold up as the business scales
  • SOP development, so the process survives turnover instead of living in one person’s head
  • Flexible coverage: supplement an existing team, bridge a resignation, or run the entire accounting function

Billing and Collections

  • Root cause first. Most aging AR traces back to invoices that went out wrong or never got approved, not to slow-paying customers
  • Rebuild of the invoicing and approval workflow so billing goes out clean and on time
  • Faster resolution of billing disputes and service misalignment
  • Review and optimization of consistently delivered and reported collections processes.
  • Measurable reduction in aged receivables and more predictable cash flow month to month
  • The improvement holds, because the process changed rather than someone working the aging report harder

HR and Tax

  • Clear policies, handbooks, and consistent manager practices, plus coaching and performance management tools that hold up as the team grows
  • Payroll and Benefits management
  • Hiring, onboarding, workforce planning, and employee relations, including multi-state guidance for dealers operating across state lines
  • A documented view of sales, payroll, and income tax exposure in every state you operate in
  • Tax diligence that stands up under buyer or seller scrutiny, and a resource to answer tax questions as they come up rather than at year end

M&A Advisory, Buy Side and Sell Side

  • Sell-side readiness that can begin years ahead of a sale, not once a buyer is already at the table
  • Data room build out and positioning of the business for sale
  • Buy-side diligence, CIM review, and LOI support
  • Purchase accounting, integration planning, and post-close execution
  • More than 65 transactions completed on both sides of the table

Put AI to Work Inside Your Business

Practical AI for fire and security dealers, built by people already running it

Faster Reporting

Reporting packages built, refreshed, and formatted in a fraction of the time it takes today. The same numbers your team already produces, without the days of manual assembly that usually go with them.

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Answers From Your Own Data

Your ERP is already holding the answers to most of your operating questions. Wise builds the analytics that pull them out, across both operational and financial data, so owners stop guessing and start asking better questions.

Automating the Manual Work

Invoice handling, recurring reports, data entry, reconciliation prep. The repetitive work that quietly consumes your accounting team gets identified and automated, which is how you scale without adding headcount.

Guidance You Can Trust

Wise runs an enterprise Claude account and has put its own team through internal AI training, so the guidance comes from daily practice rather than theory. Where a project calls for deeper technical execution, Wise brings in trusted AI partners with the experience to build and implement alongside your team.

Schedule a call today.

Talk through your numbers with someone who has run them. Click the button to schedule a call with Ken Wiesenfeld today.
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Ken Wiesenfeld

Principal
(561) 951-9480