Goal 2017: To Start Painlessly Building Your Accounting Technology Ecosystem

By Wiss, Posted in Advisory Services

By Paul Ursich If the end of one calendar year and the beginning of the next is when your company starts planning the future and prioritizing investments in technology, I hope you’ll spend some of this time considering your accounting system. Call it your Y2K17 effort if you will, but it’s your strategic efforts to improve your technology footprint in order to increase productivity, financial accuracy and, ultimately, profitability. If you’re like a lot of our clients, you’re likel... read more.

Tips for Providing Quality Client Service

By Wiss, Posted in General Business

By Carrie Grotz  I am a lover of coffee and I frequent Dunkin Donuts (DD). I know their menu so well in fact, that I could probably work there. From the moment I enter a DD, I can usually tell which have knowledgeable staff, good donuts (the ones that look fresh, large and full of filling), those that offer the “fun” munchkins instead of just the plain, chocolate, and powdered ones, and just by glancing at the staff, I can usually tell from the moment I place my order if the coffee is... read more.

The Impact of One's Actions

By Wiss, Posted in Wiss Gets Personal

By Paul Peterson This is a story about how an individual’s actions can have an immense impact on others. Let’s be real, as a white male with blonde hair (albeit getting darker with age) and blue eyes, I am one of the least diverse people in my office. The only time I may get a second glance at being diverse is after a bad sunburn. So for me, I want to take the opportunity to share with you a period of time in my life that shaped me and provide you with a better understanding of why I am p... read more.

Pursuing the American Dream

By Wiss, Posted in Wiss Gets Personal

By Arnold Macalintal Whenever I think of grit, determination, and more importantly giving, I think of my father. My father was born in a small municipality in a province in the Philippines. The family didn’t have much growing up and being one of 12 children, there was even less to go around. He found himself running around with gangs in his younger days and has the fading tattoos on his hands to show for it. He could have easily stayed on this path, but he wanted more; so he changed his ways, stayed... read more.

Using Resilience to Overcome a Bad Habit

By Wiss, Posted in Wiss Gets Personal

By Ajay Parikh I was fifteen years old when I somehow picked up the habit of smoking. One night, as I was outside my home with friends smoking, I spotted my older brother from twenty feet away, walking in my direction. As soon as he passed me I quickly crushed the burning cigarette in my hand, forming a visible burn on my right palm. But little did I know, I had already been caught. No one had ever smoked in my family before and I was the first person to ever try it, so I was nervous of what would hap... read more.

Stranger in a Strange Land

By Wiss, Posted in Wiss Gets Personal

By Adrienne Moscinski Every one of us has a story. A bit of truth that we tuck away from new eyes. A gaze that we aren’t quite sure of yet. We swim around the unknown looking for the light, where we can finally share who we are – our truth. Interviewing at a new company can be daunting. Poised with a crisp resume in hand, you present your best face. In a tailored suit, you search for the right words to let your personality shine through, while assuring the interviewer that you are the right ca... read more.

What Type of 401(k) Plan Document Do I Have and When Do I Need to Update it?

By Wiss, Posted in Employee Benefit Plan Audits

By Craig Erickson When you establish your company’s 401(k) plan, you have to make a range of decisions, from the type of plan and investment tools you’ll offer to participation requirements and guidelines. Once you’ve done this, you need to put it in writing. This is your plan document, a mandatory part of your plan that details its provisions and clearly communicates them to participants. There are three levels of plan documents: Prototype. This off-the-shelf version of a plan docum... read more.

Life is Short. Live it Right; Leave it Fulfilled

By Wiss, Posted in Wiss Gets Personal

By Diana Miller We all have stories. How profound is yours?  How fulfilling is yours? When your time is up, will you leave behind a story people will remember that you are proud of? So here begins my story . . . I was raised in the United States by two immigrant parents, in a non-English speaking household. My father had an 8th-grade education, and my mother only completed 6th grade. I grew up being told you should stay home, cook, clean, be a good wife to your husband, and raise your children. It s... read more.

Choosing Your Own Path

By Wiss, Posted in Wiss Gets Personal

By Brittney Neal  I was born and raised in Ohio. Around the time of my sixteenth birthday my parents and I had to move to upstate New York due to the threat of my dad losing his job. Unfortunately, a few years after moving and settling my dad was laid off again.  Fast forward a few months later, he was thankfully able to find a job in New Jersey, and we have been in this lovely state ever since. For me, moving was a time of fear and excitement. I was scared to leave behind all my friends and ever... read more.

My Sister's Keeper

By Wiss, Posted in Wiss Gets Personal

By Lori Graham Everyone is capable of inspiring others. I was born into a situation that took me a long time to accept and understand the purpose of it all and while I learned how to make the best of it, but that didn’t come easily. Ultimately, life is a gift; however, it doesn’t always feel that way. From the start everyone is given a deck of cards and it is up to you to choose how to deal with them and find your own happiness. I am not resilient; I'm learning to be resilient. And for me,... read more.