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X-IT STRATEGY CONSULTING IS NOW
WISE FINANCIAL CONSULTING
The best decision you'll make FOR NAVIGATING your company's FINANCIAL evolution,
CREATING NEW OPPORTUNITIEs, and DISCOVERING VITAL SAVINGS.
We're a consulting firm that offers specialized accounting, finance and acquisition diligence & integration support services.
We deliver value based on a scope of work within the accounting and finance function of your business. We have had the pleasure of providing these services to over 150 different companies over the last 10 years.
Wise Financial Consulting (formerly X-IT Strategy Consulting) founder, Ken Wiesenfeld, has over 30 years of progressive accounting and finance experience. He was the CFO at Security Networks, where the company grew from $5 million to $100 million in revenue. It was successfully sold to a public company in 2013.
We created Wise Financial Consulting with the idea of assisting leaders with the similar challenges that we faced st Security Networks during and up to the sale.
Our confidential work is based on the highest ethical standards, doing what is right for all concerned.
OUR PROCESS
FULL
ASSESSMENT
We use pre-existing templates to drive the assessment process, and then insure completeness by considering any areas of the specific business that are not addressed within our templates.
AGREEMENT
ON SCOPE
The scope will be fluid and controlled by the client’s desires and expectation. A consulting agreement will be executed so our understanding of the consulting arrangement is clear.
EXECUTION &
REPORTING
we will use tracking tools to monitor the effort and Report our progress weekly. It is critical to managing the client’s expectation, which is most important to our engagement.
WHAT PEOPLE ARE SAYING ABOUT WISE FINANCIAL CONSULTING...
Testimonials
Michael H.
I have referred Wise Financial Consulting (formerly X-IT Strategy Consulting) to several groups before, but it was last year that I was able to utilize their services firsthand. Their deep knowledge of the alarm and home automation industry, as well as their understanding of both the dealer and program business, has given us countless bits of information that has allowed us to function in a low friction environment. Understanding the divisions, and how each utilize different structures, they have been fantastic in pulling it all together which has allowed us to manage at a high volume both from a management and field perspective.
Jon P.
I have been working with Ken and his team at Wise Financial Consulting (formerly X-IT Strategy Consulting) since 2015. Their experience and methodology have helped elevate the expectations of our finance department. Ken has helped us navigate multiple transactions and was key in helping us integrate the businesses effectively and efficiently.
Orlando R.
I have been working with Wise Financial Consulting for 7 years now. I rely on them to help our company during the annual budget process, development of financial reporting workbooks and other important analysis that drive value for our business. I truly enjoy working with them and am always pleased with the quality of work and the value they deliver. For anyone looking for help with budgets, analysis and accounting, and I highly recommend them.
aaron S.
Ken and his team have been instrumental to our business, and we have worked with Wise Financial Consulting and the team for nearly a decade now. The team is prompt, very on-point with their work, and our accounting and finance function improved massively as a direct result of their involvement. If you are looking to improve your cash flow, move from financial data to actionable information and reduce stress from your finance/accounting organization -- look no further. I would recommend them without reservation, and they are a complete no-brainer to add to your team.
Ritchie A.
Since 2021, we have had the opportunity of working with the Wise Financial Consulting and they have made a significant impact on our company. Their extensive industry knowledge, strategic recommendations, and dedicated approach have proven invaluable in improving our operations. With their dedicated project management, they consistently have exceeded our expectations. We recommend them for their professionalism and commitment to improving our business.
Peter M.
It’s a genuine pleasure to provide a professional reference for Ken Wiesenfeld. I have known Ken for over ten years, and have worked with him on a wide range of alarm industry topics: from sophisticated financial issues, to strategic planning, to overall corporate governance, I have not met his match. Ken is not just highly intelligent, and well-versed in his field: he also possess a level of integrity that instills trust in everyone he works with. He is also remarkably diligent, and combines efficiency with hard work to great effect. And if that is not enough, I heartily encourage anyone considering working with Ken to contact me directly!
Richard P.
As CFO of Security Networks, Ken was absolutely critical to the success of the company. And he is much more than a CFO. Ken is not only highly skilled in financial reporting, and budgeting, he is also a process oriented operations executive, with a very high sense of urgency and attention to detail.
Lisa P.
Wise Financial Consulting has been extremely helpful in augmenting our finance services. We have worked with them over several years on a variety of detailed and very complex finance projects including a significant amount of modeling initiatives. They have been extremely responsive and helpful supporting our initiatives at a variety of levels.
Adam B.
Wise Financial Consulting has completed two P&L assessments for our organization to assist us in assessing M&A opportunities. Both times they have been precise, timely, and efficient with helping us get the analysis we needed to make a quick and accurate decision. They ask smart questions and turn analysis very quickly. I am confident other firms would charge 5x the cost and take 5x the time to do what they helped us do in a very simple and efficient manner.
Lucas L.
The Wise Financial Consulting team has provided the financial acumen needed to help us continue our journey of growth. With out there expertise we would not be in the position we are in today.
Rick Y.
The team at Wise Financial Consulting goes above and beyond. They are a powerful resource that bring a broad range of experiences to the table - accounting, tax and advisory services to name a few. We have used them to aid in due diligence on acquisition targets, as well as leveraging them with tax advisory services. However, they go beyond those services and are viewed as a partner to my business.
Murad M.
"I had the opportunity and great fortune to meet Ken at my previous company. I realized after our first conversation what a valuable partner he and his team would be. The biggest difference I saw was not only did they help with ideas and supporting our vision, but they were also with us step by step digging into the details and executing change with us.
Contact
CONTACT US
For inquiries, please call or email us:
561-951-9480 | ken@wisefincon.com
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