SBA Profile

Privacy Statement

Identification, Location & Contacts

This profile was last updated:
02/01/2024
Status:
Active

User ID:
P2964445
Name of Firm:
DATA INFORMED FINANCIAL SERVICES LLC
Capabilities Statement Link:
Trade Name ("Doing Business As ..."):
UEI:
QY76XBVKJ511
Address, line 1:
9620 W LORRAINE PL
Address, line 2:
City:
MILWAUKEE
State:
WI
Zip:
53222-4542
Phone Number:
414-317-0287 x
Fax Number:
E-mail Address:
jen@dataifs.com
WWW Page:
dataifs.com
E-Commerce Website:
Contact Person:
JENNIFER GOLLNICK
County Code (3 digit):
079
Congressional District:
04
Metropolitan Statistical Area:
5080
CAGE Code:
9HAJ2
Year Established:
2023
Accepts Government Credit Card?:
[X] Yes [  ] No
GSA Advantage Contract(s):

(Note: Size information is now under "NAICS Codes with Size Determinations by NAICS", below.)


Organization, Ownership & Certifications

Legal Structure:
LLC
Ownership and Self-Certifications:
Self-Certified Small Disadvantaged Business, Service-Disabled Veteran, Veteran, Women-Owned Small Business, Woman Owned

Current Principals

(none given)

“Business Development Servicing Office” (for certifications)

WISCONSIN DISTRICT OFFICE (SBA office code 0563)

SBA Federal Certifications

8(a) Certification:

SBA 8(a) Case Number:
SBA 8(a) Entrance Date:
SBA 8(a) Exit Date:

HUBZone Certification:

HUBZone Certified?:
[  ] Yes [X] No
HUBZone Certification Date:

8(a) Joint Venture - SBA Certified:
NOTE: Notify your servicing SBA Business Opportunity Specialist to have your 8(a) joint venture approval date reflected in DSBS.

8(a) JV Entrance Date:
8(a) JV Exit Date:

Women Owned - SBA Certified:

WOSB Certified?:
[X] Yes [  ] No
WOSB Certification Date:
01/23/2024
WOSB Pending?:
[  ] Yes [X] No

Economically Disadvantaged Women Owned - SBA Certified:

EDWOSB Certified?:
[X] Yes [  ] No
EDWOSB Certification Date:
01/23/2024
EDWOSB Pending?:
[  ] Yes [X] No

Veteran-Owned Small Business - SBA Certified:

VOSB Certified?:
[  ] Yes [X] No
VOSB Joint Venture?:
[  ] Yes [X] No
VOSB Certification Date:
VOSB Certification Expiration Date:

Service-Disabled Veteran-Owned Small Business - SBA Certified:

SDVOSB Certified?:
[X] Yes [  ] No
SDVOSB Joint Venture?:
[  ] Yes [X] No
SDVOSB Certification Date:
03/28/2023
SDVOSB Certification Expiration Date:
03/28/2026

Other Certifications

Non-Federal-Government Certifications:

CPA

Products & Services

Capabilities Narrative:

Our specialty lies in transforming complex financial data into clear insights, offering data cleaning, financial assessments, and dashboard creation for informed decision-making. Certified in Lean Six Sigma, we excel in streamlining finance processes through project management, automation, and practical implementation strategies. We offer advanced training in critical financial software, including Windows, Office, and ERP systems, tailored to empower your team's efficiency. We pride ourselves on our ability to deliver detailed, customized services driven by cutting-edge data analysis and advanced software skills. We have decades of experience leading finance process improvements, resulting in significant revenue growth, cost savings, and efficiency gains for our clients. Our expertise is in handling and interpreting large, complex data sets for actionable business insights.

Special Equipment/Materials:

(none given)

Business Type Percentages:

(none given)

Bonding Levels

Construction Bonding Level (per contract)
$0
Construction Bonding Level (aggregate)
$0
Service Bonding Level (per contract)
$0
Service Bonding Level (aggregate)
$0

NAICS Codes with Size Determinations by NAICS:

# Primary? Code NAICS Code's Description "Buy Green"? (1) Small? (2)
1 Yes 541611 Administrative Management and General Management Consulting Services   Yes
2   541211 Offices of Certified Public Accountants   Yes
3   541219 Other Accounting Services   Yes
4   611420 Computer Training   Yes
5   611430 Professional and Management Development Training   Yes
(1) By entering Yes for "Buy Green", the firm asserts that it obeys EPA guidelines for environmental friendliness for this NAICS code. Note, EPA guidelines do not exist for every NAICS code.
(2) If Yes, the firm's revenues/number of employees do not exceed the NAICS code's small business size standard.

Keywords:

data analysis, data cleaning, consulting, training, finance process improvement, automation assistance, financial assessments

Miscellaneous:

Quality Assurance Standards:
(none given)
Electronic Data Interchange capable?:
[  ] Yes [  ] No

Export Profile (Trade Mission Online)

Exporter?:
[  ] Yes [X] No [  ] Wants To Be
Export Business Activities:
(none given)
Exporting to:
(none given)
Desired Export Business Relationships:
(none given)
Description of Export Objective(s):
(none given)

Performance History (References)

(none given)


The structure of this page was last updated 02/01/2013, as part of SBSS 8.1.1.