Our Core Values

Continuous Improvement

Accountability

Resiliency

Effectiveness

Meet the Team

Jennifer (Jen) Gollnick, CPA

Chief Financial Officer, Owner

Some of the most important life lessons Jen Gollnick took away from her time in the United States Army National Guard are the importance of working smarter, not harder, and not to be afraid to get your hands dirty to accomplish the mission. With decades of experience improving finance processes, Jen launched Data Informed Financial Services LLC in January 2023. She believes in using timely and accurate data to support decisions and drive continuous improvements. She provides assistance to small and growing businesses who are ready to implement scalable solutions that work for their teams.

Anna Heise

Support Assistant

Anna is a dedicated employee who has collaborated with Jen for years. With a strong belief in the significance of maintaining a healthy work-life balance and their shared commitment to this company, Anna aims to assist individuals in optimizing their productivity, allowing them to devote more quality time to their families, hobbies, and other activities beyond the boundaries of work.

Skills and Software

We have experience working with a wide variety of industries of varying sizes including healthcare, higher education, nonprofit, legal, professional services, specialty retail, restaurants, investment companies, property management, publicists, marketing, landscaping, and individual wealth management.

We are comfortable with most software after exposure. More specifically, we have extensive experience with these programs:

◇ ERP: Oracle E-Business Suite R1, QuickBooks Online, Creative Solutions Accounting, Ultra Tax, and Fixed Assets, Hyland, Peachtree, Acumatica, Sage Intacct, Tabs3, Xero, Blackbaud Financial Edge
◇ CRM: Salesforce
◇ Finance: Jobber, LivePlan, Profit First
◇ Payroll: ADP WFN, Gusto, QuickBooks,
Oracle, Paylocity, Paychex, Paycom
◇ Microsoft Office: Excel, Power BI, Word, Access, Outlook, OneNote, PowerPoint, Teams, Project, Planner, SharePoint, Bookings, Visio
◇ Google: Sheets, Sites, Slides, Workspace, Keep, Drive, Forms, Calendar, Docs
◇ Lean Six Sigma Yellow Belt
◇ Entrepreneurial Operating System (EOS)

◇ Document Management: Box, Dropbox, OnBase, Stellent IBPM, MyCase, GlobalSearch
◇ AI: ChatGPT, Zapier
◇ EMR: Fusion, CGM
◇ Other: Adobe Pro, DataLoad, Notepad++, QODBC, Wrike Projects, Suralink, Assurance Information Exchange, Password Managers

Special Thanks

Thank you to the DAV Patriot Boot Camp for the invaluable information we obtained from attending!
Click these links for more information:

Thank you to the Wisconsin Veterans Chamber of Commerce for recognizing and awarding DataIFS with the 2024 Veteran-Owned Business of the Year!

Thank you to the Wisconsin Veterans Chamber of Commerce and Wisconsin Economic Development Corporation for the opportunity to participate in the Spring 2023 Command Post Accelerator Program with fellow veteran business owners!

Left to right: Jen, Anna, and Debbie of DAYS Bookkeeping

Jen with her certificate of completion

Testimonials

 
“When [we] had a chance to take a step back and really dive into some of these areas, with your help and working smarter, not harder, we found easier ways that are extremely less time consuming and less of a burden.”

-Valued Client

Chat with me

Let’s connect.