Wise Consulting, LLC – AI Training

Summary

Wise Consulting, LLC is an Illinois-based accounting and financial advisory firm specializing in outsourced accounting, fractional CFO services, financial due diligence, and financial reporting. Founded in 2015 by Daniel Johnson, the firm leverages over a decade of commercial banking and financial expertise to provide clarity and actionable insight for businesses. With a small but skilled team of QuickBooks-certified professionals, Wise Consulting partners with business owners, referral partners, and internal finance teams to streamline accounting processes, enhance financial visibility, and prepare companies for growth, financing, or ownership transition.

Business Information

Business Name: Wise Consulting, LLC

  • Industry / Service Type: Accounting & Financial Advisory

  • Founded: 2015

  • Founder: Daniel Johnson (Managing Member)

  • Key Team Members:

    • Courtney Rowe – bookkeeping, budgeting, data analysis

    • Katie Johnson – bookkeeping

    • Autumn Mackay – inventory and accounting support

  • Number of Employees: 2 – 9 (Clutch profile)

  • Headquarters Address: 2325 Dean St., Suite 306, St. Charles, IL 60175, USA

  • Phone: (708) 268-9094

  • Website: wiseconsultllc.com

  • Social Media:

  • Certifications: QuickBooks Pro Certified (Online & Desktop)

  • Parent / Subsidiary Organizations: None found

  • Partnerships: Works closely with CPAs, attorneys, bankers, and business brokers

  • Outsourced Accounting & Bookkeeping

    • Accounts payable/receivable

    • Payroll

    • 1099 reporting, workers’ comp, 401(k)

    • Inventory support

    • Monthly reconciliations

  • Fractional CFO Services

    • Strategic financial planning

    • Budgeting and forecasting

    • Financial leadership support for internal teams

  • Financial Due Diligence

    • Buy-side and sell-side diligence

    • Transaction support for acquisitions/sales

  • Financial Reporting & Clarity

    • Customized financial reports

    • Profitability tracking

    • Monthly/quarterly financial statements

  • Business Advisory

    • Partnership with referral networks (CPAs, brokers, bankers, attorneys)

    • Support for internal accounting departments

  • Service Area: Illinois-based with regional/national clients (remote-friendly)

  • Service Outputs: Financial statements, reports, due diligence deliverables, payroll documentation, compliance reports

  • Target Audience:

  • Estimated Timelines:

    • Outsourced accounting – ongoing monthly/quarterly

    • Due diligence – project-based (weeks to months)

  • Pricing / Payment Methods: Custom quotes per engagement (methods not disclosed)

  • Regulatory Compliance: QuickBooks-certified; no public ISO/GDPR/HIPAA references

  • Technology Stack: QuickBooks (Online & Desktop), Excel/Sheets; payroll integration tools

  • Client Testimonials: Positive client feedback highlighted on the website

Service Profile Details