Dan attended Northern Illinois University and earned a degree in Accounting. After an internship at a local CPA firm, he decided to pursue a career in commercial banking. During his 13-year bank career, he served as a credit analyst, portfolio manager, and VP of Commercial Lending. In 2015, he created Wise Consulting.

Dan has two boys and enjoys coaching them in baseball and basketball. He also volunteers for South Elgin Little League and currently holds a position on the board.

Courtney earned a Bachelor of Science from Southern Illinois University, majoring in Accounting. She provides comprehensive bookkeeping services, data analysis, determines gross profit margins, and prepares budgets. She is proficient in QuickBooks, Gusto, Paycom, Concur, and Excel.

The U.S. Navy made her attentive to details and disciplined. She’s proud that her son currently serves just like she did.

Courtney enjoys spending time with her children, walking, baking, or exploring new towns.

Katie is a dedicated and detail-oriented bookkeeper with more than five years of experience in her current position.

She has experience in the food and beverage industry as well as the auto industry.

She is proficient in payroll, accounts payable and receivable, reconciling bank statements, cash management, and producing financial reports.

Katie enjoys being the mother to two young girls, Charlie and Averi.

Autumn is a detail-oriented problem solver, using her accounting skills to provide workable solutions for clients. Autumn brings a positive attitude to engagements, and has a sharp focus for solving Accounting and Inventory challenges. She is proficient in QBO, Microsoft Word, Microsoft Excel, SOS Inventory, Fishbowl Inventory, among other applications.

Autumn enjoys her free time baking and hanging out with friends.