DATA INFORMED FINANCIAL SERVICES LLC

WOSBEDWOSBSDVOSBVOSB

Capabilities

  • 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.

Certifications

  • WOSBsince Jan 2024 · through Mar 2027

    WOSB — status as published by the U.S. SBA Small Business Search. Last verified 2026-06-10.

  • EDWOSBsince Jan 2024 · through Mar 2027

    EDWOSB — status as published by the U.S. SBA Small Business Search. Last verified 2026-06-10.

  • SDVOSBsince Mar 2023 · through Mar 2027

    SDVOSB — status as published by the U.S. SBA Small Business Search. Last verified 2026-06-10.

  • VOSBsince Mar 2023 · through Mar 2027

    VOSB — status as published by the U.S. SBA Small Business Search. Last verified 2026-06-10.

Specialties

data analysisdata cleaningconsultingtrainingfinance process improvementautomation assistancefinancial assessments
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