Elite Financial Consulting, LLC

Specialties

Accounting and Reporting (Monthly, Quarterly, Annually)

Business Plans and Proposals

501©(3) Application

Business Incorportation

Tax Planning and Preparation

Strategic Planning

Business Start-​up Assistance

Personal Finance Consulting — Budgeting and Debt Reduction

Personal Finance Workshops & Seminars

History

Established in 1999.

Our company is based on the belief that our customers’ needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals. Elite Financial Consulting. LLC work is reflected in the satisfaction and increased productivity of our clients.

We’ve serviced clients from virtually every sector including health care, construction, financial, consulting, retail, entertainment, restaurants, child care, gas stations, hair salon, cleaning services, churches, not-​for-​profit organizations, car dealership, and catering just to name a few. Our staff reflect the values, ethics and dedication of our profession and our firm, thereby ensuring the best possible service to every client, on every assignment. We’ve been in business since 1999 and collectively we have over 35 years experience in the financial industry.

Meet the Business Owner

Dawnice A.

Business Owner

I spent 24 years of my career in the financial realm. I began in the banking industry where I started as a teller and worked my way to upper management. Prior to ending 14 years in the industry I worked as a Operations Manager, having managed some of the largest branches in Milwaukee.

In 1992 I decide to change careers from banking to accounting. As an accountant I’ve worked in many capacities such as Tax Specialist, Accounts Receivable Analyst, Internal Auditor, External Auditor, Tax Professional and Financial Advisor.

I am a Certfied Financial Advisor and my mission is to educate. «You can’t change your financial position until you recognize that there is a problem.»