Client Spotlight: Danielle Suchala Klausing

by | Oct 11, 2022

MEET THE TEAM: Milen Gomez, Staff ACCOUNTANT

6 months ago, we added a new staff accountant to our team: Milen Gomez. Our newest staff accountant is the best we could ask for with her incredible attention to detail and efficient mindset. She has been an essential part of our continued growth by always putting her...

Who is responsible for payroll?

One of the most expensive resources for any business is payroll. It’s also one of the most important. We are firm believers that people are your most valuable asset, so it’s no wonder that payroll gets costly. Especially if you are a professional services company, and...

How to beat tax stress

It's March and that means two things:   Tax season is in full swing.   Chicago winter is about halfway over.   There isn‘t much a financial consultant can do when it comes to the weather, but when it comes to making your tax season less...

Meet the team: Eileen Manaloto, Sr. Accountant

Despite a job market full of unique challenges, My Small Business Pro was incredibly fortunate to bring on a new team member last year, Eileen Manaloto. Like many small businesses, we got creative in finding the right resource to support our amazing clients and fit...

Back to the Financial Future! 

A new year is upon us! While there’s a tendency to charge into 2022 with new hopes, plans and goals; but you need to pump the brakes. One of the most prudent things you can do is slow down and take some time to do a serious review of your past. Last year is full of...

Why Your Accountant Hates You

Unless prompted, few business owners willingly gush about their accountants. I get it, accountants aren’t always the most affectionate bunch; sometimes referred to as boring or dry. Many consider them a necessary evil, number crunchers or even bean counters. Some...

Sharpen your Tax Ax

As the year winds down, most people start to slow down. People are looking forward to the holidays and start to bundle up as the days get shorter, maybe even start planning that holiday vacation. But if you’re a business owner, there’s something that starts to scare...

Show Me the Money: Best Collection Practices

If you are like most small business owners, chasing after the money is one of your least favorite financial tasks.  And I get it.  You are not a bounty hunter or a detective.  Your time has value and you probably did not include the cost of time spent...

It’s always an exciting time when you’re ready to take the next step in life and buy a home. But finding that perfect home can be a challenge, especially if you’re not familiar with the real estate industry. That’s where Danielle comes in. With over 7 years of experience under her belt, she brings her expertise and her passion for creating life-long relationships flawlessly into her business. Here she shares more about her journey in Chicago real estate and the importance of her relationships with her clients.

Can you tell us a little about your business and what services you provide?

When you are making the biggest financial decision in your life, it’s important to have resources you can rely on and a team of experts at your fingertips. As a Realtor®, I’m there to guide you through the process of finding your perfect home. I want my clients to picture themselves creating a life in their new home, so they get to love living in it and building memories.

The last thing I want is for one of my clients to regret their decision. I often work with many first time home buyers to alleviate the pressure and guide them into making the best decision for themselves. It’s my love of meeting new people and creating new experiences that has kept me in this industry for over 7 years.

Revenue is important for every business, so as a Realtor®, how does your sales process align with your business approach?

My business philosophy is that yes, I work in sales, but I’m the worst sales person because I will never force you into a home you don’t love. I refuse to look at anyone like a paycheck; you’re a person I’m creating a relationship with. If you decide you want to put things on hold, you’re not wasting my time. You’re putting yourself first (which is the most important), so just call me when you’re ready! It’s the same in my business, I let my values and intuition guide my decision making and direction.

How do you find leads for your business?

I learned the hard way during Covid that paying for leads is a waste of time; they’ll ghost you because there’s no loyalty. I’ve very intentionally built my business to be almost entirely referral based! I work very closely with clients and build an intimate relationship understanding how they live, what their dreams are and having conversations around finances. I always stay in touch with my clients, sending birthday cards, and I also do a holiday client appreciation party every year. Since I am so focused on building those relationships, when I find a client, I have a client for life.

Plus, our relationship doesn’t end after the sale. Just showing those tokens of appreciation for them working with me and sending referrals my way is one of the most important things I can do for myself and my business.

In what ways has Fritz Financial Solutions helped you change your business for the better?

It is important to me that my investments align with my values, but before Fritz Financial Solutions it was more intuition based than data driven. Daliah and the Fritz Financial Solutions team knew how to support me in managing my finances. They came in and helped me become more organized and disciplined in how I looked at results and spending.

Plus they are so generous with their knowledge. I learned just how much Dailah is willing to support me when my CPA wasn’t used to working with Realtors®, and Daliah went above and beyond to help him understand the nuances of the industry.

I’m truly excited to grow with Daliah because she helps me to flesh out the reasoning behind the financial decisions I’ll be making. I may not fully understand the whole financial side of things, but when I’m around these experts, I’m confident in my decisions, strategies and growth.


Ready to enter the Chicago real estate market? You can learn more about Danielle by connecting on LinkedIn.

Ready to bring more data to your business decision-making? Contact the Fritz Financial Solutions team.

MEET THE TEAM: Milen Gomez, Staff ACCOUNTANT

6 months ago, we added a new staff accountant to our team: Milen Gomez. Our newest staff accountant is the best we could ask for with her incredible attention to detail and efficient mindset. She has been an essential part of our continued growth by always putting her...

Who is responsible for payroll?

One of the most expensive resources for any business is payroll. It’s also one of the most important. We are firm believers that people are your most valuable asset, so it’s no wonder that payroll gets costly. Especially if you are a professional services company, and...

How to beat tax stress

It's March and that means two things:   Tax season is in full swing.   Chicago winter is about halfway over.   There isn‘t much a financial consultant can do when it comes to the weather, but when it comes to making your tax season less...

Meet the team: Eileen Manaloto, Sr. Accountant

Despite a job market full of unique challenges, My Small Business Pro was incredibly fortunate to bring on a new team member last year, Eileen Manaloto. Like many small businesses, we got creative in finding the right resource to support our amazing clients and fit...

Back to the Financial Future! 

A new year is upon us! While there’s a tendency to charge into 2022 with new hopes, plans and goals; but you need to pump the brakes. One of the most prudent things you can do is slow down and take some time to do a serious review of your past. Last year is full of...

Why Your Accountant Hates You

Unless prompted, few business owners willingly gush about their accountants. I get it, accountants aren’t always the most affectionate bunch; sometimes referred to as boring or dry. Many consider them a necessary evil, number crunchers or even bean counters. Some...

Sharpen your Tax Ax

As the year winds down, most people start to slow down. People are looking forward to the holidays and start to bundle up as the days get shorter, maybe even start planning that holiday vacation. But if you’re a business owner, there’s something that starts to scare...

Show Me the Money: Best Collection Practices

If you are like most small business owners, chasing after the money is one of your least favorite financial tasks.  And I get it.  You are not a bounty hunter or a detective.  Your time has value and you probably did not include the cost of time spent...

What solution can Fritz Financial find for you?

Schedule a meeting with Daliah Fritz