About Datawise Financials

At Datawise Financials, we partner with small and medium-sized business owners by delivering tailored tax and financial solutions that:

  • Maximize earnings and tax savings
  • Save time and reduce financial management stress

As a boutique concierge firm, we offer three tiers of service:

  1. Compliance: Foundational financial needs
  2. Oversight: Comprehensive controller-level support
  3. Advisory: Fractional CFO services for strategic guidance

By leveraging the practices of larger firms, we ensure quality control and trust in financial reporting, all guided by our principle of 'Clean Books, Clear Path.'

We are dedicated to being a trusted partner for businesses that rely on us for exceptional financial management.

Common Questions

Do you support clients like me?

Our clients range from entrepreneurs getting started, to mid-size established companies with multiple locations. In industries ranging from dental, retail, medical, hospitality, I.T., marketing, contractors, real estate, and legal, with revenues from startup to $10 million.

What services do you offer?

Bookkeeping, taxes, tax planning, sales tax, and more. (Expanded list of services below.)

My taxes are too high, can you help?

Yes. And there are more ways to reduce taxes than just buying more equipment at the end of the year. One strategy includes hosting barbecues at your home during a business event—which can save up to $14,000 or more each year.

Do you do taxes?

Yes, both business and personal, for both state and federal.

Do you help clean up books?

Yes, we help catch up and clean up books. In fact, we don’t recall the last time we onboarded a client whose books didn’t need cleaning up.

I haven’t filed my taxes in a while, can you help?

We work with you and the IRS to identify what’s been filed and what’s pending, to get you current and compliant.

How do you charge?

Like an x-ray, we look at the data to assess what's going on before preparing a proposal. We do not charge hourly. Bookkeeping is generally monthly; taxes and other services are typically one-time annual fees.

Can you help form a company?

Yes, we assist with formation at both the state and federal levels.

Can you advise on which structure is best for my company(s)?

Yes. First, we make sure the structure is compliant, then help determine what is the best fit and most tax-efficient setup.

I need to get a loan, can you help?

Yes. Lenders look for specific financial indicators which we can review and advise on. If you cheat, not only is it illegal, but it can lead to a loan you can’t repay. A good relationship with a lender can be more valuable than a slightly better interest rate.

Do you do payroll?

No. Given the competitive landscape in the payroll industry, it’s best to work with industry leaders who offer robust support and infrastructure.

We’re making money, but I don’t know where it’s all going. Can you help with that?

Yes. Having current and clean financials is the first step to identifying where your money is going. With that information, we can better plan cash flow, tax liabilities, and business decisions.

Do you have someone you recommend for…?

We have a significant referral network that can help with anything from retirement planning to R&D credits.

Things You Should Know

There’s less accountants. One major factor is the aging workforce. Many experienced accountants are nearing retirement age—the AICPA has suggested that 75% of accounting professionals are within 15 years of retirement. Our team is a blend of young and experienced accounting professionals; we will be here for you both today and tomorrow.

‘Slow Is Smooth And Smooth Is Fast’. The Navy SEALs have been credited with the saying “slow is smooth and smooth is fast.” It’s a good capture of how we operate. Our bookkeeping team is thorough, takes a little extra time up front, but saves time in the long run. It reduces the need to do rework and file amended returns. It also provides confidence when relying on the numbers for business decisions, taxes, lenders, or valuations.

Not all firms are created equal. Larger firms generally don’t work with small or medium-sized companies. Smaller firms often lack the tools, expertise, and experience the larger firms have. Our firm has big firm tools designed to support small and medium-sized businesses. This is seen from our enterprise-level ticketing system—to ensure tasks and emails are not missed—to our internal process flows.

Learn More about Datawise Financials

For quality bookkeeping services from a team of experienced, solution-driven professionals who are ready to listen to you, call us at 346-654-1888 now and request a consultation to get started.