About DataWise Financials
DataWise Financials was built by experienced professionals who believe small and medium-sized businesses deserve the same level of financial expertise, processes, and attention typically associated with larger firms.
Our Story
DataWise Financials was created by experienced professionals who've worked together for years and share a passion for helping businesses succeed.
We work with companies at every stage — from startups getting started to established businesses with multiple locations and up to approximately $10 million in revenue.
Learn more about our servicesThe DataWise Difference
Senior-level experience applied to the financial needs of growing businesses.
Structured workflows designed to keep financial information accurate and current.
Enterprise-level systems and processes normally associated with larger firms.
A boutique approach built around each client's business and financial needs.
Our Philosophy
When your financial information is accurate and up to date, you can make better decisions, plan ahead, and grow with confidence.
Meet Our Team
Business Development & Small Business Advocate
As a former small business owner and seasoned program manager, Chris understands firsthand how clean financials, proactive tax planning, and reliable financial guidance can impact a business.
His background includes global IT program management at Cisco and Sybase, as well as operating a family restaurant in Houston.
Support That Grows With Your Business
Accurate books, tax compliance and foundational financial support.
Controller-level reporting, analysis and financial visibility.
Strategic financial guidance for businesses ready to grow.
Industries We Serve
From entrepreneurs getting started to established companies with multiple locations, DataWise adapts its financial support to the needs of each business.
Common Questions
We work with businesses at every stage — from startups getting started to established companies with multiple locations and up to approximately $10 million in revenue.
Bookkeeping, financial reporting, tax preparation, tax planning, payroll oversight and strategic financial guidance — see our full list of services and pricing packages.
Yes. Our Tax Planning services are designed to identify tax-saving opportunities and manage tax liabilities proactively, throughout the year.
Yes. We regularly help businesses organize and correct past bookkeeping records so their financial information is accurate and reliable going forward.
We offer clear, published pricing packages — Essential, Controller and Controller Plus — plus separately priced tax services. Visit our Pricing page for details.
Proudly Serving Businesses in Texas
