Updated:
← Back to Top 15 Bookkeepers in Sugar Land, TX (2026)DataWise Financials
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer, formed 2024
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes a starting price
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online
3 of 5 answered from a dated source.
Documents 5 of 5 core services; publishes a starting price; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | DataWise Financials | home page | |
| Website | https://datawisefinancials.com/ | home page | |
| Office locality | Sugar Land, TX | home page | |
| Phone | +13466541888 | home page | |
| Offers bookkeeping | Documented: DataWise Financials | Clean Books. Clear Path. Home Services Bookkeeping Outsourced Bookkeeping QuickBooks Services Cloud Bookkeeping New Business Advisory Tax... | home page | |
| Monthly bookkeeping | Documented: ...more time serving customers and growing your company. No Additional Full-Time Hire Get ongoing bookkeeping support without adding another employee to your payroll. Consistent... | /outsourced-bookkeeping.html | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...to or setting up QuickBooks for efficient financial management. Bookkeeping Cleanup & Catch-Up Services to organize and correct past bookkeeping records for accuracy and... | /pricing.html | 5 pts (max 5) |
| AP / AR | Documented: ...Outsourced Bookkeeping Services Everything You Need. Without Another Full-Time Hire. Accounts Payable & Receivable Keep bills, payments, invoices, and incoming funds organized and... | /outsourced-bookkeeping.html | 4 pts (max 4) |
| Payroll coordination | Documented: ...profitability. Tax Preparation Timely, accurate tax preparation to keep you compliant. Payroll Services On-time payroll and compliance for your team with peace of mind. Strategic... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...books so you always know where your business stands. Financial Reporting Clear financial statements and reports that help you make informed decisions. Cash Flow Management... | /bookkeeping.html | 6 pts (max 6) |
| Industries served (documented) | dental, contractors, medical, legal, hospitality, real estate, retail, technology | /about.html | 5 pts (max 5) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Pricing approach published | Publishes a starting price: "Essential Keep Your Books Organized Starting at $200" | /pricing.html | 6 pts (max 6) |
| What is included / excluded | Documented: Essential Keep Your Books Organized Starting at $200 For businesses that need accurate, organized books. Monthly bank reconciliation Credit card reconciliation Accurate... | /pricing.html | 5 pts (max 5) |
| Onboarding described | Documented: ...Responsive support when questions arise Clear reports you can actually understand How It Works A Simple Way to Get QuickBooks Working for You 1 Let's Talk We learn how your... | /quickbooks-services.html | 4 pts (max 4) |
| Named contact / team | Chris Earhart, Business Development & Small Business Advocate | /about.html | 3 pts (max 3) |
| Communication channel / process | Documented: ...Tax Planning Industries Contractors Dental Practices About Us Pricing Contact Client Portal Client Portal (346) 654-1888 Call Us Today Schedule Free Consultation Clean Books.... | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: DATAWISE FINANCIALS LLC · SOS file 0805589590 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Sep 25, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2024-06-15 (SOS charter date as recorded by the Texas Comptroller) | State business registry Third-party Sep 25, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 25, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy.html | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 11 pages of the firm's own site on 2026-09-25 (Firm's own website): Local / remote model stated (0 pts, max 3); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched Xero's advisor directory for 'DataWise Financials' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6).
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov) lists DATAWISE FINANCIALS LLC (SOS file 0805589590), status Active franchise taxpayer, checked 2026-09-25. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2024-06-15 as the SOS charter date as recorded by the Texas Comptroller.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 24 evidenced items come from DataWise Financials's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.