About Data Wise Administration
At Data Wise Administration LLC, we believe that small and medium-sized businesses deserve access to the same high-quality services that large corporations enjoy. We are committed to providing comprehensive financial management and cutting-edge marketing solutions that empower our clients to succeed in today’s competitive marketplace. With decades of combined experience, we are here to ensure that your business operates efficiently, stays financially sound, and stands out in the market.
From bookkeeping and tax preparation to branding, website design, and SEO optimization, our goal is to streamline your operations and help your business grow. Our team combines deep expertise in financial management with creative, data-driven marketing strategies, making us a one-stop-shop for all your business needs.
Leading the way at Data Wise Administration LLC are two experienced professionals with extensive backgrounds in finance, technology, and marketing. Their passion and dedication drive our mission to provide exceptional service to our clients. Learn more about our leadership team and their unique journeys below.
Katherine
Founder, CEO
Katherine brings over 20 years of experience in bookkeeping, tax preparation, and business administration, with a career that began in 2004. Starting with providing local bookkeeping and marketing services to small businesses, Katherine quickly became known for her attention to detail and ability to help businesses manage their finances effectively.
In 2008, she expanded her expertise into tax preparation, becoming certified and working with national firms such as Jackson Hewitt and H&R Block. Throughout this period, she managed financial accounts for both businesses and individuals, helping them maximize deductions and navigate tax complexities.
By 2013, Katherine was working with Fortune 100 companies, managing large-scale print marketing campaigns for brands like MillerCoors, Blue Moon Brewing Co., Kellogg's, Procter & Gamble, and Starbucks. Her role in delivering high-quality, on-brand marketing materials solidified her expertise in handling projects for high-profile clients.
In 2015, Katherine expanded her focus to digital marketing, joining DISH Network where she managed both print and digital campaigns. Leading projects from creative concept through execution, she ensured timely, high-quality delivery across various platforms.
In 2022, Katherine founded Data Wise Administration LLC, combining her extensive experience in financial management and marketing to offer a comprehensive range of services to small and medium-sized businesses. Today, her firm provides tailored solutions in:
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Bookkeeping and Tax Preparation: Delivering accurate financial management and expert tax services.
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Branding and Website Design: Creating cohesive brand identities and professional websites.
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SEO, Social Media Management, and Digital Advertising: Enhancing online visibility and business growth through targeted strategies.
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Printed Materials: Developing impactful printed advertising and marketing materials.
Katherine’s mission is to bring the high-level expertise used by Fortune 100 companies to small business owners, helping them compete in today’s competitive landscape. Her unique blend of financial and marketing skills enables her to deliver comprehensive, customized solutions that drive success for her clients.
Andrew
Director of Technology and Operations
With over 25 years of experience in building and managing successful business ventures, Andrew specializes in Information Technology (IT) and Project Management. His expertise lies in helping businesses and agencies seamlessly integrate hardware and software solutions, providing troubleshooting, upgrades, and technical support. Over the years, he has worked across various industries, offering organization and training that help companies improve their operational efficiency.
Andrew’s entrepreneurial spirit has driven him to build three businesses from the ground up, gaining deep insights into multiple aspects of business growth and success. From managing training projects to leading IT initiatives and implementing process standardization, Andrew has worked with businesses and agencies across the country to deliver innovative and scalable solutions.
In addition to his business ventures, Andrew led cross-functional teams in developing cutting-edge mixed reality software applications for industries such as the Department of Defense (DoD), healthcare, and manufacturing. With extensive experience managing complex, multidisciplinary projects ranging from $150K to $16M, Andrew excels in utilizing Agile and Waterfall methodologies to deliver impactful solutions.
For three years, Andrew successfully ran a thriving residential moving labor company in Upstate New York. After selling the business, he relocated to Tennessee to focus on new ventures. Today, he brings his expertise in IT, project management, and technology integration to Data Wise Administration LLC, where he helps small and medium-sized businesses streamline operations and achieve sustainable growth.