Data.
Insight.
Action.
We make your small business data useful, visual, and actionable.
At Deepwake Analytics, we transform your scattered accounting, financial, and third-party data into intuitive Power BI dashboards that reveal the story behind your numbers. By blending bookkeeping feeds with market benchmarks, consumer behavior metrics, and industry trends, we deliver:
Clear Visuals – Custom charts and KPIs that spotlight revenue drivers, cost leaks, and cash-flow timing.
Predictive Insights – AI-powered forecasts that model “what-if” scenarios, seasonality, and pricing changes before you commit.
Actionable Profiles – Customer and product segmentation that shows who buys, how often, and at what margin.
Hands-On Guidance – Plain-English narratives and alerting workflows so you know exactly which levers to pull next.
The result: small-business owners gain the clarity and confidence to cut waste, seize growth opportunities, and steer their companies with data-backed precision, all without the technical hassle.
Our typical client
We work with small business owners—ranging from early-stage startups to established companies—typically generating between $1–5 million in annual revenue. Many are hands-on professionals who’ve grown their businesses through expertise and persistence. As operations expand, they often struggle to keep track of data scattered across accounting platforms, CRMs, and spreadsheets.
Most have a strong “back-of-the-napkin” understanding of how their business is performing but rarely have the time or infrastructure to dig deeper. That’s where we come in. Deepwake Analytics centralizes that fragmented data into clear, actionable dashboards—so owners can make better decisions with confidence and clarity.
We commonly serve:
- Dental and medical offices
- Contractors (HVAC, plumbing, electrical, general)
- Food, beverage, and hospitality businesses
- Small and regional financial services entities
We help these owners shift from gut feeling to data-informed strategy, without the complexity of building out internal analytics teams
About us
Cody Mitchell
Cody is a co-founder of Deepwake Analytics, where he provides business intelligence solutions and insights to help small businesses on their analytics journey. Cody's background includes data analysis, business intelligence, and processes improvement in the finance industry, working closely with leaders in banking, financial technology, and private wealth management, to turn data into actionable insights.
Cody is Microsoft certified in Power BI and has expertise in BI tools such as SQL, Fabric, and Azure. In Phoenix, Arizona, he spends much of his free time outdoors, fishing, golfing, or hiking with his girlfriend, Dayana.
Nelson Greene, CFP®
Nelson is a co-founder of Deepwake Analytics, where he helps small business owners transform financial data into clarity and direction through Power BI dashboards and strategic insights. His background spans banking, institutional wealth management, and private wealth, with deep expertise in financial technology, tax strategy, and long-term planning.
Nelson holds the CFP® and EA designations, as well as a Series 65 license. Based in Jacksonville, Florida, he enjoys boating, outdoor activities, and spending time with his wife, Brittani, and their daughter.
Get in touch
Deepwake Analytics has over 20 years of experience providing top-tier financial and conusulting services. We're ready to discuss how we can help optimize your company's data and analytics strategy. Please get in touch using the contact details below.