Reliable Financial Services for High-Level Success
Unlock a suite of high-level accounting, bookkeeping, and advisory services tailored to growing enterprises. If discretion, precision, and results matter to you — you’re in the right place.

General Bookkeeping
We provide comprehensive bookkeeping services to track and record financial transactions accurately, including income and expense categorization, bank reconciliations, and journal entries.

Bookkeeping Clean-Up
Take command of your finances with our Elite Bookkeeping Clean-Up Service. We organize, reconcile, and refine your records to ensure precision, efficiency, and peace of mind.

Accounts Receivable/ Payable
Our team will efficiently manage your business's AR/AP processes, including timely invoicing, tracking payments, managing vendor bills, and reconciling statements.

Payroll Services
Davis & Co provides seamless, concierge-level payroll through QuickBooks, managing calculations, tax withholdings, and timely payments. We ensure your team is paid accurately and effortlessly

Financial Reporting
Preparation of regular financial reports, such as balance sheets, income statements, cash flow statements, and customized financial analyses to provide insights into business performance and to aid in decision-making.

Financial Analysis
We will be able to assist with thorough analysis of financial data to identify trends, patterns, and areas of improvement. Providing key performance indicators (KPIs) and financial metrics to help businesses make strategic decisions.

Tax Preparation and Compliance
Your business will receive expert assistance preparing and filing tax returns, including income, sales, and payroll taxes — ensuring compliance and optimizing deductions to minimize liabilities.

Software Setup and Training
Assistance with setting up accounting software systems, customization training based on business needs, and training staff on how to effectively use the software for day-to-day bookkeeping tasks.