About J.R. Davis & Associates

Our Commitment

Combining three decades of experience in financial and client services, J. R. Davis & Associates is with you all the way. At J.R. Davis & Associates we work directly with you as your trusted advisor and fiduciary.

Our Organization

In 1998 Jason R. Davis and P. Jeni Davis created Data & Admin Services, Inc. as the next logical step in their careers. After 18 years of successfully helping clients build and grow financially sound businesses, DASI found itself growing and offering more services to an ever diverse global client base.

In 2016 J.R. Davis & Associates (JRDA) became a division of Data & Admin Services, Inc. as Jason and Jeni continued working with their staff and clients building relationships through consistent collaborative work. “We believe that the stakeholders of a business understand what they need to do to run the business.  J.R. Davis & Associates is dedicated to guiding the key business stakeholders in the “how’s, why’s, and when’s” of the fiscal operations of the company. We believe that partnering with us will allow you, the management, to maximize the fiscal health of your business.”

Our Vision

J.R. Davis & Associates is an innovative organization that provides reliable and consistent financial-operations services which meet clients’ specific needs while fulfilling employees’ personal and professional needs through sustainable, conscious growth.

Our Mission

J.R. Davis & Associates facilitates financial operations for businesses and individuals through Strategic Financial solutions.

Our Team

Jason R. Davis


In 1988 Jason R. Davis,  a local Marin County businessman, started his finance career as a banker in San Rafael.  A decade later he formed the accounting, bookkeeping, and consulting firm, Data & Admin Services Inc. (now doing business as J.R. Davis & Associates) Jason and his staff manage more than 50 client relationships and oversee more than $200M in transactions annually.

P. Jeni Davis

Vice President

Jeni Davis is a San Francisco native. She founded J.R. Davis & Associates (formerly DASI), an accounting, bookkeeping, and consulting firm, with Jason in 1998.  Jeni started her career in computer network sales and evolved J.R. Davis & Associates to the meet the needs of its many diverse clients.  Her process driven mindset, efficiency solutions and client centric services, foster her ability to partner exceptionally well with our clients.

Kimberly Warren

Director of Client Operations | Accounting and Audit

Kimberly joins J.R. Davis & Associates with over 20 years of corporate financial experience having begun her career with Ernst & Young, LLP in 1996. Kimberly went on to build an impressive resume combining a unique set of skills in Accounting and Business Development that unite seamlessly to provide our clients with the highest levels of service and expertise in the industry.

Amy E. Loux

Project Manager

Amy Loux joined J.R. Davis & Associates (formerly DASI) in 2000. She continues to be enthusiastic and dedicated to serving clients. Jason and Jeni found Amy’s strong liberal arts education to be the perfect complement to understanding the needs of J.R. Davis & Associates clients. In addition, her diverse professional experience includes providing services across many industries–professional, individuals and technical.

Cody Baldwin

Business Analyst

Cody Baldwin is a recent Cal Poly San Luis Obispo graduate with a B.S. degree in Business Administration and an emphasis in Financial Management. After spending four years in beautiful San Luis Obispo, Cody returned to his native Marin County to further his knowledge of business operations and financial management.

Becca Malone

Senior Accounting Manager

Becca Malone joins J.R. Davis & Associates with over fifteen years of accounting experience.  Her background includes payroll accounting, accounts payable, and cost analysis.  Her natural leadership skills make her a wonderful addition to our management team.

Danielle Hernandez

Accounting Manager

Danielle brings us established financial and managerial expertise garnered through her career in a variety of industries including Real Estate, construction, and foreign/domestic government.  Well versed in contracts and funding forms, Danielle is a wonderful addition to the J.R. Davis & Associates team.

Laurie Harrington

Accounting Associate

Laurie Harrington, a Marin County native, joined J.R. Davis & Associates in February 2013 as an accounting associate. Her diverse accounting background includes accounting manager for a leasing company and treasurer for a soccer distributing company.

Jennifer Lippay

Accounting Associate

Jennifer brings us established financial experience in a variety of industries including hospitality, construction, insurance and internet. As the financial manager for those entities, she gained fluency in financial analysis, financial statement preparation and audits, and human resource administration.

Cecilie Lathrop

Accounting Associate

Cecilie joins J.R. Davis & Associates to assist with the Accounts Payable and reconciliation needs of our clients.  Her background includes bookkeeping services as an independent contractor for local physical therapists and working for a local boutique accounting firm that specialized in restaurants. 

Eric Ryn

Office Manager

Eric Ryn joined J.R. Davis & Associates in 2017.  He brings us over 14 years of experience in Facilities Management having managed over 12 offices nationwide.  Eric’s experience, positive attitude, and work ethic make him a welcome addition to our team.

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