Industries & Client Profiles

J.R. Davis & Associates works with Businesses and Individuals to maximize their business potential.

We specialize in assisting our clients with putting into practice the financial information that is at the foundation of small business fiscal management. We offer a multi-level set of services that are developed for your unique business. By focusing on the common issues facing small businesses of any type, we have built consistency, efficiency, and transparency into our services.

Once we assess your business needs, the plan we develop with you becomes a dynamic tool for facilitating the day to day operations of your company. As your business needs change, our services will change to accommodate newly defined needs. Our skilled associates are with you throughout the process.

  • US Subsidiary formation
  • Federal, State and Local tax compliance
  • Accounting systems
  • Manage supply chain relationships
  • Manage customer accounts
  • Banking relationship management
  • Officer appointment
  • Employee Practice management
  • Inter-company reports
We work with you to meet your business goals

Our Clients

J.R. Davis & Associates clients value relationships in business and they find that value in us. We understand the needs of companies with revenues up to $20 million dollars annually. We also specialize in working with start-up entrepreneurs to lay the groundwork for excellent fiscal management and organization. Our clients value our expertise as we help them bridge the gap between ordinary bookkeeping and the services of the CPA. With 28 years in business in more than 250 operating environments and 10 countries around the world, we assist businesses in creating the operational accounting they need.


Industries
  • Professional Partnerships and Principles
    • Accounting Firms
    • Consulting Firms
    • Investment Advisors
    • Investment Fund Managers
    • General Service Companies
    • Law Firms
  • Wholesale & Distribution
    • Consumer Products
    • Commercial & Professional Products
  • Construction
    • General Contractor
    • Subcontractor
  • Real Estate
    • Developers
    • Commercial Portfolio and syndicated funds
    • Residential Properties
  • Renewable Energy
    • Solar Utility Power Purchase Agreement – Debt & Equity Financed
    • Wind
  • Retail
    • Specialty Sporting Goods
    • Multi Store
    • Specialty Retail
  • Not For Profit Organizations
    • Development
    • Program
    • Event
  • Trusts & Individuals
    • Family Office
    • Real Estate
    • Investment Tax Basis Tracking
    • Multi Generational
    • International
    • Expense Management