Services We Offer

At Accounting on Davis, we provide more than financial services — we offer clarity, confidence, and peace of mind. Whether you’re managing a business or your personal finances, we’re here to help you make sense of the numbers and move forward with confidence.

Accounting & Bookkeeping

  • We integrate seamlessly into your business by focusing on organization, security, and timely communication, ensuring you always feel in control and confident in your financial records.

    • Simple Onboarding: We integrate securely with your existing accounting software (QuickBooks, Xero, etc.) and establish a consistent communication plan.

    • Dedicated Support: You'll receive a dedicated point of contact who manages your file and provides proactive updates on a schedule that fits your business.

    • Data Security: All financial transactions and sensitive documents are handled with bank-level security and strict confidentiality.

    • Timely Delivery: We guarantee your key financial reports (Profit & Loss and Balance Sheet) will be prepared and delivered by a specific date each month/quarter.

  • We handle all the detailed financial heavy lifting, delivering fully reconciled, tax-ready reports month after month.

    • Accurate Recordkeeping: Full processing and classification of all financial transactions in your chosen accounting software.

    • Monthly Reconciliation: Precise balancing and cleanup of all business bank and credit card accounts.

    • General Ledger Maintenance: Correcting entries, posting journal entries, and maintaining a clean, accurate general ledger.

    • Payroll Processing: Timely and accurate calculation, distribution, and submission of all employee payroll and related tax filings.

    • Sales Tax Processing: Calculation of applicable sales tax, timely filing, and payment submissions to all necessary state and local authorities.

    • Management Reporting: Preparation of essential internal financial statements for your use (Profit & Loss and Balance Sheet).

    • Compliance Tracking: Reliable tracking and recording of payroll and all necessary sales tax reporting (if applicable).

Consulting

  • We act as your financial strategy partner, providing expert research, advice, and implementation for complex challenges. Our focus is delivering clear, actionable results that drive efficiency.

    • Custom Strategy: We begin with a specific, agreed-upon scope (communicated and confirmed via email) to address your unique challenge.

    • Expert Research: We conduct detailed research on your topic—such as regulatory requirements for changing inventory methods—to explore all viable options.

    • Clear, Actionable Advice: We don't just provide data; we deliver practical advice and a recommended plan based on our findings.

    • Implementation Support: We assist with the necessary setup and changes within your accounting systems (like QuickBooks) to successfully implement the new strategy.

    • Quality Guarantee: All services are performed under the direct supervision of Lindsy Davis, ensuring the highest standards of quality and accuracy.

  • Our consulting services are limited to strategic advice and implementation related to the agreed-upon project. We do not provide ongoing maintenance or tax services under this engagement.

    • Initial Focus: Our foundational consulting includes research, advice, and implementation for complex organizational challenges.

    • Future Engagements: As new strategic needs arise, the terms and scope of the consulting engagement will be agreed upon via email and will be considered an extension of our partnership.

    • Exclusions: This engagement does not include the performance of routine tasks, such as:

      • Bookkeeping, Accounting, or Payroll Services

      • Standard Tax Preparation

      • Attestation Services

      • Extensive tax planning, year-end projections, or audit representation.

Tax Preparation

  • We provide meticulous Federal and State tax preparation for both your business and individual returns, focusing solely on compliance with tax law. Our goal is to ensure your return is accurate, properly filed, and optimized within legal limits.

    • Comprehensive Filing: We prepare and file your annual Federal and State tax returns for your business and personal.

    • Electronic Filing: All eligible returns are filed electronically for speed and security; paper filing is used only when required.

    • Expert Judgment: We apply professional judgment to complex issues, taking favorable positions on your behalf where legally supportable, and we will explain all options to you.

    • Extensions & Deadlines: We are authorized to file necessary extensions upon request. We must receive all your information by March 15th to guarantee filing by the April 15th deadline.

    • Year-Round Support: We answer basic tax questions free of charge. For more complicated questions, research, or advice, we will bill at our standard hourly rate.

  • Accuracy in tax preparation is a partnership. Your role is essential in providing complete information, and you maintain final responsibility for the signed return.

    • Your Responsibility: You must carefully review and sign the final returns and retain all original supporting documentation (receipts, invoices, etc.) used to prepare the return.

    • Information Requirement: You represent that all information provided to us is accurate and complete. We rely on this data and do not audit or verify it; however, we will ask for clarification as needed.

    • Disclosure of Activity: You must advise us if you conducted business, received compensation, or formed a new business entity in any other state during the year.

    • Avoidance of Penalties: This service is for legal compliance. No advice we provide should be used for the purpose of avoiding IRS penalties.

    • Exclusions: This engagement is strictly for tax preparation and does not include:

      • Ongoing Bookkeeping or Accounting Services

      • Attestation Services (Audits, Reviews)

      • Extensive tax planning, projections, or audit representation.

Need Help?

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