J.R. Davis & Associates works with business leaders to guide and support them in the optimization of their organization. 

J.R. Davis & Associates – Since 1998

Transaction Management & Execution

Due Diligence

Bookkeeping Services


Customized Reporting

Tableau Visualization

Management Solutions


Business Assessments

Optimization Consulting

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J.R. Davis & Associates works with purpose-driven organizations to build engagement and maximize competitive advantage. Every successful organization critically and objectively analyzes its position. Let us help you understand your organization’s position and help you create a strategy to maximize your competitive advantage.

We specialize in assisting our clients with putting into practice the financial and strategic information that is at the foundation of small business 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.