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 20 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, MSBA

CEO

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

P. Jeni Davis, MBA

Vice President

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

Amy E. Loux

Project Manager

Amy Loux joined J.R. Davis & Associates (formerly DASI) in 2000. They continue 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, their diverse professional experience includes providing services across many industries–professional, individuals and technical.

Laurie Harrington

Accounting Associate

Laurie Harrington, a Marin County native, joined J.R. Davis & Associates in February 2013 as an accounting associate. Their 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, they gained fluency in financial analysis, financial statement preparation and audits, and human resource administration.

AJ Murrer

Business Analyst

AJ brings a strong understanding of Data Science to our firm. Their work with raw data reveals insights and trends to help our business partners optimize their performance. Their deep knowledge of SQL, Tableau, and Excel are vital tools for business operations.
Outside of work, AJ enjoys time with family, hiking, and basketball.

Education:

Master of Science – Business Analytics (MSBA): Dominican University of California

Consultants

Sterling Tate Inc.

Marketing & Communications

Sterling Tate Inc.  is a business strategy firm specializing in marketing and communications.  They provide J. R. Davis & Associates with website development and maintenance, marketing planning and implementation, communications, and general marketing and communications assistance where required.  In 2016 Sterling Tate took the lead in rebranding DASI to J.R. Davis & Associates.

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