Frequently Asked Questions

What is an “Outsourced Accounting Solution” and what benefit does it have for me?

J.R. Davis & Associates is a complete outsourced accounting solution. We provide a robust suite of accounting and financial services to individuals and small to mid-sized companies.

J.R. Davis & Associates provides an economical alternative to hiring a full time employee as we are a team of highly skilled accounting professionals creating significant accounting function efficiencies.

Do you provide accounting solutions for both individuals and companies?

Yes, we provide services for both individuals and companies of all sizes.  Contact us today for more information on how can assist you.

I’m being audited. Can you help?

Absolutely! J.R. Davis & Associates provides Audit Management including Internal Controls Development, Reporting, and Compliance. Contact us for more information.

Do you provide services as I need them, or do I need to become a full-time client?

All of the services at J.R. Davis & Associates are client directed. Some clients require our services once a year, while others require our services on an ongoing basis.

I want to launch my company in the United States – can you help?

J.R. Davis & Associates is experienced in US Subsidiary formation and will assist you to ensure compliance with Federal, State, and local tax compliance, accounting systems, banking relationship management, officer appointment, and inter-company reports.

We have maintained an in-house accounting solution, but now we need additional services. Can you help?

Absolutely! Entrusting J.R. Davis & Associates ensures you will have piece of mind your accounting needs are being handled efficiently, saving you time and money.

Can you help me with my businesses overall financial strategy?

Absolutely! One of our specialties is creating customized financial plans to ensure our clients success. Contact us today for more information.

Can you prepare both my business and personal tax returns?

J.R. Davis & Associates works in tandem with your CPA’s to complete personal and corporate tax returns.

What CFO/Controller services do you offer?

J.R. Davis & Associates offers controller and CFO outsourced services. Please contact us today for more information.

How do you bill for services?

Services are client directed and billed monthly.

What does “reconciling my accounts mean” any why don’t any online accounting solutions offer that service?

Reconciling your accounts is the process of ensuring that two sets of records (most commonly the balances of two accounts) are in agreement. The reconciliation process is used to ensure that the money leaving an account    matches the actual money spent.

At this time, there are no online accounting services that are completely capable of providing effective reconciliation services.

J.R. Davis & Associates are experts in account reconciliation. Contact us today for more information.

I need to set up payroll for my company. Can you assist with this?

Absolutely. Please contact us today for more information on how we can set this up for you.

What is the difference between Bookkeeping and Accounting?

Bookkeeping relates primarily to source documentation and processes. For example invoices, checks, contracts, purchase agreements, and sales documents. Your accounts receivable and accounts payable.
Accounting is defined as “the process of producing sound financial documents”.  The accounting process includes summarizing accounts, preparing quarterly financial reports, annual financials reports, working in   tandem with your CPA’s, and providing an in-depth analysis of the financial health of your business.

Do you only work with local clients?

J.R. Davis & Associates works with clients globally.

What hours are you available?

J.R. Davis & Associates hours are Monday to Friday, 9am to 5pm PT. You may email us at anytime and we will get back to you within 1 business day.

What’s the best way to contact you?

Please visit our Contact Page for full contact information.

Please note that we are closed on weekends and on all major national holidays.