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Our Partners

At J.R. Davis & Associates we believe in the power of collaboration and synergy.  Through this, we partner with value-aligned, US-based CPA firms, professional service firms, Investment Advisors, Wealth Advisors, and Audit firms/Appraisers to provide their clients with the services they require.
Why Partner with Us?
When you partner with J.R. Davis & Associates, you’re not just selecting a service provider; you’re entering a dynamic partnership that is designed to propel your business forward.
What sets us apart:
  • Unparalleled Expertise: With over 25 years of experience in outsourced accounting and optimization, we bring a wealth of knowledge and industry-specific expertise to the table. Our team of experts is well-equipped to understand your business and provide tailored solutions.


  • Customized Services: We understand that no two partners are the same.  That’s why we offer personalized services that align perfectly with your unique goals and objectives.


  • Cutting-Edge Technology: Out commitment to staying at the forefront of technological advancements ensures that you’ll always have access to the latest tools and resources.  We empower our partners to thrive in the digital age.


  • Scalable Solutions: Whether you’re a startup, a mid-sized enterprise, or a multi-entity organization, our scalable solutions are designed to grow with you.  We adapt to your changing needs, ensuring long-term success.

Who Can Become A Partner?

We partner with value-aligned, USbased CPA firms, professional service firms, Investment Advisors, Wealth Advisors, and Audit firms/Appraisers to provide clients with services they need. 

What Services Do You Provide

We provide services that allow our partners to be much more efficient for their clients.  This includes, but is not limited to, outsourced accounting, segmentation analysis, data visualizations, and business optimization services.  

How Do I Get Started

Getting started is simple. Contact our team, and we’ll have a conversation to see how we can work together in a way that is tailored to your specific needs. 

What Kind Of Support Can I Expect As A Partner?

As a partner, you’ll receive dedicated support from our experts. We’re here to answer your questions, address your concerns, and help you achieve your goals. 

What Does It Cost?

Being a partner is free of cost to you.