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J. Davis, CPA-AC

A Virtual Audit and Accounting Firm

Why Choose Our Firm?

Choosing the right accounting firm is more than just a decision—it's a commitment to the financial well-being of your organization. Here’s why we stand out:

Focused Expertise

Audits of Financial Statements: We specialize in audits for small businesses, non-profits and local government organizations with revenues under $30 million. Our deep understanding of the unique challenges and opportunities faced by small enterprises allows us to provide tailored, actionable insights. We are experienced in the specific regulatory requirements and accounting practices for non-profits and local governmental entities, ensuring compliance and optimal financial health.

Compilation and Review Services: We offer comprehensive compilation and review services to provide assurance to stakeholders without the extensive procedures of an audit. These services are ideal for businesses seeking to maintain the integrity of their financial statements in a cost-effective manner.

Virtual CPA Practice

Convenience and Flexibility: Our virtual CPA practice allows us to serve clients regardless of location. Save time and resources by collaborating with us remotely while receiving the same high-quality services you'd expect from an in-person visit.

Advanced Technology: We leverage cutting-edge technology to perform audits and other services efficiently, reducing the margin for error and increasing the accuracy of our assessments.

Comprehensive Business Tax Services

Business Tax Services: We manage the complexities of business and not-for-profit tax returns, helping you maximize deductions, stay compliant, and plan for future tax strategies.

Owner Tax Services: Our services extend to the business owners, providing personalized tax advice and planning to help you achieve your financial goals.

Full-Service Accounting (Select Openings)

Strategic Financial Management: Our full-service accounting solutions cover all aspects of your financial needs. We assist with bookkeeping, payroll, financial analysis, budgeting, and more, ensuring your financial operations run smoothly and efficiently. This comprehensive approach allows you to focus on growing your business while we handle the numbers.

Personalized Attention

Select Clientele: By focusing on a select group of clients, we ensure that each client receives dedicated attention and customized solutions. You're never just a number to us.

Accessibility: As a smaller firm, we pride ourselves on being readily available to our clients. You’ll always have direct access to the professionals handling your account, fostering a closer, more responsive relationship.

Cost-Effective Solutions

Competitive Pricing: Our streamlined processes and virtual model allow us to offer competitive pricing without compromising on quality.

Tailored Services: We offer a range of services that can be customized to fit your specific needs and budget, providing value at every step.

Commitment to Excellence

Client-Centric Approach: Your success is our priority. We work tirelessly to understand your needs and deliver solutions that drive your organization forward.

Continuous Improvement: We stay abreast of the latest industry trends and regulatory changes to ensure that our clients benefit from the most current and effective practices.

Choosing us means partnering with someone that values your unique needs, offers innovative solutions, and provides unwavering support. Let's achieve your financial goals together.

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Services Provided

Choosing a CPA with a limited practice area comes with significant benefits. By specializing in a select range of services, our firm ensures that you receive the highest level of expertise and personalized attention in these key areas:

  • Audits
  • Reviews
  • Compilations
  • Business Taxation
  • Business Owner Tax Services
  • Full-Service Accounting (Limited Availability)

Jamie L. Davis, CPA

Graduate - Shepherd University in 2003, Accounting and Business Administration, Passed CPA Examination on First Attempt, Past President of Local CPA Chapter Extensive experience in business, not-for-profit and LGO audits.

Contact Us

Our virtual firm allows us to serve clients across various locations efficiently and effectively. Reach out to us through the following channels for any inquiries or to schedule a consultation.