Lee Davis and Company Services
The Services at Lee Davis and Company are your business essentials to get your books and business going in the right direction. If you are feeling overwhelmed with financial instability or disorganization, we are your company. In fact, we have the solutions you need, from bookkeeping to management services to position your business at the top.
We work with all types of businesses.
Whether you’re getting ready to launch a brand new start-up or you have an established business, we have the financial services for you. For example, if you are a start-up, you might be looking for Quickbooks or business advising, but if you are a more established business, you might find our bookkeeping services and management services as a necessity.
New Business Start-up – Maybe you don’t know where to start. In fact, maybe you are feeling overwhelmed. Becuase we take care of many businesses and have helped a variety of businesses start from infantcy, we are ready to help you.
Services we provide to new startups include:
1. Business plan development
2. Quickbooks support
3. money savings strategies
4. business and accounting management.
Accounts Payable (entry bill paying) – Do you need help paying your bills? Let us take care of your payments for you.
Accounts Receivable (entry invoicing deposits)- Are having trouble getting your bills out on time? Let us use the bill invoicing system and time tracking to assist you.
Bank Reconciliation – Are you having trouble reconciling your bank statements? Let us help you make bank reconciliation simple.
Quickbooks Certified and Ready to Help
Quickbooks Desktop or Online – Do you need someone who can put you on the right track with Quickbooks Desktop or Quickbooks Online?
What we offer for Quickbooks:
1. Quickbooks certified
2. Sales – Let us help you choose the right product.
3. Set up and training, support and trouble shooting
4. Quarterly reconciliation
5. Quarterly financials
6. Expense management
7. Online document storage
10. Data entry
Get the Right Info:
In order to get your business to the next level, we need to assess your company’s financial health regularly. This is an easy thing to do using standard Quickbooks tools.
The financial tools at your disposal are:
1. Balance Sheet
2. Income Statement
3. Other in-depth reports
Let us set up your financial statements to run for you automatically. With these statements you will be able to track your company’s progress daily, which makes it so much easie to know where you are in relationship to your goals.
Quickbooks Quick Tune Up Service –
You may have been using Quickbooks for a while or perhaps you are a brand new user. Whatever your situation may be, our tune-up shows you how to use Quickbooks to save you time and money and helps you get more out of Quickbooks.
Get on track with your Quickbooks and start making the financial decisions that are right for your company.
Behind or Not Balanced
Maybe you are behind or your books aren’t balanced. We would love to help you get back on track. Give your books to us, and we will help things run smoothly again.
“I cannot begin to express my gratitude for Lee’s effort on behalf of the farm and its reboot! He zeroed right in on what needed to be done. Lee was sooo wonderful to work with and totally able to take the ball and run toward the right goal posts. I cannot thank him enough.”
-Isabella (Boo) Marten, M.Ed.
“Lee understands the many challenges faced by young businesses and has brought tremendous value to my business.”
-Courtney Solod, Owner of Eclipse Training Center
“I was looking for a business coach to guide me through my growing business. It was fortuitous that I met Lee. He was everything I was looking for…Friendly, accessible, knowledgeable. Lee really cares about my business and genuinely wants me to succeed. With his direction my business will grow to its fullest potential.”
-Debra McLaughlin, Owner of Deb’s Decor, Home Staging and Interior Design