Our Services
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 services for you. For example, if you are a start-up, you might be looking for Quickbooks training or business advising, but if you are a more established business, you might find our bookkeeping services and management services as a necessity.
Startups:
Maybe you don’t know where to start. In fact, maybe you are feeling overwhelmed. Because we take care of many businesses and have helped a variety of businesses start from infancy, we are ready to help you.
QuickBooks training – Let us train you so that you can expertly manage your own books.
Business consulting – Let us help you develop your business plan and look at your monthly expenses to see how you can become more efficient at running your business.
Established Businesses:
Maybe you have been in business for a while but feel like you want to do more, but you don’t know how to level up. We would love to help you take your business to the next level through our business management and bookkeeping services.
Business Coaching – Do you need a road map to reach your goals? We would love to help you achieve those goals.
Financial Preformance – Would you like to see your company make more money? Let our Quickbooks Pro-advisor look at your books to let you know what you need to do to get on the right track.
Review Financial Statements – Let us look at your balance sheet and income statement to see how we can help you.
Tax Solutions – We would love to work with your CPA to maximize tax savings.
Payroll Services – Using QuickBooks Payroll Services or another payroll provider, we would love to help you with your payroll.
Notes Payable – We will review your notes payable and work with lenders to reduce your overall financing cost.
Budgeting – We will create a budget and cash flow projections to help you plan to succeed.
Workers Compensation – We will save you time and money handling the management of reporting workers comp audits.
Build Communication – Are you having difficulty communicating with your staff? We would love to come up with solutions that will make that easier for you.
Accounting – Let us take over some of the tasks that your accountant does.
Loan Applications – As part of our business management services, we will help you apply and attain loans.
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
8. Payroll
9. Training
10. Data entry
Get the Right Info:
Financial Statements:
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 easier 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.
Review your QuickBooks – Let us look at your books to see how you are doing.
Action Plan – After we look at your books, we will come up with a plan of action to get you on the right track.
Bank Reconciliation – Using your bank statements, we will fix and complete your bank reconciliations.
Chart of Accounts – We will review your chart of accounts to see if that needs any updating.
Accounting Procedures – We will instruct your team on how to implement correct accounting procedures to manage transactions in QuickBooks.
Forms – Our team will help you understand how to use certain useful forms.
Daily Work – We will go over a step by step process for handling your daily work.
Payroll Solutions – We will look at your payroll services and look to solve any problems you are having.
Need a part-time manager?
Are you feeling like you love your business, but you don’t want to negotiate contracts or wrangle a customer for payment? Perhaps you just don’t know how to get the numbers going in the right direction.
There is a lot to managing a business, and we have the experience you need to succeed.
Lee has over 30 years of experience managing small businesses. He has the persistence, knowledge, skills and personality to run your business.
Learning From Our Customers:
Furthermore, we have a wide range of experience through our businesses to serve you. Lee Davis and Company is learning every day by managing more and more companies.
In fact, as a management company that services over 40 different companies, we have the unique opportunity to learn from a wide range of companies, which helps us better service our customers.
Check out how other companies are using Lee Davis and Company Management Service.
Ready to get your business humming along like you have dreamed. We would love to help you do that. Find out how other companies are doing that by checking out our page on Management Services.
Testimonials
“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