Eight senior partners. 200+ years of combined experience. The kind of financial advisory that used to require a national firm.
There’s a moment when “my CPA handles it” stops being enough. Your business is more complex. The tax implications are bigger. You need a strategic thinker in the room — not just someone who files your returns in April.
Maybe your current firm is fine. But fine doesn’t protect you when the IRS calls. Fine doesn’t help you structure your acquisition. Fine doesn’t show up when your lender needs a reviewed statement by Friday.
That’s where Davis Group is different.
“You’ve outgrown your accountant. The question is — when did it happen?”
of growing businesses are underserved by their current CPA firm
A comprehensive public accounting firm built on decades of Florida experience, national-firm training, and an unwavering commitment to the clients we serve.
We work side-by-side with clients to determine the right level of service — audit, review, compilation, tax, or full CFO advisory — for their specific situation.
Nonprofits, construction firms, law practices, healthcare organizations, HVAC contractors, manufacturers, real estate investors, and high-income professionals.
“Every client gets direct access to a senior partner. No hand-offs. No junior associates standing between you and the answer.”
Our eight partners didn’t build their careers in a box. They came up through national firms. They’ve worked through recessions, tax code overhauls, and every regulatory shift the state of Florida has thrown at the industries we serve.
They’ve seen what happens when businesses get the wrong advice at the wrong moment — and they’ve made it their purpose to make sure that never happens to a Davis Group client.
Your questions reach someone with 20–40 years of experience, every time.
That level of expertise, brought to Central Florida and kept here.
Strategic guidance when the decisions are made — not after they’re done.
We don’t serve everyone. We go deep where our partners have spent their careers.
A 45-minute discovery conversation — no charge, no pitch, no pressure. We ask the right questions and hear the answers before we recommend anything.
Your industry. Your stage. Your goals. We match you to the partner whose background fits your business — not whoever has availability.
Not just at tax time. Your partner is accessible and proactive year-round — because that’s when the guidance actually matters.
Independent, GAAP-compliant audits that go beyond compliance. Streamlined, strategic, and designed for real insight — not just a signed opinion.
Learn More →Proactive strategy that goes well beyond filing. We identify what you’re missing and keep more working for you — legally.
Learn More →Executive-level financial leadership without the full-time executive salary. Strategic guidance and the visibility to lead with confidence.
Learn More →Full ERISA compliance, timely filing, and audit quality that protects your fiduciary responsibility.
Learn More →Accurate, timely books and reports you can actually use. Plus a team that catches what QuickBooks doesn’t — before they become problems.
Learn More →The right level of assurance for your situation — lender, grantor, or board requirement. We guide you to the right choice and execute it cleanly.
Learn More →Generic accounting gets generic results. Davis Group’s partners have spent careers inside specific sectors — and that depth shows.
Audits, 990 prep, grant compliance, board reporting.
WIP reporting, job costing, bonding capacity.
Cash flow, job profitability, growth advisory.
IOLTA, trust accounting, partner tax strategy.
Practice financial management, entity structuring.
Cost analysis, inventory, multi-state compliance.
1031 exchanges, depreciation, partnership tax.
Owner tax optimization, structure, succession.
The question isn’t whether you need better financial guidance.
It’s what it’s cost you to wait this long to find it.
Every Davis Group client is matched with a senior partner — not a rotating associate. Your partner has 20–40 years of experience and a personal stake in your success.
“We built this firm to be the kind of place we’d want as clients ourselves.”
We believe in straight answers. If you don’t see what you’re looking for, one phone call gets you there faster than any FAQ list.
Call 407-434-7900A bookkeeper records your transactions. A CPA firm like Davis Group interprets what they mean, ensures legal compliance, minimizes your tax burden, and advises on financial decisions. For a growing business, the gap between those two things can cost you significantly.
It depends on who’s asking. Lenders, grantors, and government agencies often specify the level of assurance they require. We walk every new client through this decision — there’s no guesswork.
Your Outsourced CFO reviews your financial statements, advises on cash flow, models scenarios, and gives you someone to call on major business decisions. CFO-level thinking at a fraction of the cost of a full-time hire.
You work with a partner. That’s not a marketing line — it’s how we’re structured. Every Davis Group client is assigned a senior partner who remains your primary contact. No rotating associates. No hand-offs.
We start with a 45-minute discovery conversation — no charge. We learn about your business and what you’re trying to solve. Then we recommend the right service level and partner match. Most onboarding is complete within two to three weeks.
Nonprofit organizations, construction, HVAC, law firms, healthcare, manufacturing, real estate, and professional services. Our partners have built deep expertise in these sectors over decades — it’s not a list on a page, it’s where they’ve actually worked.
Free Resource — Instant Download
A practical, no-fluff checklist of the tax strategies your current CPA may not have discussed. Walk away knowing exactly which ones apply — and what they’re worth.
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The consultation is free. The conversation is direct. And if we’re not the right fit, we’ll tell you — and point you somewhere that is.