Monthly and Quarterly Accounting Services in Orlando – Accurate Books. Better Decisions. Real Growth.
CPA-Led Bookkeeping and Financial Reporting Built to Support Your Strategy
About us
Audit Services at the Davis Group
At Davis Group P.A., we deliver accurate, timely, and decision- ready financials to business owners across Orlando, Altamonte Springs, and Brevard County. Our monthly and quarterly accounting services bring clarity, control, and confidence to your business—every single month.
If your books are messy, late, or incomplete—you’re not just disorganized. You’re flying blind.
Financial Clarity
Why Financial Clarity Is Your Competitive Advantage
Most accounting firms close your books. We go further. With Davis Group P.A., you get:
Clean, categorized transactions
Fully reconciled bank and credit card accounts
Custom, easy-to-understand reports
Clear tax planning visibility
We don’t just deliver financials—we help you use them.
Monthly & Quarterly
Monthly & Quarterly Services Include
- Transaction categorization and general ledger maintenance
- Bank and credit card reconciliations
- Journal entries (depreciation, accruals, prepaids)
- Creation of supporting schedules (amortization, liabilities, etc.)
- CPA-reviewed financial statements
- Quarterly financial performance calls for insight and planning
Don’t Let Messy Books Slow You Down
Book your free accounting consultation today and discover how Davis Group P.A. can turn your bookkeeping into a strategic asset.
We Serve
Who We Serve
This is for businesses that want more than after-the-fact bookkeeping:
- Service-based businesses and consultants
- Medical, dental, and legal practices
- Construction firms and real estate investors
- Multi-entity or franchise organizations
- Founders who want proactive financial clarity
Solutions
Bundled Solutions That Scale With You
Many of our clients bundle monthly accounting with:
- Tax Planning & Compliance
- Outsourced CFO Services
- Audit Readiness & Internal Controls
Your accounting should work in sync with your overall strategy— not in isolation.
FAQ’S
Frequently Asked Questions
What’s the difference between bookkeeping and CPA- reviewed accounting?
Bookkeepers record transactions. At Davis Group P.A., we ensure financial accuracy and deliver interpretation—so you know exactly what your numbers mean.
Can I upgrade from quarterly to monthly if needed?
Yes. All of our services are scalable, based on your business’s complexity and goals.
Will this help reduce tax prep costs or errors?
Absolutely. Clean, current books mean faster filings, fewer errors, and maximized deductions.
We Serve
Where We Serve
- Orlando (Winter Park, Downtown, Lake Nona)
- Altamonte Springs and surrounding Seminole County
- Brevard County: Melbourne, Palm Bay, Titusville, Cocoa, Rockledge, Satellite Beach
- Tampa and the surrounding areas
- Volusia County: Daytona Beach, Ormond Beach
Contact Us
Centrally located in the City National Bank building in downtown Orlando, we are a quick drive from anywhere in town. We offer parking validation when visiting our office.