What we do at Davis Group

Our dedicated team is committed to optimizing your financial success through meticulous accounting, tax planning, and strategic guidance. Trust us to navigate your financial landscape with precision and integrity.

Assurance Services

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Tax Services

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Client Partnering

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Assurance services

Working with you side by side

    Whether it’s an audit, review, or compilation, the service you require will depend on many factors.  Our professional team will clearly guide you through the myriad of considerations in making this decision.  There are typical levels of accounting and auditing services offered by other companies, and then there are our services.

    • Audit – An audit is the highest level of financial statement service that an accounting firm can provide to its clients. Our audit goes beyond the numbers to discover what the data reveals in order to guide you through current and future business opportunities.
    • Review – A review is a cost-effective, reliable snapshot of your companies performance and is often acceptable for lenders, investors and management. Our review will include a deeper investigation of the numbers by applying benchmarking techniques or additional procedures to offer greater feedback on performance.
    • Compilation – A compilation is an assembly of data in financial statement format. It examines the data in conjunction with business procedures to provide a more robust picture of your financial operations.
    • Agreed upon procedures – Agreed-upon procedures are activities that will be employed in the investigation of specific accounts or procedures. After thorough investigation, we will report on the procedures used and any resulting findings.

    tax services

    Effective business tax strategies

    Planning and oversight are essential to obtaining the rewards of effective business tax strategies.

    The Davis Group approach begins with rigorous tax planning and evaluation of optimum strategies and then continues with constant monitoring of implemented tax strategies. This same approach is followed for personal tax services, with particular attention paid to individual objectives while also considering business, estate, and succession issues.

    Client partnering (Outsourcing)

    Partnering for financial peace of mind

    Effective financial management is a cornerstone of organizational success, encompassing a spectrum from daily accounting tasks to comprehensive financial reporting.

    Recognizing the multifaceted nature of accounting, The Davis Group offers invaluable assistance tailored to diverse business needs. If you find yourself grappling with a lack of clarity regarding your business finances, require qualified resources, or prefer redirecting your time and energy toward customer service and core operations, our expert team stands ready to alleviate these concerns.

    At The Davis Group, we go beyond conventional accounting services by offering fully outsourced accounting support. This comprehensive approach is designed to align seamlessly with your financial and operational objectives. By entrusting us with your accounting responsibilities, you gain the freedom to focus on what you do best—serving your customers and driving business growth.

    Our seasoned professionals bring a wealth of expertise to the table, ensuring not only accuracy in day-to-day financial tasks but also strategic insights that contribute to your overall success. With The Davis Group as your dedicated partner, you can navigate the intricacies of financial management with confidence, knowing that your organization’s financial health is in capable hands.

    Consulting

    Expert advice for your financial success

    Our consulting services are designed to address the unique needs of your business, whether you’re a startup charting your course, a mid-sized company seeking operational efficiency, or an established enterprise aiming for strategic expansion. We understand that every business is distinctive, and our approach reflects this by offering personalized consulting solutions.

    Our team of seasoned consultants collaborates closely with your leadership to gain a deep understanding of your industry, market dynamics, and specific challenges. This knowledge forms the foundation for crafting strategies and solutions that are not only effective but also aligned with your long-term goals.

    Davis Group’s consulting services cover a wide spectrum, including financial planning, process optimization, risk management, and business advisory.

    Whether you’re looking to enhance your operational efficiency, develop a robust financial strategy, or navigate complex regulatory landscapes, our consultants are equipped with the insights and experience to guide you. We pride ourselves on being more than just consultants; we strive to be trusted partners invested in your success.

    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.

    Orlando Main Office

    390 North Orange Avenue, Suite 1500 Orlando, FL, 32801

    407-434-7900

    Altamonte Springs Auxiliary Office

    940 Centre Circle Suite 3014. Altamonte Springs, FL 32714

    407-260-9101