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
Tax Services
Client Partnering
Consulting Services
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 Services
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.
Our Services
Audit Services In Orlando
we provide independent, GAAP-compliant audits for businesses and nonprofit organizations across Orlando, Altamonte Springs, and Brevard County. Our process is streamlined, strategic, and focused on helping you not only meet regulatory requirements—but use your audit as a launchpad for growth.
Tax Planning And Compliance Services
Whether you’re a high-income professional in Orlando, a real estate investor in Rockledge, or an LLC owner in Altamonte Springs, we’ll help you legally minimize your tax burden and plan with confidence
Outsourced CFO And Controller Services
At Davis Group P.A., our Outsourced CFO and Controller services give business owners in Orlando, Altamonte Springs, and Brevard County executive-level insight and strategic direction— at a fraction of the cost of a full-time hire.
Monthly and Quarterly Accounting Services
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.
Compilation Services
When you don’t need assurance—but still want professional, organized financials—a compilation engagement gives you what you need without the added cost or complexity of an audit or review.
Single Audit Services
We help federally funded organizations across Orlando, Altamonte Springs, and Brevard Countystay compliant with 2 CFR Part 200, Subpart F—without delays, disruption, or costly findings. We make complex federal audits simple, smooth, and fully handled.
Employee Benefit Plan Audit Services
We conduct DOL- and ERISA-compliant benefit plan audits for companies across Orlando, Altamonte Springs, and Brevard County. We help you stay compliant, avoid penalties, and protect your plan participants—with minimal disruption to your HR or finance teams.
Financial Review Services
When stakeholders need financial clarity—but a full audit feels like overkill—a financial statement review gives you the credibility you need at a fraction of the time and cost.