“Jeff, did a fantastic job of cleaning up my chart of accounts and giving Sterling a consolidated view of our portfolio of companies. Great insight from years of experience!”

Dan Davis

CLIENT BIOGRAPHY: Thiis client is a growing property floor maintenance company that has 6 operating locations in 5 states. The client uses QuickBooks Online accounting software with a Service Fusion job billing and customer relationship module. The client runs a centralized operation model.

“I am the owner of a small property management business. It is through the partnership with Jeff that we have been able to finally move to data driven decision priocess versus gut feel decisions. With Jeff's help, we have finally been able to look at profitability from both a company perspective and an asset perspective. It has made banking, tax filing and just the overall management of the business so much easier. We can really focus on growing our business with confidence as our books and accounting is in order! YEAH!”

Debbie Schmidt

CLIENT BIOGRAPHY: This client is a very active growing property management company with 10+ buildings that typically start with large renovation efforts and ending with general building maintenance, taxes, and maintaining tenant rent & security deposits. The client is on Buildium software for their accounting, tenant billing and vendor payments. The client runs a centralized operation model.

“Very Professional and easy to work with excellent service!.”

Hunter Schmidt

CLIENT BIOGRAPHY: This client is a very active growing property management company with 10+ buildings that typically start with large renovation efforts and ending with general building maintenance, taxes and maintaining tenant rent and security deposits. The client is on Buildium software for their accounting, tenant billing and vendor payments. The client runs a centralized operation model.

I've had the pleasure of working with Jeff Davis for many years, and I highly recommend him. Jeff's deep understanding of financial markets, combined with his analytical prowess and experience, truly sets him apart. He has a remarkable ability to break down complex financial information into clear, actionable insights that have significantly benefited our company. That’s an understatement.

Jeff is not only knowledgeable but also incredibly approachable and responsive. He took the time to understand our unique financial goals, business requirements and worked hard to tailor his advice accordingly. His dedication and attention to detail are truly impressive. With Jeff, you really feel like you have a partner at the project table.

Jeff is not only highly knowledgeable but also incredibly patient and thorough in explaining concepts in a way that's easy to understand. His insights have greatly contributed to the financial growth and stability of our business. I highly recommend Jeff to anyone in need of financial guidance, accounting support, and creating value!

If you're looking for someone who can help you navigate the financial landscape with confidence, Jeff Davis is the CPA you want by your side. His expertise has been invaluable, and I'm sure he'll provide the same level of excellence to anyone fortunate enough to work with him.

James Tidwell - Waste Management

I worked with Jeff for many years, and my experience working with him was consistently exceptional. His strong analytical skills are evident in his meticulous approach to financial issues, where he provides thorough and precise analyses that are crucial for making informed business decisions. What stands out the most is his exceptional attention to detail and his remarkable talent for devising effective solutions to complex problems. His expertise not only simplifies intricate financial challenges but also ensures that every aspect is thoughtfully considered. I highly recommend Jeff to anyone seeking top-notch financial guidance. His skill set and unwavering dedication make him an invaluable asset.

Sandra Otis - Wate Management