Davies + Allen

Davies + Allen is a certified public accounting firm that puts client relationships at the centre of its work. Its co-founders and tax partners plan with clients during the year, rather than only filing returns once the year is over.

What Davies + Allen offers

• Tax planning and preparation: year-round strategy plus return preparation and filing.
• Outsourced accounting: acting as bookkeeper, controller or CFO for small businesses using current software.
• Business advisory: help to start, grow, add partners, plan succession and sell a business, including dashboards and custom quoting tools.
• Audited and reviewed financial statements: assurance reports for companies.
• 401(k) TPA and payroll: third-party administration of retirement plans and payroll processing.

Clients

Small businesses and entrepreneurs in medicine, real estate, manufacturing, construction, creative arts and other professional services.

Key facts

• Leadership: two co-founders who are also tax partners
• Team: includes a small business specialist and a client experience manager