Jon Davies Accountants Ltd

Jon Davies Accountants Ltd, known as JDA, is a firm of chartered accountants in Liverpool with clients across the UK. Its website describes the firm as a profit adviser that concentrates on actions to improve results rather than on paperwork alone. It says it acts like a non-executive director for each client business.

What Jon Davies Accountants Ltd offers

• Business diagnostic review — compares a client's key numbers with peers and produces a focused plan.
• Profit advisory — regular reviews, monthly or quarterly, to track progress towards agreed goals.
• Tax-saving diagnostic — a structured search for legitimate tax savings, followed by an action plan.
• Cloud accounting — work with Xero and QuickBooks so owners can check figures from anywhere.
• Making Tax Digital support — help with the digital tax reporting rules.
• Training videos and guides — downloadable tax and accounts resources.

Who it works with

Owner-managed businesses, including consultancies and entrepreneurs, that the firm describes as six and seven-figure companies.

Key facts

• Based in: Liverpool, UK
• Qualification: chartered accountants
• Platforms: Xero and QuickBooks