We help your business to thrive.


Do you want to understand what the numbers mean for your business?

In addition to our full suite of tax & accounting services, we analyze the numbers and translate the meaning behind them so you can understand your business better. With decades of experience helping companies just like yours we lend our perspective to ensure you’re maximizing your strengths and opportunities for growth.

Are you looking for support to enhance performance?

Our team has the training and experience to help you explore possibilities, gain clarity and discover new solutions to tackle your toughest personal and business challenges. Our coaching services give you the support, encouragement and guidance required to help you make the best decisions that support your goals.

Are you maximizing the strengths & talents of your team?

Take your business to a place of more fulfillment and build a stronger, more resilient organization. We help you build and execute development plans designed to enhance your team’s performance by engaging their talent, building leadership skills and improving communication through increased self and interpersonal awareness.

Is your business set up to support your future plans?

By planning ahead you can ensure a smooth transition, maintaining and maximizing all the wealth and value you have built in your business. We will guide the family, management and business owners through the change in mindset and leadership as well as the financial aspects of transition or succession planning.

A Virtual CFO for Your Business

An important tipping point for any business is when information that helps the business owner make timely and effective decisions is not being prepared or is perhaps lagging to the extent that opportunities are only seen in the rear view mirror.

If this is you, find out more about our VIRTUAL CFO SERVICE.

"...Supportive and Informative..."

We have been connected with Davies & Associates since 2002. The team at Davies & Associates has always been very supportive and informative – even when we experienced bumps in the road, they went on that journey together with us, and through the process helped us establish a new way of doing business. They offer prompt, friendly service and are always there to answer our questions.

– Maureen Kort, Director, CSE Consulting