CULTIVATE | A team of trusted financial advisors

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HOW CAN WE HELP YOU?

In addition to the traditional services of financial statements, tax and accounting, there’s so much more that you need to understand about your business to grow it to the next level. With decades of experience helping companies just like yours we can lend our expertise and perspective to ensure you’re cultivating all of your strengths and opportunities for maximum growth.

 

  • Our team uses your financial data to analyze past trends and interpret them to help you make informed decisions about the future health of your business
  • We help you manage your financial future by preparing and planning accordingly, ensuring your focus and efforts are where they need to be to mitigate risk

“Owners of businesses need good mentoring. To combine healthy emotional intelligence
with good fiscal responsibility is a win-win situation. The Davies & Associates team has it in spades.”

Cathie MacLeod – Owner,
Physiotherapy Kingston Inc.

“We are a long-term, loyal client. They have our best interest at heart. A team with great people skills and the ability to cut through and get to the point. They are a good team, very competent, they do their research and come back with a solution. We have full confidence in their abilities.”

Terry Wills, President
Wills Transfer Limited

74% of family businesses say their accountant is their most trusted advisor.

(Source: Lawrence Barns, CEO, Canadian Association of Family Enterprise)

measuring cyclinder - manage what you measure

WHAT CAN WE DO?

Understanding your financial situation is critical to your long-term success. We have the experience and skill set required to translate the numbers into meaningful information you need to cultivate your opportunities.

 

  • We figure out what success means to you and help you build a financial plan to reach your goals
  • We service all of your financial, accounting and taxation needs for both you and your company
  • We address your bookkeeping needs including the full implementation, support and training required to set up an online system