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Accounting Services Compilation of Financial Statements Special Use Reports Monthly Bookkeeping Budget and Cash Flow Projections
Tax Preparation and Planning This website contains numerous articles and tips that will be helpful in planning and decision making for tax purposes in your organization.
Accounting Systems Design - Set up - Implementation Procedures Development Analysis of current accounting system and environment In-House or Off-Site bookkeeping or accounting
Special Projects Internal controls assessment, compliance and implementation Human Resources Services Custom assignments and procedures
Meet Julie
Julie L. Davis (CPA) is the founder and owner of JD and Company. She is an accountant specializing in both profit and non-profit organizations - as well as in providing accounting services, bookkeeping services and tax preparation for small businesses.
Julie received her Bachelors degree in Business Accounting from Cal State University Fullerton in 1985. She worked in public accounting for a medium sized firm in Newport Beach which was later acquired by Deloitte & Touche. She earned her CPA license in 1989 and has continued to work in small business or non-profit accounting for the last 25 years. She started JD and Company in Orange County, California in 2004.
She enjoys helping new businesses as they enter the marketplace and working alongside business owners to navigate the challenges of the highly regulated State of California. She is a member of the California Society of CPA's, the National Association of Professional Women and the Sunrise Rotary Club of Yorba Linda.
Meet Peter
Peter Mai (Accounting Assistant) is currently a student at California State University, Fullerton. He is a Business Administration major with an Accounting Concentration and is currently an active member of the Accounting Society.