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Secure Office Tools Portal  Contact us for:Accounting Services
Monthly or Quarterly Bookkeeping Services Special Use Reports 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 |
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, 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 27 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. Julie has been married to Jeff for 39 years and they have two grown daughters, two son-in-laws, and two grandchildren. She loves to reading, gardening, and doing community service. Meet Jackie
Jackie Roberts joined the team in December 2020 as our Administrative Assistant. She completed her Bachelors degree in Fine Arts at Westmont College and has experience in customer service and has been a small business owner as well. She has always enjoyed working with people and appreciates connecting with clients. Outside of work, she loves to cook, create, read, and get outdoors with her husband and their dog.
Human Resources Services Cost analysis of HR by division, function, activity Cost benchmarks against industry standards Employee retention and productivity improvement Hiring decisions based on ROI Identify “gaps“ in org chart, job descriptions, compensation plans, training programs, policies, and processes Special Projects Internal controls assessment, compliance and implementation Custom assignments and procedures |
