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Compilation of Financial Statements
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.
Design - Set up - Implementation
Analysis of current accounting system and environment
In-House or Off-Site bookkeeping or accounting
Internal controls assessment, compliance and implementation
Human Resources Services
Custom assignments and procedures
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.
Coleen Eggert joined the firm in October 2014 and is a great asset administratively, keeping things running smoothly and working with clients to streamline appointments and accounting related projects. She is actively learning QuickBooks and is assisting with client needs in this area.