Enter the Client Center
Davis Grennan is a full service accounting, assurance, and business consulting firm that continues to add new services to meet the changing needs of our clients. Our professionals are experienced in several technical fields, in addition to the fundamental accounting, auditing, and bookkeeping services.

(Click Service Title For Details)

  • Accounting Services
  • Audits, Reviews and Compilations
  • Cash Flow & Budgeting Analysis
  • Financial Forecasts & Projections
  • Financial Statements
  • Tax Services
  • Tax Planning & Preparation
  • Other Services

    Accounting Services

    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

    General ledger & financial statement preparation
    Bookkeeping (Monthly/Quarterly/Annual)
    Accounting system setup for new businesses
    Computerized payroll services
    Business tax return preparation (Sales & Use/Business Property)
    Personal financial statements
    Litigation support

    Back To Top
    Audits, Reviews and Compilations

    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
    Audit- an intensive examination with the highest level of assurance
    Review - some analytical procedures conducted with limited assurance
    Compilation - based upon client information provided and used primarily for internal use.

    Back To Top
    Cash Flow & Budgeting Analysis

    A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

    Back To Top
    Financial Forecasts & Projections

    Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

    Back To Top
    Financial Statements

    We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

    Back To Top
    Tax Services

    We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

    Tax planning & return preparation
    Individuals
    Corporations
    Partnerships
    LLCs/LLPs
    Estates, trusts & gift
    Not-for-profit organizations
    Taxing authority representation
    Divorce and support issues
    Tax effects of buying/selling a business

    Back To Top
    Tax Planning & Preparation

    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

    Back To Top
    Other Services

    Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
    Mergers & acquisitions
    Asset protection
    Investment review.
    Bankruptcies.
    Litigation support.
    Cash flow forecasting.
    Employee benefit plans.
    Expert witness services.
    Internet commerce.

    Back To Top