Business Details
42 Years
experience
Trusted Tax & Accounting Services in Southwest Washington
Since 1984, Booth & Davis & Associates has served as a trusted resource for tax, accounting, and business consulting services in Southwest Washington. Our team of seasoned professionals delivers customized financial solutions tailored to small businesses, medical and dental practices, real estate professionals, construction companies, and engineering firms. With decades of combined experience, we prioritize personalized service, industry-specific expertise, and community engagement.Our commitment to accuracy, timely reporting, and strategic financial guidance ensures clients receive actionable insights to navigate complex financial landscapes. By focusing on long-term relationships and proactive support, we empower businesses to achieve stability, growth, and profitability while maintaining compliance with evolving regulations.
Services
Tax Services
Payroll Processing
Business Consulting
Financial Planning
Bookkeeping
Entity Selection
Cash Flow Forecasting
Vendor Relationship Management
Profitability Evaluation
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of experience in tax and accounting services for local businesses.
- Our team provides industry-specific expertise for medical practices, real estate, and construction.
- We prioritize personalized service with proactive financial guidance and strategic planning.
- Our firm actively supports community growth through local employee engagement and volunteering.
- We deliver comprehensive solutions including payroll, compliance, and business consulting.
Services
Tax Services
Our tax services include comprehensive preparation and filing for individuals and businesses, ensuring compliance with federal and state regulations. We focus on minimizing liabilities through strategic planning while providing year-round advisory support to address evolving tax requirements for diverse industries.
Payroll Processing
We manage payroll processing with accuracy and timeliness, handling tax withholdings, wage reporting, and compliance with labor regulations. Our system ensures businesses meet obligations while reducing administrative burdens through automated solutions and expert oversight.
Business Consulting
Our consulting services offer strategic guidance on entity selection, cash flow management, and operational efficiency. We analyze business models to identify growth opportunities and implement customized plans that align with long-term financial objectives for sustained profitability.
Financial Planning
We develop tailored financial plans covering budgeting, forecasting, and investment strategies. Our approach integrates business and personal financial goals to create roadmaps for stability, risk mitigation, and wealth accumulation across different life stages.
Bookkeeping
Our bookkeeping services maintain precise financial records using modern accounting software. We track transactions, manage accounts payable/receivable, and generate regular reports to provide real-time insights into business performance and support informed decision-making.
People
Jacqueline Davis
Shareholder
Jacqueline Davis combines CPA expertise with strategic leadership to deliver tailored financial solutions for Booth & Davis & Associates' clients.
G.L. Booth
Founder
As founder, G.L. Booth established the firm's community-focused approach, blending accounting excellence with personalized service for local businesses.
Natalie Wittrock
Firm Administrator
Natalie Wittrock oversees operational efficiency and client coordination, ensuring seamless service delivery across Booth & Davis & Associates' practice areas.
Logan Davis
Accountant
Logan Davis provides detailed accounting support with a focus on accuracy and compliance for small businesses and specialized industries.
Kitti Douglas
Communications Manager
Kitti Douglas manages client communications and educational content, including cybersecurity resources to help businesses protect financial data.
Questions
What services does Booth Davis & Associates offer?
We provide tax preparation, accounting, payroll processing, financial planning, and business consulting services tailored to small businesses and specialized industries.
Do you specialize in specific industries?
Yes, we specialize in serving medical/dental practices, real estate businesses, construction companies, and engineering firms with industry-specific financial expertise.
How does your firm support cybersecurity for small businesses?
We offer educational resources like our Cybersecurity on a Shoestring Budget eBook to help clients implement cost-effective security measures and avoid costly breaches.
What sets your accounting services apart from competitors?
Our personalized approach combines 40+ years of local experience with proactive guidance to address each client's unique financial challenges and growth opportunities.
Can you assist with business planning and profitability analysis?
Yes, we provide entity selection, cash flow forecasting, vendor relationship management, and profitability evaluation to optimize business performance.
