Our Services

AUDITING

An audit will show you where your finances stand, how effective your current systems are working, and what you can do to meet reporting requirements and minimize risk. Expert financial knowledge is a key to your success.

DavisKelly promises no surprises to you. Audits do not have to be painful! We will communicate with you every step of the way during the audit process and answer any questions you have without tacking on hidden fees for our services.

Financial reporting and auditing practices have become increasingly complex. We understand the nuances behind this evolving field. We employ our extensive experience and high attention to detail in providing quality financial services to businesses of all sizes. Our firm is committed to using all of the latest technology in providing audit services. This translates into a low impact experience for the clients and the staff when doing the audit. Our accountants are experienced professionals who are well qualified to address complex transactions that would appear in an audit.

Our expertise extends to across a wide range of auditing categories, including:

  • Non-Profit
  • A-133 Single Audits
  • Government and Public Sector
  • Employee Benefit Plans

ACCOUNTING

Financial statements are usually required by lending institutions, business succession or simply the need to have quality internal financial statement services on a monthly or annual basis. DavisKelly can relieve you of these highly technical and time consuming tasks. We provide well-organized financial statement analysis and preparation to ensure that your small business or non-profit organization is successful. Our professional staff will provide you with customized, personal attention for all of your financial reporting needs.

Accounting Services

  • Processing monthly cash receipts and cash disbursements transactions
  • Preparation of monthly compiled financial statements
  • Preparation of quarterly payroll tax reports and related tax filings
  • QuickBooks Software Management, including Set-Up and Training

Financial Statements

  • Audits
  • Reviews
  • Compilations
  • Attestation

Uniform Financial Reports  (UFR)

We have over 30 years invested in the accurate and timely preparation of the Operational Services Division UFR.

BUSINESS CONSULTING

  • New business start-up services, including determination of entity type, formation and incorporation document preparation assistance and government agencies registrations, etc.
  • Cash management review and cash flow projections
  • Internal controls review
  • Assistance with creating accounting policies and procedures
  • Business valuation services
  • Business succession planning
  • Assistance with financial institution/lender requirements

 

Please contact DavisKelly for more information on our services.

 

Our Service Promise: No Surprises!

Audits don't have to be painful! We work with you every step of the way and answer your questions, all without tacking on hidden fees for our services.

We Speak Your Language

To be fluent in a language, it's best to live in a country that speaks it every day. We are are permanent residents in the Not-for-Profit world-- not tourists! Serving not-for-profit organizations is about 95% of the work that we do. Our team of professionals have a combined total of over 50 years of experience!

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Locations

NEW YORK

1745 Broadway, 17th Floor
New York, NY 10019

BOSTON

4238 Washington Street, Suite 307
Boston, MA 02131

Phone: 617-390-5734
E-Mail: info@daviskellycpas.com

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Our Firm Difference:

DavisKelly is a full-service Certified Public Accounting and business consulting firm that provides accounting, tax, and consulting services. We help dynamic companies and not-for-profit organizations achieve their missions as well as their financial goals.
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