Business Details
42 Years
experience
Trusted Tax & Accounting Services in Southwest Washington
Since 1984, Booth & Davis & Associates has been a trusted provider of tax, accounting, and business consulting services to small businesses and professionals in Southwest Washington. Our team of certified professionals delivers personalized financial solutions tailored to the unique needs of medical and dental practices, real estate businesses, construction companies, and engineering firms. We combine decades of industry-specific expertise with a commitment to community, ensuring clients receive accurate financial guidance while maintaining compliance and optimizing profitability. Our services include bookkeeping, payroll processing, business modeling, and strategic consulting, all designed to help clients focus on their core operations. With a deep understanding of the challenges faced by small businesses, we provide actionable insights and customized support to drive long-term success.Our dedication to excellence is reflected in our proactive approach to client needs, from entity selection to cash flow forecasting. As a locally rooted firm, we prioritize accessibility and responsiveness, ensuring clients receive timely, reliable financial expertise. Our team's extensive experience in specialized industries allows us to deliver targeted solutions that address sector-specific challenges. By maintaining a client-centric philosophy, we build lasting partnerships that support growth and stability. Our commitment to innovation ensures clients benefit from modern financial practices while adhering to the highest standards of professionalism and integrity.
Services
Tax Services
Accounting
Payroll Processing
Business Consulting
Bookkeeping
Financial Planning
Entity Selection
Cash Flow Forecasting
Business Modeling
Budgeting
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of experience serving Southwest Washington businesses since 1984.
- Our team provides industry-specific expertise for medical, real estate, and construction sectors.
- We deliver personalized financial strategies tailored to small business needs.
- Our certified professionals combine technical excellence with community-focused service.
- We offer proactive consulting to optimize business profitability and compliance.
Services
Tax Services
Our tax services provide comprehensive preparation and planning for individuals and businesses. We ensure compliance with federal and state regulations while identifying opportunities for tax savings. Our experts stay current with evolving tax laws to deliver accurate, strategic guidance tailored to each client's financial situation.
Accounting
We offer full-cycle accounting solutions including financial statement preparation and analysis. Our services ensure accurate record-keeping and timely reporting for informed business decisions. Industry-specific expertise helps clients maintain compliance and optimize financial operations across various sectors.
Payroll Processing
Our payroll solutions handle all aspects of employee compensation, from tax withholding calculations to direct deposit processing. We ensure compliance with labor regulations and provide year-round support to simplify payroll management for businesses of all sizes.
Business Consulting
We provide tailored business advisory services focusing on growth strategies and operational efficiency. Our consultants help clients develop business plans, analyze profitability, and implement financial controls to support long-term success in competitive markets.
Cybersecurity Guidance
Our cybersecurity resources help businesses protect sensitive financial data through practical, cost-effective measures. We offer educational materials and risk assessment guidance to implement security protocols that prevent breaches and ensure compliance with industry standards.
People
Jacqueline Davis
Shareholder
Jacqueline Davis, CPA, brings extensive accounting expertise to Booth & Davis & Associates. With decades of experience in tax and business consulting, she specializes in delivering strategic financial solutions to small businesses in Southwest Washington.
G.L. (Gerri) Booth
Founder
G.L. Booth established the firm in 1984 with a vision for community-focused accounting services. As a CPA, he built a reputation for integrity and expertise, laying the foundation for the firm's continued success in serving local businesses.
Natalie Wittrock
Firm Administrator
Natalie Wittrock manages day-to-day operations at Booth & Davis & Associates. Her administrative leadership ensures smooth service delivery and client support, combining organizational expertise with a commitment to the firm's community values.
Logan Davis
Accountant
Logan Davis provides accounting services with a focus on accuracy and client education. As a member of the team, he supports businesses in maintaining clear financial records and understanding their financial position.
Kitti Douglas
Communications Manager
Kitti Douglas oversees the firm's communication strategies and client engagement initiatives. She ensures consistent, clear messaging across all platforms while supporting the firm's mission to educate and serve local businesses.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting solutions including bookkeeping, financial reporting, payroll processing, and tax preparation tailored to small businesses in Southwest Washington.
How do you support medical and dental practices?
Our team offers specialized accounting services addressing healthcare-specific challenges like reimbursement optimization, cost management, and compliance with industry regulations.
What cybersecurity resources are available?
We provide educational materials and practical guidance to implement cost-effective cybersecurity measures, including risk assessments and data protection protocols for small businesses.
Do you work with construction companies?
Yes, we offer accounting and tax services specifically designed for construction businesses, including project cost tracking, contract analysis, and industry compliance support.
How can you help engineering firms?
We provide tailored financial consulting, tax planning, and business performance analysis to help engineering firms improve profitability and operational efficiency.
What sets your firm apart from other accountants?
Our combination of 40+ years' experience, industry-specific expertise, and commitment to personalized service creates unique value for Southwest Washington businesses.
