DAVIS FINANCIAL SERVICES
One business, infinite solutions.
From idea to execution, I help businesses navigate disruption
and drive value with superior finance management.
Finance Strategy Consulting
If you are scaling your business, finance team, or back-office operations,
schedule a consultation to see how we can work together.
Organized accounting process and streamlined systems
Compliance Management
Risk Management
Documented procedures and policies
Enhanced, consistent and efficient workflows
Centralized financial data management
Structured finance team roles and responsibilities
Finance Team Coaching & Development Programs
Your business performs better when your people do.
I offer impactful, high energy coaching & development programs to elevate and inspire your team
into action. Every coaching and development program is custom to your business needs.
Testimonials
''Davis Financial Services recently completed a financial packet to assist us with our investors, as well as, marketing and advertising materials for our company. Beverly was our primary contact, and was very professional and dependable. Davis Financial Services was highly responsive, and worked well with the numerous changes we had to make. We value the services of Beverly, and would graciously recommend Davis Financial Services to other professionals.''Levi Coleman
Managing Member at Aveman Management LLC
''Our firm has successfully utilized Davis Financial Services to assist us on assorted client engagements. The experience and expertise they brought to the table to compliment these projects was a tremendous outsourced advantage to us. Our consulting practice required a skill set not internally available and Beverly Davis became that asset. Her uncanny ability to get into a project, work diligently to uncover the client's issues and deliver a clear concise solution was exactly what we needed. In fact, Beverly took the initiative and went beyond the scope of her work. In the eyes of our client, her extra ''hands on'' effort registered a BIG plus on our firm's behalf. I highly recommend Beverly Davis and her company. Her combination of professionalism, personality, and individualized dedication is a benefit
to any project''Bill Simmel
CEO/Founder of Phoenix ONE
''We hired Davis Financial Services to organize and set-up our accounting process. We were behind on invoicing and our accounts receivable was enormously behind due to the lack of organization. Beverly stepped in at just the right time to help our busy office get organized, and she continues to do an excellent
job for us''Laura Briggs
Director of Public Policy at Fantini Research
CONTACT ME
If you have any questions about financial management plans, audits, reports or consulting services in general, please send me a message.For Corporate packages and pricing, please send an inquiry.
About Me
Beverly Davis Founder, Davis Financial Services
Hi, I'm Beverly, a high energy consultant with 20+ years of strategic execution in progressive organizational change and project/program management in all aspects of accounting, internal controls, risk and operations management in a variety of industries.I have a background in corporate finance back office and internal controls. I have worked in Wealth Management
at Bank of America, Private Banking at JP Morgan Chase, and Capital Markets at Citigroup. After years of diverse corporate
finance experience, I founded Davis Financial Services providing finance consulting. My work ethic is professional with a personal approach.
What I Do
I combine my financial management skills with my corporate operational experience to help businesses build a structured,
organized back office and finance team. Davis Financial Services offers business finance consulting and training. My services include;
back office operations, system and workflow overview, processes, procedures, policies, risk management, compliance, strategy and
data management. I also assist with team building, custom team training and coaching. My goal is to help companies build structured financial teams that produce effective high-level work.
My Services
Finance Strategy Call
Actionable solutions to your business finance pain point(s).
At the completion of the call you will be given concrete steps to make changes in your financial management within 30 days.
Pre-call intake form
1:1 video zoom call
Deep dive into business finance pain points
Solution at the end of call that can be implemented immediately to address issue
14 days of follow-up support
Unlimited emails/cals throughout the 14 days of support
Financial Management 1:1 Consulting
Consulting from development through implementation COMPLETE accounting process, procedures, policies, data management, risk and compliance.
Five hour strategy call
Unlimited emails /calls during the 90 days
Weekly/ accountability calls throughout the 90 days
Finance and reporting overview
Systems, risk management, compliance, internal controls overview
Data protection/privacy management
Code of Ethics and Conflicts of Interests Policy review
Custom Accounting process and procedures
Finance Back Office Team Building
14 days of follow-up support
Finance Manager/Team Private Coaching
Full (1) day private coaching/workshop or 12 week private coaching program
Organize and manage your finance team. Build a growth mindset. Actionable, advise and strategies to develop a strategic finance team. COMPLETE with custom strategy plan.
Topics include:
Finance Organization & Management
Financial Data Management
Finance Back-Office Operations
Finance KPI's & Metrics
Optimization & Systems
Finance Team Building
Modern Finance Team Structure
Strategic Finance/ Growth Mindset
Finance Team Leadership Skills
Finance Team Culture/Expectations