J.R. Davis & Associates

J.R. Davis & Associates offers bookkeeping, payroll, sales tax, cash and audit management, and accounting software implementation services. Put simply, it is about managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. They also list Accounting, Consulting and Financial Services, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

J.R. Davis & Associates is based in San Rafael, California and founded in 1998. You can read more at jrdavisassociates.com.

Our checklist for this category: response SLAs, onboarding, and what is billed per hour. A short pilot with your real data tells you more than any demo.

If you have worked with J.R. Davis & Associates, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.