Positive Assurance
Davis & Company CPAs provides objective and accurate financial reporting and consulting services to tax exempt entities seeking positive assurance. We have been conducting audits, reviews and compilations for local nonprofits, homeowner associations and employee benefit plans since 2010, and our firm is subject to a rigorous peer review every three years to ensure the quality of our work is in accordance with our professional standards. In our most recent peer review (2020), we received a pass including governmental and employee benefit plans with no letter of comments. See our most recent peer review report.
“[Davis & Company CPAs] took the time to understand the passion behind our mission and made sure the audit didn’t deter us from our daily operations. We are extremely satisfied with their thorough work and the tough questions they asked. At the conclusion of our audit, they spent additional time making sure we understood the results and that all our questions were addressed.”
We thoroughly enjoy working within the nonprofit sector, and we have developed a unique understanding of the intricacies and regulations affecting the tax exempt industry. We believe that an audit is more than an obligatory exercise. We regard financial reports as useful tools and believe strongly in an audit’s capacity to help. A complete and accurate financial picture postures an organization for success by…
Validating checks and balances
Identifying strengths and weaknesses
Satisfying stakeholders
Attracting new donors and/or funding
An organization’s success is worthy of time, energy and optimism, and our staff is committed to delivering all three. Our clients can expect to receive…
Direct Owner access
Clear communication
Diligent reporting
Support from an enthusiastic team of certified
And because our clients are seeking POSITIVE assurance, Davis & Company CPAs endeavors to create POSITIVE experiences—interactions that are considerate, insightful and surprisingly fun.
ZOE DAVIS, CPA, CFE
PRESIDENT
Zoe is a Certified Public Accountant licensed in South Carolina and Certified Fraud Examiner with a passion for the clients she serves in her local community. She has more than 20 years of experience in assurance, accounting and tax services at regional and local CPA firms. She provides attest, assurance and contracted controller services to employee benefit plans, homeowner associations, membership organizations, religious organizations, museums, foundations and other non-profits. Zoe enjoys performing assurance and outsourced controller services by adding value in a fun and stress free process to the financial reporting needs for clients. Zoe is equipped to offer consultation services regarding employee benefit plan compliance and administration, homeowner associations and she assists startup non-profits with organizational structure and internal controls. She genuinely enjoys her work, her colleagues and the clients that she serves. Her mission is to help others achieve their own successes. You will often to keep it simple when dealing with the complexities of accounting.
Education: She graduated cum laude with a Bachelor of Science in Accounting from California State University.
Professional Affiliations & Activities: Immediate Past Chair, South Carolina Association of Certified Public Accountants (SCACPA); Member, Coastal Chapter for the SCACPA; Member, American Institute of Certified Public Accountants; Member (AICPA); Member, Not-For-Profit Section of the AICPA; Member, National Society for Human Resources Management; Past-Treasurer, Palmetto Society of Human Resources Management; Member, Association of Certified Fraud Examiners
Extracurricular Interests: Craft beer, card games, puzzles, civic service with Mount Pleasant Rotary Club and spending time with her husband and daughter.