Business Details
41 Years
experience
Your Trusted Accounting Partner in Finger Lakes
Established in 1985, Al Davidson CPA has built a reputation as a trusted accounting firm serving small to medium-sized businesses, independent professionals, and executives across the Finger Lakes Region. Our team of certified professionals brings decades of combined experience in tax planning, compliance, bookkeeping, payroll services, and strategic business consulting. We specialize in delivering tailored financial solutions that address the unique needs of each client while maintaining the highest standards of accuracy and integrity. Our commitment to staying current with evolving tax laws ensures clients minimize risks and maximize savings. By leveraging secure technology and offering remote access through a private portal, we provide seamless integration of accounting processes that enhance decision-making and operational efficiency.Our part-time CFO/controller services offer cost-effective expertise, allowing business owners to focus on growth while we manage financial oversight. Through personalized QuickBooks training and customized financial planning tools like Right Capital, we empower clients to achieve long-term financial stability. Our approach combines technical proficiency with a client-centric philosophy, ensuring transparency, reliability, and measurable value in every service we deliver.
Services
Bookkeeping/Accounting
Business Consulting
CFO/Controller Services
Payroll Services
QuickBooks Training
Tax Services
Financial Planning
Details
- Year established: 1985
Highlights and features
- We offer over 35 years of experience in accounting and tax services since 1985.
- Our team provides secure, bank-level technology for data protection and client access.
- We deliver cost-effective part-time CFO/controller services for small businesses.
- Our personalized QuickBooks training enhances financial management efficiency.
- We guarantee comprehensive compliance with federal, state, and local tax regulations.
Associations and certifications
- CPA
Services
Tax Services
Our tax services include comprehensive planning and compliance solutions for individuals and businesses. We stay updated on federal, state, and local tax law changes to minimize liabilities while ensuring accurate filings. Clients receive secure online access to returns and documentation through our private portal.
Bookkeeping/Accounting
We manage bookkeeping functions including accounts receivable/payable, bank reconciliations, financial statements, and inventory tracking. Our services help businesses reduce overhead costs by up to 50% while maintaining precise financial records through secure technology.
CFO/Controller Services
Our part-time CFO/controller services provide strategic financial leadership, including budgeting, internal controls, and performance analysis. We handle financial reporting and tax planning to allow business owners to focus on core operations while ensuring compliance.
Payroll Services
We offer full-service payroll including tax filings, direct deposits, and HR compliance. Our integrated QuickBooks solutions track employee hours, manage benefits, and generate detailed reports to streamline payroll operations for businesses of all sizes.
QuickBooks Training
Our QuickBooks training covers setup, customization, and advanced features like budgeting and reporting. We teach best practices for financial management, enabling clients to use the software effectively for day-to-day operations and decision-making.
People
Albert Davidson, Jr.
Founder & CEO
Certified Public Accountant with over 35 years of experience serving Finger Lakes businesses. Specializes in tax strategy, financial consulting, and small business growth solutions since establishing the firm in 1985.
Alyson L. Orr
Manager
Licensed New York State CPA with 12+ years of expertise in tax compliance and accounting systems. Joined the firm in 2017, focusing on client advisory services and process optimization for small businesses.
Nina Nichols
Marketing Director
In-house marketing strategist providing business consulting and research support. Specializes in client communication strategies and digital marketing solutions to enhance business visibility and growth.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, budgeting, and tax compliance services tailored to small business needs.
Do you offer part-time CFO services?
Yes, we provide outsourced CFO/controller services including financial analysis, internal controls, and strategic planning support.
How do you handle tax planning and compliance?
We monitor tax law changes continuously to ensure compliance while implementing strategies to minimize current and future tax liabilities.
Can you assist with QuickBooks setup and training?
Yes, we offer customized QuickBooks installation, configuration, and training to optimize your accounting workflow.
What financial planning tools do you use?
We utilize Right Capital for comprehensive financial planning, including retirement, college savings, and net worth tracking.
Are your services available remotely?
Yes, we provide secure online access to documents, tax returns, and financial dashboards through our private client portal.
Reviews (1)
Jennifer W.
Apr 27, 2022
Report
Was told I needed to mail in a check to the IRS for my payment and then it was automatically deducted from my account AND the irs cashed my check. Paid my 2021 taxes twice thanks to their miscommunication
