Davis Crawford CPA | Accounting and Tax Services

Book a Consultation

Ready to reduce stress, save on taxes, and gain more clarity in your business finances? Our expert team at Davis Crawford CPA is here to help you lower costs, improve efficiency, and plan with confidence.

Simply complete the form below to get started. You’ll be directed to book a time that works best for you, and you’ll also receive our Getting Started Form by email. Filling it out ahead of your consultation ensures we understand your business and can provide the most valuable recommendations during our call.

Let’s work together to streamline your accounting and put your business on a path to growth.

First name *

(Enter your first name as it appears professionally.)
Last name *

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Email Address *

(Please use your work email, not a personal address.)
Phone Number *

(Best number to reach you directly.)
Business Name *

(Your company or organization’s legal or trade name.)
Company Website *

(Enter your main company website URL — e.g., www.example.com.)
Job Title *

(Your current role, e.g., CEO, Owner, Finance Manager.)
Industry *

(Select the industry that best represents your business.)
Company Size *

(Select the number of employees in your company.)
Annual Revenue Range

(This helps us understand the scale of your business — optional.)
Current Accounting Setup

(What system or process do you currently use? e.g., QuickBooks, Xero, Spreadsheet, None.)
Notes/Messages

(Tell us about your current challenges, priorities, or specific questions you’d like us to address in the consultation.)
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How It Works

Getting started with Davis Crawford CPA is simple, secure, and stress-free. In just three steps, you’ll have a full finance team working for you

Step 1 - Schedule & Meet with Our Team

Book your free consultation and tell us about your business goals. We’ll review your current setup and challenges so we can recommend the right plan.

Step 2 - Tailored Plan & Onboarding

Based on your needs, we’ll create a customized proposal. Once you’re ready, our secure, paperless onboarding process gets you set up quickly and seamlessly.

Step 3 - Ongoing Support & Savings

We handle the heavy lifting — from bookkeeping and payroll to tax planning and CFO insights. You save time, cut costs, and gain a trusted financial partner for the long run.

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