Business Details
14 Years
experience
Expert Accountants Supporting Business Growth
At Jon Davies Accountants, we redefine what it means to be a modern accounting partner. Established in Liverpool, our firm operates as a strategic Non-Executive Director for your business, providing tailored financial guidance and proactive advice. With over a decade of experience, we specialise in cloud-based accounting solutions, enabling clients to maintain real-time control of their finances from any location. Our team works collaboratively with entrepreneurs across Merseyside, the North West, and nationwide, prioritising long-term relationships over transactional interactions.We focus on tax-efficient strategies, business growth planning, and financial transparency, offering fixed-fee structures to ensure budget predictability. Our commitment extends beyond compliancewe deliver actionable insights through regular management accounts and innovative tax-saving diagnostics. Recognised as Xero's first Gold Partner in Liverpool and a QuickBooks Platinum ProAdvisor, we combine technical expertise with entrepreneurial understanding to help businesses thrive in dynamic markets.
Services
Cloud Accounting
Tax-Saving Diagnostics
Payroll Services
Management Accounts
Business Advisory
Details
- Year established: 2012
Highlights and features
- We act as your strategic financial partner, not just accountants
- Cloud-based systems provide real-time financial visibility
- Proactive tax-saving strategies tailored to your business
- Fixed-fee pricing with unlimited advisory support
- Proven track record with entrepreneurial businesses
Associations and certifications
- Xero Gold Partner
- QuickBooks Platinum ProAdvisor
What people say
Proactive advisory
Exceptional support
Tech-savvy team
Personalised service
Growth-focused
Services
Cloud Accounting
Our cloud accounting services provide real-time financial management through platforms like Xero and QuickBooks. This modern approach enables business owners to access their financial data 24/7 from any device, ensuring complete visibility and control. We implement secure, automated systems that streamline bookkeeping, invoicing, and financial reporting while facilitating instant collaboration between our team and yours. This technology-driven solution saves time, reduces errors, and supports better business decision-making through up-to-date financial insights.
Tax-Saving Diagnostics
Our innovative tax-saving diagnostic tool revolutionises traditional tax planning by providing personalised, actionable strategies. This comprehensive system analyses your business structure and financial activities to identify legitimate tax reduction opportunities. We focus on proactive planning rather than reactive compliance, helping clients legally minimise tax liabilities while maximising business growth potential. The service includes detailed reporting and ongoing advisory support to implement tax-efficient strategies throughout the financial year.
Management Accounts
We deliver tailored management accounts that provide clear insights into business performance. Our reports include key financial metrics, cash flow analysis, and budget variance assessments. Designed for business owners, these accounts go beyond numbers to offer strategic interpretation and actionable recommendations. Regular reporting intervals ensure timely decision-making support, while our expert analysis helps identify growth opportunities and potential financial risks.
Payroll Services
Our comprehensive payroll services handle all aspects of employee compensation management. From salary calculations and tax deductions to pension contributions and HMRC compliance, we ensure accurate and timely payroll processing. The service includes payslip generation, real-time reporting, and statutory compliance management. We also provide advisory support on payroll-related tax efficiencies and employment regulations.
Business Advisory
As strategic business advisors, we offer expert guidance on financial planning, cash flow management, and business strategy. Our service includes budgeting support, financial forecasting, and performance analysis tailored to your business goals. We work closely with entrepreneurs to develop growth strategies, improve financial operations, and navigate business challenges. This proactive advisory approach helps transform accounting data into actionable business insights.
People
Jon Davies
Director
Chartered accountant with over 20 years' experience specialising in entrepreneurial business support. Recognised as Xero's first Gold Partner in Liverpool and QuickBooks Platinum ProAdvisor. Focuses on strategic financial advisory for growing businesses.
Emma Johnson
Operations Manager
Key team member responsible for client service delivery and operational management. Brings extensive experience in business operations and client relationship management to support the firm's service offerings.
Billie
Client Manager
Experienced client manager providing dedicated support to business clients. Specialises in account management and client advisory services, ensuring tailored financial solutions for each business relationship.
Questions
Do you offer Payroll Management services for businesses?
Yes, we provide comprehensive payroll management services including payslip generation, tax calculations, pension administration, and HMRC compliance. Our system ensures accurate, timely payments while handling all regulatory requirements.
What are Management Accounts and how can they help my business?
Management accounts are tailored financial reports that help track business performance. We provide regular, insightful analysis of key metrics to support informed decision-making and strategic planning for business growth.
What Business Advisory services do you offer?
We offer financial planning, cash flow management, and strategic growth advisory services. Our team provides expert guidance on business structuring, expansion opportunities, and performance improvement strategies.
Can you help me set up my business?
Yes, we offer complete start-up support including business structure selection, HMRC registration, and accounting system implementation to ensure a compliant and successful business launch.
Do you provide cloud accounting solutions?
Yes, we specialise in cloud accounting with Xero and QuickBooks. Our solutions enable real-time financial management, automated reporting, and secure collaboration between our team and yours.
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