Jeffery Davidson & Associates

Accountant · 131 Brooks Street, Suite 300, Sugar Land, Texas

  • Xero Migration

    Specialist

    Xero Migration
  • Silver champion partner

    Partner status

    Silver champion partner
  • Partner since 2018

    Experience

    Partner since 2018
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

We are certified public accountants who work with small businesses and individuals to help them reach their financial goals.

We work extensively with clients in the real estate, construction, agribusiness and energy industries.We also have many clients that we assist with international accounting and taxation issues. We are also at work in our community, assisting non-profits with their accounting needs.

Affiliations

  • American Institute of CPAs

Meet the team

Jeffery Davidson & Associates advisors: 4 - Xero certifications: 3

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Jeffery Davidson

President

Profile image for Jeffery Davidson
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero Migration
    Has training and expertise in switching clients to Xero.
  • Retail & ecommerce
    Has training and expertise in advising on apps for retail and ecommerce businesses.

I enjoy helping people with the financial problems.

Lots of experience with real estate & construction, energy, non-profits, and retail businesses.

Jeffery Davidson & Associates: Bank experience

Clients of Jeffery Davidson & Associates connect to a range of banks via Xero. Jeffery Davidson & Associates specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • Bank of America (US)
  • Capital One (US)
  • Chase Bank (US)
  • Wells Fargo (US)

Jeffery Davidson & Associates: Industry experience

Jeffery Davidson & Associates works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Healthcare and social services
  • Professional services

Jeffery Davidson & Associates : App experience

Jeffery Davidson & Associates serves clients who use 3 different apps that connect and integrate with Xero.



Connected apps

Find us

Jeffery Davidson & Associates has an office in 1 location

Sugar Land

131 Brooks Street, Suite 300, Sugar Land, 77478, Texas

+1 281-238-4442

New to Xero? Jeffery Davidson & Associates can help

Xero is beautiful online accounting software for smaller businesses. Jeffery Davidson & Associates can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • Partner since 2018
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.