Jeffery Davidson & Associates

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

{"cache":{"resources":{"partner-badge-group/partner-badge-group":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"implementation","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax/implementation","tagID":"xero:advisor-directory/cards/specialist/tax/implementation","title":"Xero Migration","description":"Has training and expertise in switching clients to Xero.","tagImage":"/content/dam/xero/images/advisors/ico-specialist-migration.svg","parentTag":{"name":"tax","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax","tagID":"xero:advisor-directory/cards/specialist/tax","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"silver-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/silver-champion","tagID":"xero:advisor-directory/cards/partner-status/silver-champion","title":"Silver champion partner","description":"The partner has earned this status level (bronze, silver, gold, or platinum) based on the number of Xero clients they serve. If shown, they have also attained Xero champion status by completing training, continuing to add more clients, or using Xero for their practice.","tagImage":"/content/dam/xero/images/advisors/ico-certification-silver.svg","parentTag":{"name":"partner-status","path":"/etc/tags/xero/advisor-directory/cards/partner-status","tagID":"xero:advisor-directory/cards/partner-status","title":"Partner status","description":"This is the description for partner-status","tagImage":"/content/dam/bb8_1.svg"}},{"name":"2018","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2018","tagID":"xero:advisor-directory/cards/partner-since/2018","title":"Partner since 2018","description":"The advisor has been a Xero partner since 2018","tagImage":"/content/dam/xero/images/advisors/ico-experience.svg","parentTag":{"name":"partner-since","path":"/etc/tags/xero/advisor-directory/cards/partner-since","tagID":"xero:advisor-directory/cards/partner-since","title":"Experience","description":"How many years of Xero experience a partner has.","tagImage":"/content/dam/download.png"}},{"name":"xero","path":"/etc/tags/xero/advisor-directory/cards/certification/xero","tagID":"xero:advisor-directory/cards/certification/xero","title":"Xero advisor certified","description":"Has a strong understanding and practical knowledge of how to use Xero with clients.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}}],"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getListingId()":"0bfbf340-8438-4f2e-957b-e41fcd56286d"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

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

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)

{"cache":{"resources":{"bank-tag-content/bank-tag-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Bank connections","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"bank-of-america-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/bank-of-america-(us)","tagID":"xero:advisor-directory/cards/bank-connections/bank-of-america-(us)","title":"Bank of America (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"capital-one-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/capital-one-(us)","tagID":"xero:advisor-directory/cards/bank-connections/capital-one-(us)","title":"Capital One (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"chase-bank-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/chase-bank-(us)","tagID":"xero:advisor-directory/cards/bank-connections/chase-bank-(us)","title":"Chase Bank (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"wells-fargo-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/wells-fargo-(us)","tagID":"xero:advisor-directory/cards/bank-connections/wells-fargo-(us)","title":"Wells Fargo (US)","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"bank-tag-content","wcmmode":"disabled","queryParameters":"{}"}

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

{"cache":{"resources":{"industry-tag-served-content/industry-tag-served-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Industries Served","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"healthcare-and-social-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/healthcare-and-social-services","tagID":"xero:advisor-directory/cards/industry-experiences/healthcare-and-social-services","title":"Healthcare and social services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"professional-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/professional-services","tagID":"xero:advisor-directory/cards/industry-experiences/professional-services","title":"Professional services","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"industry-tag-served-content","wcmmode":"disabled","queryParameters":"{}"}

Jeffery Davidson & Associates : App experience

Jeffery Davidson & Associates serves clients who use 1 different app 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.