Dawn Davis

Small Business & Personal Accounting Professional

Background

For over 30 years I have been coming alongside organizations and individuals providing coaching, leadership and expertise in accounting, forecasting and budgeting roles. I enjoy working with small businesses to provide timely and accurate financial assistance and accounting solutions. I'm also certified to work with individuals who could use an objective review of their own financial and budgeting challenges.


Experience

Total experience: 30+ years.

  • 10 years as an accountant in a manufacturing environment

  • 18 years in nonprofit accounting leadership as CFO at a $4M organization

  • 3 years working with nonprofits at a CPA firm

  • Led numerous individual financial education courses and received leadership training with

Financial Peace University


Expertise

  • Budgeting both personal and business

  • Reconciling bank accounts

  • General ledger maintenance and journal entries

  • Balance Sheet reconciliation

  • Preparation of monthly financial statements

  • Preparation of documents & schedules for CPA Audit/Review/Compilation


Education and Certifications

  • Pacific Lutheran University--School of Business: BBA Accounting


Certifications and Leadership Training

  • Financial Peace University Coach

  • Butler University, Indianapolis IN

--Leader as Coach: Corporate and Executive Education Program


253-691-6402

Dawn Davis