Lee Davis is in the business of helping businesses

  • Lee Davis talks to small business owners during his Business 101 class at the MAxT Makerspace in Peterborough last Thursday. Staff photo by Tim Goodwin

  • Lee Davis has been operating Lee Davis & Company for a decade and provides start-ups and small to mid-sized businesses services like bookkeeping, back office management and invoicing. He's also a certified QuickBooks trainer and offers three-part trainings. Staff photo by Tim Goodwin—

  • Lee Davis has been operating Lee Davis & Company for a decade and provides start-ups and small to mid-sized businesses services like bookkeeping, back office management and invoicing. He's also a certified QuickBooks trainer and offers three-part trainings. Staff photo by Tim Goodwin—

  • Lee Davis has been operating Lee Davis & Company for a decade and provides start-ups and small to mid-sized businesses services like bookkeeping, back office management and invoicing. He's also a certified QuickBooks trainer and offers three-part trainings. Staff photo by Tim Goodwin—

Monadnock Ledger-Transcript
Published: 8/8/2019 10:11:45 AM

Lee Davis can tell pretty quickly what a business needs – at least from a financial standpoint.

It was about 10 years ago that the Monadnock Region native and Francestown resident decided to switch gears from a quarter century in healthcare management to create Lee Davis & Company and put his years of experience to use for others. At first he worked out of his home, meeting clients in places like local coffee shops, but the growth of the business made Davis realize he needed more.

So almost four years ago, he opened up an office at CoWork Peterborough (6 School St.), where he provides start-ups and established small to mid-sized businesses with any number of services to “take the right steps towards building a highly profitable business, create efficiency, save valuable time, and maximize their business profits.”

Davis offers business consulting and advising for those that just have some specific questions or areas to be addressed. What Davis really enjoys is working with entrepreneurs to turn their ideas into a reality. Seeing the formation of a new business from its early stages is ideally where Davis can have a big impact.

“It’s usually how to get started,” Davis said. “They’re entrepreneurs, they want to be in business, but they’re not quite sure what to do.”

For those that need a more hands on approach, Davis and his team that includes his daughter Erica McIntyre, niece Angie Robinson and Gary Dennis, who is a former client, will oversee the bookkeeping aspects of a business as well as the back office management, bill payments, invoicing, and email monitoring. He also works with a payroll service to cover all bases.

“For me, it’s really exciting because I get to experience all these companies,” Davis said. “And it’s all based on what they need.”

Since he has an extensive background in accounting, even teaching a course in it at Hawthorne College in Antrim where he went to school, Davis enjoys the challenge of finding ways to help a struggling business. When an owner comes to Davis with some financial concerns, he’s knows the places to look first that could be contributing to less than desired results.

“I’ll look at expenses, look at cash flow and pretty quickly tell them what they need to do,” Davis said. “You can look at a business and say I think you’re spending a little too much here.”

He also offers his expertise to local nonprofits like Windy Row Learning Center and ConVal Community Dollars for Scholars.

Davis specializes in QuickBooks, teaching a three-part course to set up a business for all their bookkeeping needs. He has more than 15 years experience with the program and is certified to train.

“I like the whole hands on approach to learning,” Davis said. 

The course consists of two and a half hour beginner and intermediate classes, as well as a one-hour advanced one-on-one session with Davis. The next course is scheduled on consecutive Tuesdays, Aug. 13, 20 and 27. He also offers a Business 101 class for those looking to start out.

And a lot of his clients come from word of mouth.

“I clean up messes and that’s a great way to pick up clients,” he said.

Davis always knew he was going to work with numbers ever since the time his grandmother pointed out how good he was with them. He found his passion for managing small businesses when one of his responsibilities for his family’s business was the bookkeeping. He helped turn around the struggling financial aid program at Hawthorne College and got his master’s degree in organization and management from Antioch University New England.

For more information, to sign up for a training or inquire about consulting, visit leedavisandcompany.com.


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