Meet the Team
Zoe Davis, CPA, CFE
Zoe is a Certified Public Accountant licensed in South Carolina and Certified Fraud Examiner with a passion for the clients she serves in her local community. She has more than 20 years of experience in assurance, accounting and tax services at regional and local CPA firms. She provides attest, assurance and contracted CFO services to employee benefit plans, homeowner associations, membership organizations, religious organizations, museums, foundations and other non-profits. Zoe enjoys performing outsourced CFO services and adding value in a fun and stress free process to the financial reporting needs for clients. Zoe is equipped to offer consultation services regarding employee benefit plan compliance and administration, homeowner associations and she assists startup non-profits with organizational structure and internal controls. She genuinely enjoys her work, her colleagues and the clients that she serves. Her mission is to help others achieve their own successes. You will often to keep it simple when dealing with the complexities of accounting.
Education: She graduated cum laude with a Bachelor of Science in Accounting from California State University.
Professional Affiliations & Activities: Treasurer, South Carolina Association of Certified Public Accountants (SCACPA); Member, Coastal Chapter for the SCACPA; Member, American Institute of Certified Public Accountants; Member(AICPA); Member, Not-For-Profit Section of the AICPA; Member, National Society for Human Resources Management; Past-Treasurer, Palmetto Society of Human Resources Management; Member, Association of Certified Fraud Examiners
Extracurricular Interests: Craft beer, card games, puzzles, civic service with Mount Pleasant Rotary Club and spending time with her husband and daughter.
Angela A. Allard, CPA
Angela originally earned her CPA License from the State of New Hampshire in 2011 after graduating Summa Cum Laude from Plymouth State University. She joined Davis & Company CPAs in August of 2014 to provide assurance services, contracted CFO services and prepare information returns. She now has more than 8 years of auditing experience in the non-profit sector and also provides non-profit consulting services and bookkeeping/CFO support to beverage and food crafters through Davis & Company CPAs’ new division, Craft Culture Accounting.
Education: Bachelor of Science in Accounting from Plymouth State Univeristy
Civic Affiliations & Activities: Member, South Carolina Association of Certified Public Accountants (SCACPA); Member, Coastal Chapter for the SCACPA; Member, American Institute of Certified Public Accountants (AICPA); Member, Not-For-Profit Section of the AICPA
Extracurricular Interests: Sailing, running, biking, hiking, other outdoor activities, traveling and wine