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Alex Davis, CPA, CFP®
Offers & Services
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Ready to take the next step toward transforming your business? Book a call to explore how we can help you streamline, grow, and achieve your goals. Simply click the button below to find a date and time that works best for you. During our call, we'll dive into your unique challenges and map out how our services can provide the support you need. I can’t wait to connect with you!
In this comprehensive workbook, I guide you through the exact 4-step process that my clients and I use to craft a solid financial freedom plan. You’ll start by getting crystal clear on your vision, then anchor that vision with a powerful "why" to fuel your journey. I’ve included a step-by-step video to walk you through each stage, ensuring you have everything you need to confidently pursue financial freedom!
Ready to escape the overwhelm and finally step into financial freedom? Join us at From Frustrated to Free: Reimagine Your Money & Your Life, an exclusive retreat where you'll reset your mindset and your money, while connecting with like-minded women.
Join us for a catered brunch with mimosas, where you’ll dive into powerful financial strategies to accelerate business growth, and network with like-minded entrepreneurs and professionals.
Meet Alex Davis, CPA, CFP®—
Alex Davis is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ Professional, Licensed Life, Health, & Annuity Agent, and Amazon Best Selling author, but above all, she identifies as a legacy builder. After a decade of serving high-net-worth individuals and small business owners in public accounting, she faced burnout, missed valuable family time, and felt she was not fulfilling her purpose. This realization led her to leave a secure six-figure financially rewarding but soul-draining career.
She established AGA Tax and Consulting Services LLC, a boutique firm specializing in tax and financial coaching for entrepreneurs. The firm's mission is to assist entrepreneurs in building wealth through strategic financial planning and transforming their relationship with money.