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Succentrix Business Advisors

Penelope Davies



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Business Advisors

All Accounting Services Will Be Performed by
Penelope Davies, FCCA

We specialize in small business accounting & tax services.




Succentrix Sarasota Fl
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Accountant / Tax Preparer

Penelope Davies was born and raised in the U.K. She has a Bachelor of Arts in Economics (Hons) and has an international background. She has worked in different countries including the U.K., Bermuda, Bermuda U.S. offices and Germany. Penelope is an Accounting Professional, ACCA Qualified, with 20 years accounting experience. Industries she has worked in include restaurants, retail, banking, financial services, the leisure industry (golf and hotels), construction and fund management.

Penelope has worked for small, medium and large businesses, advising and helping business owners manage the financial aspects of their business, whilst working at the Controller and Director level. She really enjoys meeting and working with people and loves to help business managers and owners succeed. Penelope has also worked preparing monthly and annual financial statements for multiple companies incorporated within a large U.K. Banking Division.


In her earlier career Penelope was successful as a manager who was solely responsible for the management and profitability of individual Restaurants and Retail outlets for well-known worldwide and high street companies.

Penelope and her family have moved to the Sarasota and Bradenton area and they could not be more happy living there. Her family loves travel and to get out and about together, her kids certainly keep her busy!

How can Penelope best help you? Do you need assistance with individual tax preparation, business tax preparation, payroll services, bookkeeping and accounting or advisory services? If so, she can certainly help.


Using a flexible approach, Penelope can tailor work to advise on specific areas that business owners would like to improve upon. If you need to focus on running your business whilst someone takes care of your accounting and tax needs, Penelope can do that too.


Please feel free to email or call to arrange a meeting for a consultation. Penelope would love to get to know you. She provides a professional, prompt and friendly service, there are no individual or business needs that are too big or too small!

Xero certified advisor

Tax services

Business & Personal

Tax Return Preparation

Electronic Filing

Tax Resolution

Tax Planning

Current Tax Law Consulting


Cloud-Based Accounting

Collaborative Platforms

Full-Charge Accounting & Bookkeeping

Time-Saving Business Systems

Timely Financial Reports

Financial Consulting

Industry Comparisons

business advisory services

Proactive Strategic Advice

Competitive Advantage Analysis

Business Start-Up Advice

Trustworthy Expertise

Responsive Service



Business Valuation

Foreign Tax 

Annual Budgeting

Business Industry Analysis

Location & Job Costing

Get in Touch

Penelope Davies

1990 Main Street, Suite 757

Sarasota, FL 34236

Phone:  941-786-6810

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This is not a CPA Firm.

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