In this debut episode of QuickBooks Mastery for Small Business Success, Erica Northrup and her father, Lee Davis, open the door to their story as a father-daughter business team.

Episode 1: Meet Lee & Erica: A Father-Daughter Team Helping Small Businesses Master QuickBooks

In this first episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis share the origin story behind Lee Davis & Company. From Lee’s early exposure to bookkeeping and decades spent fixing financial systems in healthcare, to Erica’s creativity and tech expertise, this episode lays the foundation for the unique partnership that now supports small businesses across multiple industries.

They share personal stories, lessons learned, and insight into how they help business owners build systems, simplify QuickBooks, and grow sustainably. You’ll also learn the two things they wish every business owner understood about QuickBooks—and why getting started the right way can save years of frustration.

• Strong small businesses depend on systems, clarity, and people-focused decision-making.
• Lee learned bookkeeping early, built a 25-year career in healthcare finance, and became known for fixing broken systems.
• Erica taught herself the tech, branding, and operational skills the business needed to modernize and grow.
• Their ideal clients are hands-on business owners who want clarity, support, and trusted guidance.
• Most QuickBooks issues begin with poor setup; proper foundation prevents long-term problems.
• Even a small amount of accounting knowledge significantly improves confidence with QuickBooks.

• What systems in your business need strengthening?
• Are your financial tools working for you—or working against you?
• How would your business change if you had strong financial guidance?

Free Resource:

3-Part Quick Start Guide to Getting Started with QuickBooks

Download: www.leedavisandcompany.com

Have a QuickBooks Question?

Email: support@leedavisandcompany.com

Erica and Lee introduce themselves and share their mission—to help small business owners simplify QuickBooks and focus on growth rather than fixing mistakes.

Erica handles the tech, Lee handles the numbers, and together they support small to medium-sized businesses with decades of combined experience.

They share why this first episode is all about connection and introducing listeners to their journey.

Lee talks about learning bookkeeping from his father’s bookkeeper, working through college, and developing a long career in healthcare finance and operations.

Erica reflects on the many times Lee turned struggling businesses into thriving ones—and how that set the stage for his future consulting work.

Lee explains how his experience in healthcare taught him the importance of systems, operations, and working well with people.

Lee shares why he wanted to start his own...