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.
Key Takeaways- 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.
Questions to Reflect On- 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?
Mentioned in This EpisodeFree Resource:
3-Part Quick Start Guide to Getting Started with QuickBooks
Download: www.leedavisandcompany.com
Have a QuickBooks Question?
Email: [email protected]
Timestamps 00:00 – Welcome to the PodcastErica and Lee introduce themselves and share their mission—to help small business owners simplify QuickBooks and focus on growth rather than fixing mistakes.
00:38 – Who We Are as a Father-Daughter TeamErica handles the tech, Lee handles the numbers, and together they support small to medium-sized businesses with decades of combined experience.
01:00 – Why Share Our Story?They share why this first episode is all about connection and introducing listeners to their journey.
01:42 – Lee’s Journey Into Accounting & BusinessLee talks about learning bookkeeping from his father’s bookkeeper, working through college, and developing a long career in healthcare finance and operations.
03:24 – The Gift of Fixing Broken CompaniesErica reflects on the many times Lee turned struggling businesses into thriving ones—and how that set the stage for his future consulting work.
04:07 – Systems, Finance & PeopleLee explains how his experience in healthcare taught him the importance of systems, operations, and working well with people.
05:10 – Launching Lee Davis & CompanyLee shares why he wanted to start his own business—combining his love for teaching, finance, and helping small business owners succeed.
07:21 – The Very Beginning (During Erica’s Hip Surgeries!)Erica remembers being on the couch after surgery while Lee launched the company; Lee tells the story of his very first client and how he became their “financial guy.”
09:13 – Learning to Sell & NetworkLee talks about joining BNI, learning sales skills, and building confidence as an entrepreneur.
10:16 – A Wide Variety of ClientsFrom nonprofits to Etsy businesses to well drillers, Lee shares the range of businesses they’ve served over the years.
11:43 – Lessons From Running a Small BusinessLee explains how the mistakes he made in his own business help him guide others more effectively.
12:59 – How Erica Joined the BusinessLee recalls the moment Erica created the company logo and began developing their entire tech foundation.
15:32 – Learning New Skills & Solving Problems TogetherErica talks about how she taught herself tech, systems, and creative tools to support the business—and how she loves their teamwork.
17:00 – Who We Serve (Meet “Bob”)Lee shares the story of one of his favorite clients, a well driller, and how they helped transform his business through systems and financial clarity.
19:07 – Why Systems MatterErica and Lee discuss how creating smart systems helps businesses grow, scale, and avoid chaos.
20:37 – Beyond BookkeepingLee explains how they support clients in everything from HR basics to financial strategy and navigating audits.
22:43 – Helping Businesses Grow the Right WayThey reflect on helping clients move from spreadsheets to million-dollar operations.
23:15 – What We Wish Business Owners Knew About QuickBooksTip #1: Get help before creating a mess.
They discuss why starting with proper setup saves so much time and money.
25:36 – Tip #2: Learn Basic AccountingLee shares why a little bit of accounting knowledge changes everything for QuickBooks users.
26:25 – Accounting Basics Coming SoonErica previews future episodes, including “Accounting 101 with Lee Davis.”
26:49 – Wrapping Up the EpisodeA heartfelt recap of their journey and what listeners can expect going forward.
27:20 – Outro & Free ResourcesThey invite listeners to subscribe, download the free 3-Part Quick Start Guide, and send questions for future episodes.
