SPECIALISTS

Joe Davis

Managing Director, Citrin Cooperman Advisors LLC

Experience

Joe is a managing director in Citrin Cooperman’s Private Client Services Practice with 15 years of experience.

Joe began his career at a business management firm in Nashville, TN, where he honed his accounting skills by managing books, taxes, and operations for local businesses and startups. These early experiences sparked his passion for entrepreneurship and deepened his appreciation for the vital role accountants play in helping those businesses thrive.

After earning his master’s degree, Joe worked with several public accounting firms in the area before launching a fully remote CPA firm dedicated to small business owners, freelancers, and startups. In 2023, his practice merged with King Business Financial Management (KBFM) where he served as a tax partner, supporting business management clients with comprehensive tax services while overseeing accounting and tax planning for entrepreneurs in the music industry and beyond. KBFM joined Citrin Cooperman in 2025.

CREDENTIALS

Education

Master of Accountancy, Belmont University

BBA in Music Business, Belmont University

Licenses

Certified Public Accountant in the State of Tennessee

Affiliations

Member, Tennessee Society of CPAs (TSCPA)

Member, Association of International Certified Professional Accountants (AICPA)

WORK-LIFE BALANCE

Outside the Office

Outside of the office, Joe enjoys checking out East Nashville’s food and music scene and walking the greenway with his dogs Kit and Leroy.

Get in touch with Joe Davis today.

Fill out the form below to get in direct contact with Joe Davis and start your personalized consultation journey.

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Get in touch with Joe Davis today.

Fill out the form below to get in direct contact with Joe Davis and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

Home Office
icon NASHVILLE: T: (615).994.0037