Higher Education and Collegiate Athletics
Supporting Your Mission For Success
Whether addressing aging facilities, keeping up with competitors or attempting to lure prospective students by investing in amenities, the higher education environment can be challenging to navigate. For some universities and colleges it has become more difficult to grow revenue through channels that have been lucrative over the past 20 years. As a result, they have begun to reach out to advisors to find potential avenues for growth.
James Moore has worked with over 50 university organizations nationwide, including public and private universities, university foundations, and numerous direct support organizations. Our Higher Education Team provides the traditional compliance and tax services, as well as agreed-upon procedures and consulting services to address budgeting, process improvement and financial challenges. The experienced members of James Moore’s Higher Education Team are adept at providing services that create proactive solutions. A brief overview of our higher education services are noted below; to learn more, download our brochure.
Accounting and Auditing Services
Our auditing services focus on improving the quality of your organization’s financial reporting. Some of the accounting and audit services we provide are:
- Audits, reviews or compilations of financial statements
- Financial forecasts and projections
- Employee benefit plan audits
- Internal control review and evaluation
- Compliance audits
- Testing of specific areas; agreed-upon-procedures
- Attestations about management assertions
NCAA Agreed-Upon Procedures
Our Higher Education Team members regularly perform agreed-upon procedure engagements for NCAA compliance for our college and university clients. James Moore has performed these engagements for numerous institutions, including the University of Florida, Georgia Tech and Northern Illinois University, to name a few.
Our extensive background in providing these engagements to our clients enables us to supply athletic organizations with a wealth of knowledge as to what works - including recommendations to strengthen management controls - and ultimately increase an organization's efficiency, security and profitability. To learn more about our Intercollegiate Athletics Services Team, download our brochure.
James Moore provides a variety of tax compliance and consulting services to help higher education institutions and organizations minimize tax burdens and manage risk. Some of the tax services we provide include:
- Tax return preparation (Federal Information Return Form 990 or 990-PF)
- Applications for tax-exempt status
- Unrelated business taxable income consulting
- Employee Benefit Plan Returns - Form 5500
- Representation before Federal and State taxing authorities
- Payroll tax and fringe benefit consulting
In an economy of ever-changing regulations, organizations are relying on our employees’ knowledge to lend a unique perspective to help them succeed. James Moore offers practical, problem-solving assistance tailored directly to you. Our forward thinking not only meets your needs, but also increases your efficiency. Our consulting services could include:
- Long-range planning
- Personnel recruitment
- Financial administration support
- Budget development/implementation
- Succession planning
Lean Six Sigma Consulting and Training
Lean Six Sigma is a methodology that is used to analyze and improve processes by maximizing inefficiencies and quality through eliminating waste and non-value added activities. James Moore has four certified public accountants who are also certified in Lean Six Sigma. This allows us to work with organizations to customize their processes, helping them to analyze areas within a process requiring improvement. Learn more about Lean Six Sigma.
Our professionals are actively involved in the National Association of College and University Business Officers (NACUBO), and the College Athletic Business Management Association (CABMA). We have done multiple presentations for CABMA conference attendees, and we attend the NACUBO Tax Forum to stay up-to-date with current trends within the higher education industry.
"Our relationship with JM&Co. goes far beyond a traditional auditor/client model. They provide consistent, honest feedback to us and are a valuable resource. Their understanding of the intercollegiate athletic industry allows us to have meaningful dialogue about issues affecting our organization. " - Mike Bobinski, Former Director of Athletics, Georgia Tech
"JM&Co. consistently staff their engagement team with professional, courteous people who have a strong knowledge of intercollegiate athletics. They are a pleasure to work with and provide us with an exceptionally high level of service." - Jeremy Foley, Former Athletics Director, University of Florida