Our firm is focused on providing solutions that meet your needs.
We continue to add solutions needed by our clients and the market. We invite you to visit us often to see what we are up to.
Going beyond the numbers to help our clients find their focus. We work with clients to improve their overall financial reporting and help them understand their business. This includes providing audits, reviews, and compilations, along with other accounting-related services to privately-held companies, nonprofit organizations, and government entities.
Revenue – Cost – Cash Flow. At the end of the year it’s all about the numbers. Throughout the year it can feel all about the numbers too, as you balance your interest in growing your organization alongside your financial reporting requirements. As an owner you need useful information to help you run your organization at peak efficiency.
Businesses with 100 or more full-time employees (or the part time equivalent) are subject to the shared responsibility payments for failure to comply with the Affordable Care Act (ACA). Under the law, these employers must provide affordable health insurance that meets the minimum value or be subject to penalties. Employers with 50 or more full-time employees are subject to penalties beginning January 1, 2016.
Time is money. The time invested in developing a business from the ground – up is, arguably, immeasurable. Placing a value on an individual’s willingness to sacrifice birthdays, graduations, and vacations, in order to grow a business is dependent on multiple factors.
Our dedicated EBP service team members will explain the finer details of your plan and help ensure you meet your fiduciary responsibilities and protect the assets of your plan. We provide guidance from plan design and implementation to ensuring plan compliances and investment management.
James Moore Solution
Quality – We audit more employee benefit plans for companies located in north and central Florida than any other CPA firm. Our dedicated EBP service team members receive EBP-specific training each year, and have experience auditing numerous types of plans.
Efficiency – Our EBP team members apply principles of Lean Six Sigma to each of our audits to maximize efficiencies in the process by eliminating non-value activities. We offer you a unique look at your processes and make recommendations to improve performance.
Easy – We schedule our audits around your time and always deliver on time. We also enjoy team member retention rates of 100% over the past 5 years and 71% over the past 10 years, so you’re not retraining your auditor every year.
Types of Plans
- Defined benefit pension plans
- Health and welfare plans
AICPA Employee Benefit Plan Audit Quality Center Member
The Employee Benefit Plan Audit Quality Center of the AICPA is a National Forum of CPA firms that demonstrate a commitment to high quality standards for employee benefit plan audits. As a member, James Moore & Co., P.L. adheres to the center’s strict requirements - assuring our clients receive the highest level of employee benefit plan audit quality.
Sound human resources policies are crucial to the success of a company. Without them, your organization could be subject to fines due to non-compliance with constantly changing workplace regulations. You also run the risk of a workforce that is not properly trained, compensated or accommodated - which can lead to low employee morale, reduced productivity and high turnover. HR consulting services can help you ensure that your organization is in line with federal and state regulations, and that your employees are happy and performing at their best.
There is always room for improvement. Some organizations read this phrase and immediately think about training for employees. Others focus on developing efficiencies and being more consistent. Still others see this phrase and immediately consider how they can better empower employees. Many organizations have addressed their need to improve through applying Lean Six Sigma.
American medical practices lose $125 billion every year in unpaid and underpaid claims. From unpaid copays at time of service to claims that are never followed up, your practice could be leaving a lot of money on the table. A revenue cycle review can help you find the gaps and inefficiencies in your administrative processes and help you address them - so you can focus on caring for your patients.
Where are you? Are you just getting started in your career or nearing retirement? Are you considering opening a business or are you focused on expanding your business to provide additional services or expand to other geographies? No matter where you are you can benefit from effective tax preparation and planning.
These days everything revolves around Information Technology or “IT.” Smartphones – iPads – Apps – Software Options – Hardware Choices. The list feels endless. Bottom line – In today’s marketplace if you are not connected you are not communicating. Balancing individual IT needs with your organization’s budget can be challenging. In addition, there are multiple paths to pick. What is your best option?
Setting the steps associated with achieving our goals can be difficult, especially when you know there will be challenges down the road. In order to ensure your best chance of success you should align your long-term financial plans with a trusted adviser who can help provide the guidance you need when the unexpected becomes a reality.