Addressing What Keeps You Up at Night

Could fraud be happening in your organization? Are you jumping through all the hoops that regulators require? What about satisfying potential lenders and investors? With James Moore’s assurance services, you don’t have to spend the wee hours dwelling on questions like these.

Our assurance services give you something incredibly valuable – assurance that your financial records are compliant and complete. Your bookkeeping and financial procedures are sound and you can prove it, if necessary. It’s the non-pharmaceutical solution to insomnia.

Tailored just for you

Sometimes an audit is appropriate; other times a different service can meet your assurance needs with less expense and disruption.

The answers you need

Identify potential issues and implement smart solutions before problems arise, by examining operations and controls for vulnerabilities.

A holistic approach

Our assurance services evaluate everything from financial statements and reporting to business processes and internal controls.

"What we found in James Moore was more than an accountant, we found a business partner...CHW is better because of our relationship with James Moore and its people."

Rory Causseaux, PE, CEO

CHW Civil Engineering Services, Inc.

Fewer worries, more confidence. That’s James Moore.

Step 1: We identify the optimal level of assurance services for your organization to ensure compliance and confidence.

Step 2: We get to know your operations and style so we can recommend the most effective and cost-efficient controls.

Step 3: You get to stop worrying.

Audits, Reviews & Compilations

Whether it’s a legally mandated audit or something different, we’ll help you find the right level of assurance services for your situation.

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Agreed-Upon Procedures

Less comprehensive than an audit but no less rigorous, our AUP services look closely at one or more areas of particular concern.

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NCAA Agreed-Upon Procedures

Specialized audits that help you find lost funds, enhance your operations and address the red flags that catch the NCAA’s attention.

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What It's Like to Work With James Moore

Need more information? Check out our library of articles.

Master subrecipient monitoring and nonprofit financial oversight requirements. Learn compliance best practices for managing federal pass-through funds effectively.

Working with Subrecipients: Financial Oversight Best Practices

Your nonprofit just received a federal grant with pass-through funding requirements. Congratulations on the award,…

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Master Schedule B donor privacy and nonprofit public disclosure requirements. Learn IRS Schedule B compliance strategies that protect donors and satisfy regulators.

Schedule B Strategy: Public Disclosure, Donor Privacy, and Risk Management

Your nonprofit just received a $50,000 donation from a high-profile donor who insists on complete…

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Master Unrelated Business Income Tax compliance with proven nonprofit UBI risk management strategies. Protect your exempt status while diversifying revenue streams.

Unrelated Business Income (UBI) Risk Management: Strategies for Diversified Nonprofits

Your nonprofit just opened a new café that serves the community during the day and…

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Understand the unique complexities of a nonprofit income statement, from net asset classifications to program expense ratios. Expert guidance for mission-driven organizations.

The Nuances of Nonprofit Income Statements

Your nonprofit just wrapped up a phenomenal year. Donations surged, program participation hit record highs,…

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Learn how nonprofit CFOs use Form 990 benchmarking data to drive smarter financial analysis and strategic decision-making beyond basic compliance reporting.

How Nonprofit CFOs Can Use Form 990 Data for Internal Benchmarking and Decision-Making

Your nonprofit’s Form 990 sits in a filing cabinet (or more likely, buried in a…

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Master the AIA billing index to get paid faster on construction projects. Learn schedule of values setup, documentation tips and retainage strategies.

AIA Billing Index: Everything You Need to Know

Your project manager just submitted a pay application, but your client pushed back on the…

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Jeremy Wright, CPA

Partner

Jeremy focuses on proactive tax strategies, credits and incentives, and long-term business planning for construction clients to support their profitability. He helps them analyze contract schedules, assess job profitability using key metrics and optimize financial structure for risk mitigation and growth. Jeremy also provides strategic guidance in areas such as budgeting, cash flow forecasting and bonding capacity.

Jeremy leads our firm’s Assurance service line and is a key member of our Construction Services team. He is a member of several industry-specific associations, including the Construction Industry CPAs and Consultants (CICPAC), the Florida Transportation Builders’ Association (FTBA), the Construction Financial Management Association (CFMA), the Florida Surety Association (FSA) and the Builders Association of North Central Florida (BANCF).

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