Business Advisory

As a CPA in the state of Florida, Jay has more than 30 years of experience providing personalized accounting services including auditing and tax services, business consulting, business valuations and litigation support. While he has worked with clients representing the real estate, manufacturing, professional services, dealership and retail industries, he has significant experience addressing issues and providing solutions for healthcare-related entities. As such, Jay leads the firm’s Healthcare Segment Team. Jay helps his clients maximize revenue and minimize expenses, and he is dedicated to providing them peace of mind that they’re getting the best possible tax savings. His guidance helped one client avoid a $1,000,000 tax liability with a cost segregation study, and he helped another client eliminate a $50,000 IRS tax penalty. He also takes a proactive approach to revenue enhancement, cost controls,  applying best practices, and emphasizing the importance of having the right policies and procedures already in place (instead of as a reactive remedy) to best facilitate business growth. Jay also specializes in preparing business valuations and litigation support services and has earned several accreditations including the Accredited in Business Valuation (ABV), Certified in Financial Forensics (CFF) and Certified Valuation Analyst (CVA) designations. Litigation support services include related party transactions, fraud, child support, divorce and dispute resolution.

Julie has over 30 years of diverse human resources management experience that spans start-ups to established organizations. She has worked extensively in all facets of human resources including audits and compliance, benefits and compensation, recruiting, employee and labor relations, training and development, and policy design and has experience in both union and non-union environments.

Julie leads the James Moore HR Solutions Consulting team, which provides clients with guidance and solutions to build and improve their HR infrastructure. Clients include start-ups, non-profits, government entities, construction companies, medical practices and more. She is regularly asked to give presentations to various professional organizations.

Julie earned a Bachelor of Arts in Communication from the University of Toledo. She is a member of the Society for Human Resources Management (SHRM) and a SHRM Senior Certified Professional.

With nearly 20 years of experience, Katie is a partner at James Moore and dedicates a majority of her time serving higher education institutions, collegiate athletic departments, foundations and other university-related organizations. She leads the firm’s Higher Education and Collegiate Athletics industry teams, which serve more than 100 higher education organizations (including 40+ athletic departments) nationwide. She is an active member in CABMA and NACUBO.

Katie’s work in higher education goes beyond traditional accounting services. As a thought leader and valued advisor in the industry, she drives discussions on the issues faced by colleges and universities nationwide. Her passion is in the collegiate athletics niche, and she is nationally recognized as an advocate for the financial voices in the business of college sports. She co-hosts the firm’s News & Brews Sports Biz podcast series and makes regular appearances on other industry broadcast programs and publications. Katie works closely with her clients and enjoys bringing solutions to them that improve their operations and redirect their limited resources to the things that matter most. Certified in Lean Six Sigma, she helps her clients create efficient, thorough and sustainable systems for long-term success.

A certified public accountant in the state of Florida, Kim Hardy has over 25 years of experience providing accounting, tax and consulting services to small businesses and individuals. She has worked with clients representing various industries, including real estate, property management, restaurant franchises, and other commercial industries. Kim has expertise in tax and she has assisted countless clients in maximizing their deductions through implementation of the tangible property regulations as part of her work with the Real Estate Services Team.

Kim is accredited in business valuation by the American Institute of Certified Public Accountants and is also a Certified Valuation Analyst with the National Association of Certified Valuators and Analysts. She has performed valuations on a variety of businesses and works with several attorneys to provide litigation support, primarily focused on cases involving marital dissolution.

Mike has over 25 years of experience as a certified public accountant and is the partner-in-charge of the firm’s Daytona Beach and DeLand offices. While he has served organizations representing various industries, his primary focus is on manufacturing clients and he leads the firm’s Manufacturing Services Team. He’s also the founder and co-host of Moore on Manufacturing, our monthly video series addressing the business concerns facing manufacturing companies.

Mike’s emphasis is on audit and tax services. He provides services requiring complex tax and consulting strategies such as R&D credits, inventory costing and developing overhead pools. He also provides fractional CFO services and helps clients with transition and succession planning and building business value.

As a Certified Black Belt in Lean Six Sigma, Mike uses LSS principles to increase efficiency and improve results when working with clients (as well as during our auditing process). Outside of the firm he serves as the 2024 chairman of the Daytona Regional Chamber of Commerce, is heavily involved with the Volusia Manufacturing Association, and serves on the AICPA Peer Review Board.