Operational Excellence

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 80 higher education organizations (including 30+ 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.

Mike has nearly 25 years of experience as a certified public accountant and is the partner-in-charge of the firm’s Daytona Beach office. He has served organizations representing various industries, including manufacturing, construction and other commercial and professional enterprises, as well as governmental entities.

Mike serves as an integral member of the firm’s Accounting and Auditing Team, with an emphasis on audit and tax services. He provides services requiring complex tax and consulting strategies such as R&D credits, Interest Charge Domestic International Sales Corporation (IC-DISC), inventory costing, developing overhead pools, and retirement planning.

As a Certified Black Belt in Lean Six Sigma, Mike also leads the firm’s efforts to provide Lean Six Sigma services for clients representing the government, university, construction, manufacturing, and professional services industries. He also leads the implementation of Lean Six Sigma practices within the firm to increase efficiency with our auditing process. Additionally, Mike has served as an expert witness in fraud cases and provides consulting services to attorneys throughout the state. He is on the AICPA Peer Review Board and serves on the board of the Volusia Manufacturers Association.