Concierge Medical Practice CPAs

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.

Rebeca provides accounting and consulting services to clients from multiple industries. While she considers healthcare her bread and butter, she also serves organizations in construction, technology, professional services, retail, nonprofit, restaurants and manufacturing. She’s particularly fond of assisting clients as they launch their companies, helping them build their accounting infrastructure and seeing their business take off.

The partner-in-charge of our Gainesville office, Rebeca is heavily involved in the management of ACS staff. She also serves as the in-house payroll specialist in charge of all client quarterly payroll returns and year-end taxes and is our go-to person for QuickBooks assistance. She also speaks three languages, making her a valued resource for our international clients.

Outside of the firm, Rebeca is an active volunteer with the Cystic Fibrosis Foundation. She also serves as treasurer of the Gainesville Regional Soccer League and coordinates our annual gift-giving efforts for the Partnership for Strong Families Wish Upon a Star program.

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.