Your Mission Deserves More Than Reactive Support
We handle the complexities so you can stay focused on your cause.
Nonprofits Exist to Advance a Mission. Not to Manage Compliance Chaos.
You didn't build your organization to spend your best hours untangling grant restrictions, chasing delinquent audits, or decoding unrelated business income tax obligations.
Six decades working with nonprofits has shown us something consistent: the organizations that sustain and grow their impact aren't just staying compliant. They're built to last. They plan ahead, report with confidence and treat their financial strategy as fuel for the mission rather than a tax on it.
We help you get there. Nothing slips through the cracks.
Sustaining Your Mission Requires More Than Good Intentions
The nonprofits that endure aren't just the ones working hardest. They're the ones who planned, diversifying revenue before a funding source dried up, tightening operations before budgets were squeezed and building a financial footing that doesn't collapse when priorities shift.
That doesn't happen on its own. It takes the right strategy, the right processes and advisors who understand everything you're up against. And you're up against quite a bit:
Grant compliance erodes bandwidth.
Federal and state funders mandate exhaustive documentation. One misallocated cost or an underdocumented allocation triggers disallowances and repayment demands and jeopardizes future awards.
Form 990 exposes you to donors and the IRS simultaneously.
Your 990 isn't just a tax form. It's a public disclosure document that donors, grantors and watchdog organizations scrutinize to evaluate your stewardship. Errors damage your credibility.
Restricted funds create perpetual reconciliation traps.
Donor-restricted contributions require meticulous fund accounting. Misclassify one gift and you've violated donor intent, triggered a potential audit finding, and undermined trust.
UBIT lurks in unexpected revenue streams.
Advertising revenue, sponsorships, certain membership benefits... When unrelated business income tax surfaces, unprepared nonprofits absorb penalties they never budgeted for.
Single audit thresholds tighten accountability.
Once your federal expenditures hit the threshold, a single audit is required. Most organizations don't find out they're subject to one until the fiscal year is already over. By then, preparing properly is a scramble you didn't have to be in.
Leadership transitions fracture institutional knowledge.
Executive directors hold critical relationships, processes and institutional knowledge. Without deliberate succession architecture, transitions will destabilize organizations mid-mission.
Most accounting firms respond to what you bring them. They simply answer your questions, nothing more.
But mission-driven leaders need advisors who anticipate. Advisors who forecast audit exposure, interpret regulatory shifts before they compound, and understand grant mechanics, fund accounting and board governance without translation.
Nonprofit-Calibrated Expertise That Digs Deeper
We don't just prepare your 990.
We scrutinize it for disclosure risks, UBIT exposure and compensation reporting pitfalls before it goes public.
We don't just conduct your audit.
We identify control deficiencies, strengthen internal processes and position you to satisfy compliance inquiries before they come in.
We don't just track restricted funds. We build fund accounting processes that eliminate classification errors and produce reporting your donors and stakeholders trust.
We don't just advise on compliance. We embed accountability infrastructure that better insulates your organization from fraud, mismanagement and regulatory scrutiny.
We don't just support your finance team. We function as your outsourced accounting department — executing reconciliations, reporting and cash flow oversight so your staff focuses on programs.
We don't just consult on structure.
We architect governance frameworks and leadership pipelines that preserve institutional strength across executive transitions.
Kickin' It With Corinne
Corinne LaRoche, partner and leader of our Nonprofit Services team, delivers actionable insights through Kickin' It With Corinne, our video series dissecting compliance requirements, audit preparation, fund accounting and governance best practices.
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Your Nonprofit's Complexity Meets Our Tailored Solutions.
It's time for mission-grade support.
Social Service & Community Organizations
You're administering federal and state contracts, managing multi-program budgets and facing escalating compliance requirements with limited administrative capacity. Most accounting firms treat this like standard bookkeeping.
We understand social services economics. We execute grant accounting, single audits and cost allocation plans that satisfy even the most rigorous funder scrutiny.
Foundations & Membership Organizations
You're distributing grants, managing endowments, reporting to boards and navigating private foundation excise taxes or membership revenue classification.
We structure your financial operations to sustain grantmaking capacity, protect tax-exempt status and produce the reporting your board demands.
Federally Funded & Government-Adjacent Nonprofits
You're operating under OMB Uniform Grant Guidance, navigating indirect cost negotiations and surviving single audits that scrutinize every expenditure.
We execute the compliance architecture that keeps your funding intact and your auditors satisfied.
"The James Moore team has gone above and beyond over the years supporting our unique nonprofit. Their expertise in governmental and 501(c)(3) work is unmatched. We know we can count on tailor-made guidance for even our most complex financial and compliance issues."
DJ Lebo, Chief Executive Officer
Early Learning Coalition of Flagler and Volusia
"Our experience with James Moore has far exceeded a typical auditor relationship. The team takes time to understand our unique challenges in the nonprofit sector and provides tailored guidance. And it's not just business with them - they regularly engage with our mission, even attending our annual fundraiser."
Jennifer Nadelkov, Chief Executive Officer
The House Next Door
"As a workforce board, we are required to re-procure audit firms every five years. We had concerns and fear of the unknown: Who’s on the staff? Will there be continuity in staffing? Will they have workforce knowledge? Will communications be timely? Will the audit be completed on time? James Moore quickly laid those concerns to rest. Their workforce knowledge, professionalism, continuity of staff, ability to respond timely and effectively to questions and or concerns, and level of service and commitment have been solid from day one. I would highly recommend James Moore to any organization seeking an audit firm."
Anna Munro, CPA, Vice President, Fiscal and Administrative Compliance
CareerSource Tampa Bay
"James Moore is the best accounting firm I’ve ever used. I’ve personally and professionally used a total of four firms and James Moore is the only one I’d recommend enthusiastically. They are honest, do what they say they’re going to do, and don’t miss deadlines. James Moore’s staff are easy to work with and are able to explain practically everything to me when I don’t understand something. The firm is always up to date when regulations and rules change, and I actually look forward to working with James Moore for taxes and our review. I wholeheartedly recommend James Moore without hesitation!"
Janet Akerson Administrative Director
Florida Trail Association
"Everything goes smoothly with James Moore. You have an exceptional team of professional staff who are knowledgeable and reliable. We have a long-time relationship, and even as the people have changed, they have always done a good job for us. I would definitely recommend James Moore."
Michele Ward, Executive Director
Suwannee Valley Community Coordinated Child Care, Inc.
"We’ve worked with at least 10 CPAs in the last 37 years, developing and running Ride Solution budgets. James Moore has been the most organized and easiest to work with. Their staff has been a pleasure, and the clarity of their reporting has been both timely and invaluable. James Moore has their act together. I would most definitely recommend them to anyone needing accounting services."
Boyd Thompson, Executive Director
Ride Solution, Inc.
"James Moore provided expert guidance in understanding complicated accounting standards. Their staff is knowledgeable and dedicated to excellence and customer service and have always been accommodating to our governmental and non-profit deadlines. Their communication style and firm culture reduce the added stress of the annual audit, and the firm’s technology is easy to use and our data is safe and secure. Working with James Moore has been a pleasure, and we look forward to working with them again."
Ginger Harris Hushour, ABA, QAS, Comptroller/Director of Accounting
Florida Healthy Kids Corporation
James Moore’s audit & tax team does an excellent job for my agency. They are very knowledgeable in Head Start programs and have strong expertise with programs requiring single audits in general. Throughout the engagement, their staff showed outstanding qualifications, competence, and professionalism. They make a complex process feel manageable. Their team is also very responsive throughout the year should I have any general questions. My team appreciates their guidance and would recommend working with them.
Anita Bushnyakova, Chief Financial Officer
Kids Incorporated of the Big Bend
Every Operational Stage. Every Compliance Challenge. One Partner.
Assurance Services
Grantors won't release funds without verified financials. Donors won't commit without credible reporting. We deliver audits, reviews and compilations calibrated to nonprofit standards, including federal single audits under Uniform Grant Guidance. We validate your story with precision.
Audit Preparation
We help nonprofits enter every audit with records, documentation and internal controls already in order, so findings, material weaknesses and questioned costs don't catch leadership off guard. The focus is on closing the gaps before auditors arrive, not managing the fallout after.
Nonprofit Tax Planning & Compliance
Your 990 narrates your mission to donors, funders and regulators. We scrutinize every schedule for UBIT exposure, compensation reporting accuracy and public disclosure risk. We file with confidence and keep your tax-exempt status unassailable.
Outsourced Accounting
Your programs expand, your fund accounting complexity multiplies, and your team drowns in reconciliations instead of advancing your mission. We function as your accounting department so you can focus on impact, not minutiae.
Fractional CFO Services
You need CFO-level financial oversight without CFO-level overhead. Our fractional CFOs understand nonprofit economics: restricted fund management, indirect cost rates, cash flow forecasting across grant cycles, and the covenant compliance your funders require.
Operational Excellence
Redundant processes and administrative inefficiency consume resources your programs desperately need. We apply Lean Six Sigma methodology to diagnose and eliminate operational drag, helping you better fulfill your mission with the resources you've secured.
HR Solutions
Recruiting mission-aligned talent in a competitive labor market, navigating employment law compliance, and sustaining a productive workforce demands expertise most nonprofits can't maintain internally. Our HR Solutions team extends your capacity.
Technology Services
Every operator faces an exit: retirement, sale, or unexpected transition. The ones who preserve maximum value plan years ahead. We help you architect comprehensive transition strategies that align business and personal objectives long before you need them: business valuation, ownership restructuring, buy-sell agreements, and successor preparation. Your written plan protects your legacy, your team, and your investors, and ensures your enterprise thrives beyond your tenure.
Transition Planning & Leadership Development
Every organization eventually faces a leadership transition. The ones that prepare years ahead best preserve institutional momentum. We create succession strategies, build leadership pipelines and deliver training that equips your next generation to execute without disruption.
Is Your Nonprofit’s Financial Health Where It Should Be?
Rising costs. Tighter reimbursements. More reporting demands. This benchmarking report gives nonprofit health and human services leaders the real numbers they need for board presentations, budget planning, and funder conversations.
Why Partner With James Moore for Nonprofit Services?
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We Think Like Operators, Not Just Accountants
Most firms react to what you bring them. We anticipate what's coming.
- We forecast single audit exposure before your fiscal year closes.
- We monitor regulatory changes to Uniform Grant Guidance before they reshape your compliance obligations.
- We surface UBIT risk during program development, not after you've spent the revenue.
- We plan your leadership transition years before circumstances force your hand.
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Everything Works Together
One team handles your accounting, tax compliance, assurance, HR and technology strategy. No vendor coordination, no conflicting advice and no gaps.
Your outsourced controller communicates with your tax advisor, who coordinates with your audit team, because they're all working toward the same objective: protecting your mission and sustaining your capacity to deliver it.
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We're Playing the Long Game
Every recommendation we make passes one test: Does this strengthen your organization's ability to execute its mission sustainably? Whether you're navigating your first single audit or restructuring for a major expansion, disciplined decisions made consistently over time compound into institutional resilience.
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You Get Senior-Level Attention
Your complexity deserves experienced professionals, not entry-level staff learning on your 990. Our senior CPAs and advisors remain engaged with your organization. They know your funding landscape, understand your governance structure and bring decades of nonprofit-specific experience to every filing, audit and strategic decision.
The Nonprofit Leader's Resource Center
Stay ahead with the latest compliance updates, funding trends and expert perspectives built specifically for mission-driven organizations. Our nonprofit resource center brings together insights from James Moore's industry leaders, covering everything from grant management and audit preparation to leadership development and alternative revenue strategies.
The Cost of Good-Enough Accounting
Every quarter without proactive grant compliance monitoring is reimbursement you're surrendering unnecessarily.
Every 990 filed without rigorous UBIT analysis is exposure that accumulates silently until the IRS finds it.
Every year without structured succession planning is institutional knowledge that evaporates when your executive director transitions — and recovery time you can’t reclaim.
Mission-driven organizations that sustain their impact aren't just compliant; they're architecturally sound. The wrong advisory partner (or no strategic partner at all) means you're competing for funding, talent and public trust with one hand tied behind your back.
You've built something that matters. Let's make certain it endures.
Ready to Fortify Your Nonprofit's Financial Foundation?
Schedule a conversation with advisors who speak your language and understand your mission.
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Corinne LaRoche, CPA
Partner
Amy Dorn
Senior Manager
Andrew Ferguson, CPA
Senior Manager
Andy Bush
Audit Manager
Becca Gilbert
Business Development Manager
Caitlan Walker, CPA
Director
Chris Noyes, CPA, CGMA
Senior Manager
Erik Wiebke, CPA
Audit Manager
James Halleran, CPA
Partner
Jennifer Shafer Pendarvis
Senior Manager
Josh Van Zandt, CPA
Senior Manager
Julie Kniseley, SHRM-SCP
President, HR Solutions
Karsten Derendorf, CPA
Director
Katherine Munday, CPA
Director
Kevin Warren, CPA
Director
Logan Nix
Audit Manager
Marina Farwick, CPA
Senior Manager
Tiffany Edwards, CPA
Director
Valarie Farias
Accounting Implementation Supervisor