Financial statements are a critical factor in obtaining loans and other means of funding for your business. The more you can verify solid financial reporting, the more likely you’ll secure the financing you need.
Whether you need a loan or just want a second set of eyes looking at your internal staff’s work, assurance services from James Moore play a key role in having sound financial statements.
As small business CPAs, we provide any level of assurance you need—from one-page compilations to full-on audit reports. We’ll make sure you have confidence that your financial reporting is accurate, meeting bank requirements and general industry standards.
The world of business taxes changes year-over-year and becomes more complex the larger your business grows. More than just filing properly and in a timely manner, your business needs to plan ahead to anticipate taxes and changes to the tax code.
James Moore leverages our ongoing expertise to the benefit of your business, helping you reduce your tax burden, accurately plan for and pay quarterly taxes, and ensure you remain compliant with the ever-changing tax code. We tailor our small business tax services around your specific business and tax position, to put you on stable financial ground and keep you there.
Sound and consistent accounting practices are key to your success. Finding qualified people to do this work, however, isn’t always easy. It’s also expensive to bring them onboard, train them and pay their salary and overhead.
Outsourcing some or all of your accounting operations provides you with the expertise you need, without having to invest in permanent staff. Instead, you can use your money to grow your company. Regardless of your needs, James Moore provides customized accounting solutions that suit them.
We’ve worked with small businesses in many industries, from retail and restaurant to trades and professional services. We can help you in whatever way best fits your business—in-house solutions, cloud-based accounting software, payroll options, QuickBooks consulting, and even entirely outsourced accounting services.
Few small businesses have the working capital or the need to hire a full-time Chief Financial Officer (CFO). But this position is nonetheless important in maintaining your company’s fiscal responsibility and financial outlook.
James Moore provides the active engagement and financial expertise of a CFO, without demanding the salary of a full-time C-suite employee. We’re equipped to deliver internal control analysis, cash flow projections, budget assistance, grant compliance and monitoring, cost analysis and more—everything you expect from a full-time CFO.
No matter your business’ size or growth projections, our outsourced CFO services put you on track to financial intelligence and fiscally responsible decision-making.
Employee recruiting, onboarding, training and compliance are time-consuming duties. Your small business likely has the demand for HR solutions, but not likely in a full-time capacity. Outsourcing these duties and the multitudes of others to James Moore gives you the opportunity to run a tight-ship, without strapping your budget with a full-time HR specialist.
Our HR solutions include oversight for compliance, payroll, training, hiring, benefits and much more. We’ll help you establish a well-run workforce, so you can focus your attention on running your business the way it should be run.
As more and more of your business becomes powered by technology, you need solutions that work reliably and are secure against cyber-attacks. The success of your business and the trust of your customers depends on it.
With an entire division dedicated to technology solutions, James Moore provides the complete oversight your business needs to operate in the digital age. Our capabilities encompass technology planning, cloud systems setup and configuration, cybersecurity, data backups, managed IT services and much more. We’re a Microsoft 365 Certified partner, delivering the comprehensive assistance you need to tie your business together digitally.
You’ve worked hard to create wealth for yourself. Let us work hard to help you maintain it. James Moore specializes in wealth management solutions across a broad spectrum of investment strategies. From retirement planning to asset management, risk management to financial planning, we’ll thoroughly evaluate your financial position to help you minimize your tax burden and preserve your wealth.
We partner with HK Financial Services, a national wealth management company, to help you effectively evaluate and manage the optimal wealth preservation strategies for you. You have dreams; well help you recognize them.
How do you get better at what you’re already good at? It’s hard to see the path towards growth or innovation when you work so closely on your business each and every day. Sometimes, the best thing you can do is bring on another set of eyes to spot opportunities you might be missing.
Using Lean Six Sigma methodologies and a broad variety of proven analytical tools, James Moore breeds operational excellence within businesses of all sizes. We help you establish goals, benchmark performance, recognize and capitalize on competitive advantages, control cash flow and tighten quality control. We aim to help your business become the well-oiled machine it needs to be to thrive in a competitive market.
Should you make that acquisition you’ve been eyeing? Is it time to invest in a second location? Does your business have the cash flow to support hiring more employees? These are all critical questions you’ll be faced with at some point. Knowing how to answer them means being able to plan your next steps with confidence.
If you’re tied up in the details or are having trouble seeing the big picture, it’s okay. You don’t need a crystal ball—you just need the strategic planning insights offered by James Moore. We’ll dive into the data, consider your business position and goals, illuminate the path connecting them and advise you on the best course of action to make success a reality. Our strategic planning resources help you make moves confidently, backed by firm data and insights.
Deciding to sell your business or pass it on to a successor when you retire is a major decision—one that takes no small amount of planning. Everything requires consideration: From passing on your knowledge of how your business operates, to understanding its financial position and other operational considerations. James Moore can help.
We’ll help you take the proper steps towards transition planning. Our services encompass setting transition objectives, assessment of finances, valuating your business, projecting growth value, contingency planning, selling your business and wealth preservation planning, among others.