Taking Your Idea to the Moon and Back

Technology changes fast, and so does your tech business. From idea to start-up to rapidly growing company, it can seem like the blink of an eye. But in that single blink, your needs have changed dramatically! 

Claiming research grants and tax credits, securing external funding, navigating regulatory requirements, figuring out hiring, payroll and benefits for an expanding business – it’s a lot to think about. You’re making major financial decisions for your company every day. With James Moore’s experienced advisors in your corner, you can be confident you’re choosing wisely.

What makes us different?

Our goal is to continually improve your business and make it run more smoothly. That means we’re constantly working to increase our knowledge and the level of service you receive. It’s a commitment to always be bettering ourselves. To go above and beyond every day. Just like you.

When you partner with us, you’ll work with a team focused on understanding your business and finding effective strategies to help you achieve your objectives. For technology companies, that means solid accounting and strong financial statements to obtain the financing you need, the acquisition you want or the initial public offering you’ve been working for.

Case Study: Helping a Technology Firm Move to the Next Level

A life science company determined its next step was to become a public company. James Moore had already been the company’s auditor for 10 years, so its leadership hired our firm to guide them through the process of going public.

We met with company officials on many occasions to formalize company policies and procedures, compile and calculate cash flow projections, and advise management on other significant questions from interested parties. Our staff was also present to answer questions and act as a sounding board for ideas to make sure all appropriate steps were taken with the company’s management team. Although we no longer serve as auditors, we still work closely to prepare the company’s tax returns and advise the company on the tax disclosures required under the public filings.

Technology Accounting and Business Solutions

Your financial statements are a critical factor in securing investor support and other means of funding. They also establish a financial track record for others to see if you’re preparing for an acquisition or an initial public offering.

The more you can verify that your firm practices solid financial reporting, the more likely you’ll secure the financing you need or be in a better position for a merger, buyout or IPO.

Assurance services from James Moore play a key role in having sound financial statements. As technology CPAs, we can provide any level of verification that you need—from one-page compilations to full-on audit reports. So you can have confidence that your financial reporting is accurate and meets investor requirements and general accounting standards.

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Tax planning can be complicated for technology firms thanks to endless tax codes and regulations, doing business across state lines and reporting for stock options.

Hidden among these complexities, however, are numerous avenues to reduce your tax obligations. All you need is an expert to help you find them.

Tax credits abound for research and development, major purchases and more. Interstate tax obligations vary from state to state. And knowing the types of stock options available can make a difference on your return. A creative tax strategy considers these possibilities and leverages them to your advantage—so you can keep (or re-invest) more of your hard-earned revenues.

Our technology tax professionals understand not only the ins and outs of general tax strategy, but also the needs of your industry and the resources available to you. We’ll help you with the complex issues you face and devise a solution that works for your company, your employees and you.

 

Solid and consistent accounting practices are a key to your success. Finding qualified people for the job, 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. So you can use your money to move your company forward.

James Moore has worked with technology clients in all phases, from startup status to larger, established firms. And as auditors of federal research grants, we understand the rules and regulations surrounding their use and their proper reporting to grantor agencies.

We can help you in whatever way fits your company best—in-house solutions, cloud-based accounting software, payroll options, QuickBooks consulting, even entirely outsourced accounting services. Regardless of what your needs are, James Moore can provide a customized accounting solution that suits your needs.

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You’ve led your company to financial success so far, and you know there’s more it can achieve. Beyond the day-to-day accounting work, however, you’re not sure how to continue that success moving forward.

Many larger firms have a chief financial officer to help oversee financial operations and guide the company in its biggest strategic decisions. Thankfully, you don’t need to be a big company to have this kind of expertise at your disposal.

Outsourced CFO services provides you with the expertise of a chief financial officer without the full-time CFO salary. Our technology CPAs have decades of experience helping clients in your industry make the tough, high-level choices that will impact your company for years to come.

We’ll provide an experienced point of view for internal control analysis, cash flow projections, budget assistance, grant compliance and monitoring, cost analysis, training of your staff and more.

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As your company grows, so does the need for more employees. You also need proper policies to ensure a happy, productive workplace that’s compliant with HR laws and regulations.

Finding and retaining qualified employees requires in-depth knowledge on recruiting practices, work eligibility and current workplace regulations. With limited funds to hire HR professionals on staff, tech firms are turning to outsourced human resources service providers to address these needs.

From recruiting and hiring employees to ensuring compliance with DOL regulations, external HR consulting can help you maintain a productive workplace that attracts and keeps the talent you need.

Our HR Solutions team brings decades of combined human resources experience to the table. And our partnerships with affiliated national workforce and financial services companies put even more knowledge of human resources, retirement plans, payroll and more to work for you.

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A successful company is often known as much for its leader as it is for its work—especially when that leader has an innovative vision that has guided its efforts.

As your company grows, however, you need more than your vision to maintain its success. You need skills in operations, finance, leadership, communication and strategy.

Our leadership training programs give you the tools you need to continue your company’s trajectory. And our Profit Mastery class shares methods to better your company’s performance, such as managing finances and improving processes.

By teaming with partners like Velocity Advisory Group and area business leaders, we can provide the most thorough and practical instruction for you. Where do you need help?

The evolution of a technology company often progresses to a transition point—purchase by an outside party, merger with another firm, or perhaps an initial public offering.

All have wide-ranging financial and tax implications that affect you and your employees. They also raise questions about your role once the transaction is complete.

A written exit plan establishes those terms and should be a key component in any transition your company makes. Whether a new arrangement means taking on different responsibilities or leaving the helm entirely, an exit plan ensures that your vision is fulfilled and protects you and your employees.

Our technology CPAs have the industry knowledge to help companies like yours prepare for a transfer of leadership. By establishing and documenting the steps to be taken when the time comes, you and your team will have peace of mind that nothing is left to chance.

Your IT network is the backbone of your company. It provides you with quick access to vital information, allows for timely communication and makes sure your data is secure. So you need a technology provider who can keep it running.

With limited funds to invest in an in-house staff, outsourcing your IT needs is an ideal solution for a growing company like yours.

Our Technology Solutions Consulting department helps technology companies with everything an in-house IT department would handle—from routine troubleshooting to long-term technology planning. As a Microsoft Gold Certified Partner, we keep up with the latest developments and techniques to make sure our clients’ networks have the best possible care.

Whether you need a single consultation or a full complement of managed IT services, our team is ready to keep you connected.

  • Managed IT Solutions
  • Break-Fix Support
  • Email, Messaging & Collaboration
  • Network Planning & Design
  • Backup & Disaster Recovery
  • Security and Data Protection
  • Business Technology Planning

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Featured Articles on Technology Accounting

Carol Villemaire

Carol Villemaire, CPA

Partner

Carol Villemaire has more than 40 years of experience as a certified public accountant and consultant. She provides a variety of services to her clients including tax preparation and planning, outsourced accounting and business consulting.

Carol focuses on serving technology-based companies, including software and life science companies. She addresses needs associated with reporting of investment capital, research grants, licenses and patents, stock options and exit/transition strategies. Innovative companies need innovative solutions; Carol’s experience with technology firms and their unique challenges allow her to provide much-needed expertise at a critical point in their development. Since many startup leaders have not yet gained experience in accounting functions or business planning, she serves as a trusted resource to guide them through their growth.

As managing partner (CEO) of James Moore for 10 years (2009-2019), Carol understands the challenges and fulfillment that come from leading a business. She enjoys working with business leaders to share experiences and brainstorm solutions.

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