Insights by James Moore

Welcome to Insights by James Moore! We believe that helping people and organizations thrive isn't limited to client service. So
we're happy to share our knowledge in a variety of ways - articles, webinars, whitepapers, yearly guides and more.

So take a look around! There's bound to be a resource that helps you.

Insights on topics specific to your industry

Insights on topics specific to business services

ASSURANCE

Ensure your financial records and other fiscal procedures are compliant and complete.

TAX

Keep more money in your wallet through effective, proactive tax preparation and planning.

ACCOUNTING & CONTROLLERSHIP

Get help with your budget, payroll, AR/AP... everything that keeps your organization running!

WEALTH MANAGEMENT

Make your short- and long-term financial goals a reality with expert guidance and strategizing.

TECHNOLOGY SOLUTIONS

Keep your tech environment efficient and secure with managed IT services, break/fix support and more.

HR CONSULTING

Put our HR expertise to work for you, from recruiting and retention to long-term personnel planning!

BUSINESS ADVISORY

Plan for growth, competition, regulations and other factors that affect your financial success.

Articles

Lowering your taxes. Improving your operations. Planning for the future. Remaining in compliance. Whatever your goal, you'll find the information you need here.

Webinars

Our webinars address topics that help you succeed in all areas of your business or organization. Watch our recordings and sign up for upcoming webinars.

Whitepapers

Looking for more comprehensive information on hot topics? Our whitepapers take a deeper dive into the issues that impact you the most.

Healthcare Implementation

Articles, forms, and information that help you and your business make informed decisions regarding the Affordable Care Act.

2023-2024 Tax Planning Guide

Our 2023-2024 tax planning guide provides year-round strategies to make the tax laws work for you!

Recent News

Katie Davis is pink to green gradient headshot.

Katie Davis featured in article by the Business of College Sports

The NCAA and Power Five conferences have approved a settlement in the House case, allowing both former and current Division I student-athletes to receive money. Former student-athletes from June 15,…

NCAA women's basketball court with the association's logo on a rubber mat protector.

Katie Davis and Jim Booz Quoted in Forbes Article

The NCAA and Power Five conferences’ $2.8 billion settlement in the House v. NCAA case compensates former student-athletes for missed NIL earnings and establishes a significant framework for future revenue…

Duo-tone headshot of Katie Davis. Katie is smiling in front and holding a football in the back image.

Katie Davis quoted in article by the Business of College Sports

As college athletics moves towards compensating student-athletes through revenue sharing, direct NIL payments and potentially an employment model, the question arises: Where will the money come from? One potential answer…