Addressing What Keeps You Up at Night

Could fraud be happening in your organization? Are you jumping through all the hoops that regulators require? What about satisfying potential lenders and investors? With James Moore’s assurance services, you don’t have to spend the wee hours dwelling on questions like these.

Our assurance services give you something incredibly valuable – assurance that your financial records are compliant and complete. Your bookkeeping and financial procedures are sound and you can prove it, if necessary. It’s the non-pharmaceutical solution to insomnia.

Tailored just for you

Sometimes an audit is appropriate; other times a different service can meet your assurance needs with less expense and disruption.

The answers you need

Identify potential issues and implement smart solutions before problems arise, by examining operations and controls for vulnerabilities.

A holistic approach

Our assurance services evaluate everything from financial statements and reporting to business processes and internal controls.

"What we found in James Moore was more than an accountant, we found a business partner...CHW is better because of our relationship with James Moore and its people."

Rory Causseaux, PE, CEO

CHW Civil Engineering Services, Inc.

Fewer worries, more confidence. That’s James Moore.

Step 1: We identify the optimal level of assurance services for your organization to ensure compliance and confidence.

Step 2: We get to know your operations and style so we can recommend the most effective and cost-efficient controls.

Step 3: You get to stop worrying.

Audits, Reviews & Compilations

Whether it’s a legally mandated audit or something different, we’ll help you find the right level of assurance services for your situation.

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Agreed-Upon Procedures

Less comprehensive than an audit but no less rigorous, our AUP services look closely at one or more areas of particular concern.

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NCAA Agreed-Upon Procedures

Specialized audits that help you find lost funds, enhance your operations and address the red flags that catch the NCAA’s attention.

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What It's Like to Work With James Moore

Need more information? Check out our library of articles.

Master nonprofit filing requirements and healthy start coalition reporting. Expert guidance on nonprofit assurance compliance to protect your mission and funding.

Filing and Reporting Requirements: What Every Healthy Start Coalition Needs to Know

Your Healthy Start Coalition just wrapped another year of serving pregnant women and families. The…

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Avoid these 7 nonprofit revenue recognition mistakes that create compliance issues and misleading financials. Expert guidance from James Moore's Assurance team.

7 Common Nonprofit Revenue Recognition Errors to Avoid

Your organization just landed a three-year $300,000 grant with specific deliverables tied to each year….

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Learn how nonprofits can structure joint ventures and for-profit subsidiaries while maintaining compliance and protecting tax-exempt status. Expert guidance inside.

Navigating Joint Ventures and For-Profit Subsidiaries: Compliance Risks and Best Practices

Your nonprofit just secured a perfect partnership opportunity. A for-profit company wants to collaborate on…

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Multi-state nonprofit compliance requires more than federal 501(c)(3) status. Learn how nonprofit state registration requirements vary and how compliance audits protect you.

State-Level Compliance Pitfalls for Multi-State Nonprofits

Your nonprofit just received a cease-and-desist letter from a state attorney general’s office for soliciting…

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Learn how to bill retainage on AIA form G702 and G703 correctly. Expert construction accounting guidance to protect your cash flow and avoid payment disputes.

How to Bill Retainage on AIA Form: The James Moore Guide

You’ve wrapped up a major construction project milestone, and it’s time to submit your payment…

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Master subrecipient monitoring and nonprofit financial oversight requirements. Learn compliance best practices for managing federal pass-through funds effectively.

Working with Subrecipients: Financial Oversight Best Practices

Your nonprofit just received a federal grant with pass-through funding requirements. Congratulations on the award,…

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Jeremy Wright, CPA

Partner

Jeremy focuses on proactive tax strategies, credits and incentives, and long-term business planning for construction clients to support their profitability. He helps them analyze contract schedules, assess job profitability using key metrics and optimize financial structure for risk mitigation and growth. Jeremy also provides strategic guidance in areas such as budgeting, cash flow forecasting and bonding capacity.

Jeremy leads our firm’s Assurance service line and is a key member of our Construction Services team. He is a member of several industry-specific associations, including the Construction Industry CPAs and Consultants (CICPAC), the Florida Transportation Builders’ Association (FTBA), the Construction Financial Management Association (CFMA), the Florida Surety Association (FSA) and the Builders Association of North Central Florida (BANCF).

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