What It’s Like to Work with James Moore: Frequently Asked Questions

For nonprofit organizations, financial management goes far beyond the annual audit. It influences every project the organization undertakes and its ability to pursue the mission in any capacity.

At James Moore, we’ve spent decades refining our approach to serve nonprofits as true financial partners. Let’s explore what this partnership looks like in practice.

Working with James Moore: A Nonprofit’s Experience

At James Moore, we understand that your focus is on making a difference, not just on your bottom line. With 60 years of experience under our belts, we’ve tailored our approach to support your unique challenges.

When you partner with James Moore’s nonprofit accounting team, we become a year-round extension of your team, providing ongoing support that goes beyond traditional audit and tax services. Our goal? To help you handle the financial complexities so you can feel comfortable focusing on your mission.

We use advanced technology and lean methodologies to streamline accounting processes, reducing the burden on your staff.

Our services extend beyond number-crunching to offer strategic insights that help optimize your resources and increase your impact.

As a result, you benefit from:

• More time focused on your mission
• Improved financial processes and controls
• Enhanced board and donor communication
• Optimized resource allocation
• Stronger compliance and reduced risk
• Strategic insights for growth and impact

We aim to be more than your auditor or tax preparer. We’ll act as a trusted advisor who understands both the numbers and the goals of your work.

Frequently Asked Questions

To give you a clearer picture of what it’s like to work with James Moore, we’ve compiled answers to some of the most common questions we receive from nonprofit leaders. These insights will help you understand our approach and the value we bring to your organization.

What does the audit process look like with James Moore?

Because we know your time is valuable, our audit process is designed to be as efficient as possible. While the exact timeline can vary depending on your organization’s needs, our process typically includes three stages:

1. Planning: Establishing preliminary planning materiality and developing a detailed audit plan
2. Fieldwork: Performing tests of account balances, controls and compliance
3. Reporting: Preparing and reviewing draft reports before finalizing our findings

We use secure online tools like Citrix ShareFile for document requests and communication, reducing email clutter and ensuring smooth information flow. Our ProFx Engagement Software allows for a nearly paperless audit, ensuring our professionals focus their time on meaningful audit procedures rather than manual paperwork.

Our team also performs regular reviews during fieldwork, addressing questions promptly to minimize post-fieldwork follow-ups.

What services does James Moore provide beyond audits?

We offer a comprehensive suite of services tailored to nonprofits, including:

• Tax preparation (including Form 990)
• Nonprofit outsourced accounting and CFO consulting
• Internal control evaluations
• Strategic planning assistance
• Board development and training
• Cost allocation planning
• Employee benefit plan audits
• Technology and HR solutions
• Operational excellence consulting
• Transition planning and leadership development

Our outsourced accounting solutions are categorized into three main offerings:

• À La Carte: For specific accounting needs
• Fully Outsourced Accounting: Comprehensive accounting services
• CFO Services: High-level financial strategy and management

Each service is customized to address your organization’s specific needs and challenges.

Why should we choose James Moore over another CPA firm?

James Moore stands out as a premier choice for nonprofits due to several key factors:

• Nonprofit expertise: We boast 60 years of accounting experience, and over a quarter of our business is with nonprofits. This deep sector knowledge means we can help you navigate the evolving challenges you face, including grant funding, donations, rising demand for services and increased need for transparency.
• Tailored approach: We customize our services to fit your organization’s unique needs and mission. Our team, led by partners with decades of experience, focuses solely on helping nonprofits handle the complexities of the industry.
• Efficiency focus: Our advanced technology and lean processes minimize the burden on your staff. This allows us to focus on helping you develop meaningful procedures rather than just completing manual paperwork.
• Value-added insights: We go beyond compliance to provide actionable recommendations for improvement. Our goal is to help you enhance your operations and grow your bottom line by redirecting resources to the things that matter most.
• Year-round support: Our engagements include routine consultations throughout the year. We encourage you to reach out with questions related to your day-to-day activities, ensuring you have support when you need it.
• Comprehensive services: We offer a wide range of solutions tailored specifically to nonprofits, including audit and compliance support, nonprofit accounting, HR, fractional leadership and more.
• Measurable results: With an extraordinary Net Promoter Score of 94%, our client satisfaction speaks for itself. Nonprofits throughout Florida and nationwide trust us with their accounting and bookkeeping needs.

By choosing James Moore, you’re not just getting a CPA firm. You’re gaining a dedicated partner committed to your nonprofit’s success and mission fulfillment.

How does James Moore handle Form 990 preparation?

Our approach to Form 990 preparation is comprehensive and integrated with our audit process.

Key aspects include:

1. Efficient data collection: We gather information during the audit to minimize duplicate requests.
2. Strategic review: We ensure the form accurately represents your mission and activities, helping you boost donor confidence and strengthen grant applications.
3. Narrative optimization: We help craft compelling descriptions of your programs and achievements.
4. Compliance assurance: We navigate complex nonprofit tax issues, including unrelated business income tax (UBIT).
5. Advisory support: We provide insights on potential areas of scrutiny and opportunities for improvement.

Our goal is to transform your Form 990 from a compliance task into a valuable tool for transparency and stakeholder communication.

James Moore: Helping You Make A Difference

At James Moore, we’re committed to doing our part to help you uplift your community through your nonprofit mission. Our nonprofit accounting and advisory team is ready to provide tailored solutions that go beyond compliance, helping you streamline operations, improve financial management and, ultimately, increase your impact in the community.

Don’t let financial complexities hold your nonprofit back. Contact James Moore to take the first step toward a stronger, more efficient organization today.

All content provided in this article is for informational purposes only. Matters discussed in this article are subject to change. For up-to-date information on this subject please contact a James Moore professional. James Moore will not be held responsible for any claim, loss, damage or inconvenience caused as a result of any information within these pages or any information accessed through this site.