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!

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.

2024-2025 Tax Planning Guide

Our 2024-2025 tax planning guide provides year-round strategies to make the tax laws work for you!

Upcoming Events

Check back soon for upcoming events

Recent News

Pink and yellow duo-tone headshot photo of Marie Monet.

Marie Monet Featured in AICPA Article on Data Visualization

Marie Monet, CPA/CITP, CGMA, has been featured by the American Institute of Certified Public Accountants (AICPA) in an article on data visualization’s role in in financial communications. Monet, director of…

Headshot photo of Webb Shephard, CPA and Partner at James Moore & Co.

Webb Shephard Admitted to the Partnership at James Moore

Webb Shephard Admitted to the Partnership at James Moore James Moore & Company is pleased to congratulate William Webster “Webb” Shephard, CPA, for his admission into the partnership effective Nov.…

Creative duo-tone headshot of Suzanna Forbes.

Suzanne Forbes Interviewed for Forbes Magazine Article

James Moore managing partner Suzanne Forbes was interviewed by Forbes Magazine in an article highlighting the challenges and volatility businesses have faced this past year. Forbes (no relation to Forbes…