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

Crowd cheering at a stadium.

Katie Davis Quoted in AL.com Article: NIL Collectives’ Future and Impacts

With the rapid changes in the name, image, and likeness (NIL) landscape, 501(c)(3) NIL collectives are beginning to reevaluate their operations. Concerns over increased scrutiny from the IRS are prompting…

A basketball on a basketball court in the background.

Katie Davis Quoted in Sportico Article: Changes in NCAA MFRS

The NCAA is exploring significant changes to its Membership Financial Reporting System (MFRS), aiming to address longstanding criticisms and provide a clearer understanding of how athletic department funds are allocated,…

Professional headshot of Katie Davis with blue to green gradient overlay.

Katie Davis Quoted in Forbes Article: Pitbull’s FIU Naming Rights Deal

James Moore partner Katie Davis is quoted in a Forbes article announcing a naming rights deal between Florida International University (FIU) and recording artist Pitbull. The deal involves a vast…