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.

Learn how nonprofit CFOs use Form 990 benchmarking data to drive smarter financial analysis and strategic decision-making beyond basic compliance reporting.

How Nonprofit CFOs Can Use Form 990 Data for Internal Benchmarking and Decision-Making

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Master the AIA billing index to get paid faster on construction projects. Learn schedule of values setup, documentation tips and retainage strategies.

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Lower your surety bond rates with stronger financials and smarter planning. Learn what underwriters really look for and how construction CPAs can help.

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Your bonding capacity just increased by 30%, but your surety bond rates barely budged. Sound…

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A Guide to GAAP for Nonprofit Organizations: How to Stay Compliant

Your nonprofit just received a clean audit opinion last year, but your new board treasurer…

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Master Form 990 compliance and nonprofit transparency to strengthen funder confidence. Strategic financial reporting that positions your organization for growth.

Form 990 as a Strategic Document: Positioning Your Organization for Funders, Watchdogs, and the Public

Your Form 990 sits on GuideStar right now, and thousands of people could be reading…

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IRS Audit Triggers for Large Nonprofits: What’s Changed and What to Watch

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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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