Bookkeeping
James Moore & Co.
James Moore & Co. is a CPA and consulting firm with five Florida offices, in Gainesville, Daytona Beach, Ocala, DeLand, and Tallahassee, serving clients nationwide. Its work spans accounting and controllership, audit, tax, HR, technology, and wealth management, organized around the industries it serves.
The outsourced accounting practice functions as an off-site accounting department. The firm maintains the general ledger, processes checks and payments, handles accounts receivable and payable, prepares month-end adjustments and financial statements, oversees annual audit preparation, files returns and prepares W-2 and 1099 forms, and meets regularly to review activity. A client can hand over every accounting function or only specific ones while keeping daily coding in-house. Real estate companies are one of the industries called out, and the firm also offers outsourced Yardi accounting services.
Two service packages are published: a Transactional Accounting Services plan covering cloud-based bookkeeping and financial statement preparation, and an Advisory Accounting Services plan adding budgeting and cash flow projections, annual 1099 preparation, and an internal controls review. Quotes are customized to organization size, needs, and transaction volume, may exceed the stated minimums, and the firm says the packages work best for clients with yearly revenues of $1 million or greater.
The firm reports more than 50 years of outsourced accounting service and a bench of over two dozen accounting professionals, and says it has been investing in people for 60 years. Ask which office would service the account and whether your property accounting software is supported.
Best for
Real estate companies and other organizations with roughly $1 million or more in annual revenue that want an outsourced accounting department, monthly financial statements, and tax work from one Florida-based CPA firm.
What they do
- Outsourced accounting and controllership
- Outsourced Yardi accounting services
- Audits, reviews, and compilations
- Business and individual tax planning and compliance
- State and local tax (SALT) services
- R&D tax credit services
- Fractional CFO services
- Outsourced HR solutions
- Managed IT and technology services
- Estate planning and wealth management
Details
| Attribute | Value |
|---|---|
| Other offices | Daytona Beach, FL, Ocala, FL, DeLand, FL, Tallahassee, FL |
| Licenses | CPA firm (FL) |
| How they charge | Transactional and Advisory accounting packages are quoted above published minimum prices, customized to organization size, needs, and transaction volume. |
What stands out
- Five Florida offices: Gainesville, Daytona Beach, Ocala, DeLand, and Tallahassee, with services offered nationwide.
- Reports over 50 years of outsourced accounting service and a bench of over two dozen accounting professionals.
- Says its outsourced accounting packages work best for clients with yearly revenues of $1 million or greater.
- States it has been in business, investing in people, for 60 years.