James Moore & Co.

06/23/2026

Private equity firms do not just look at your top-line revenue. They go deep.

In this clip from The Profitable Practice, Jay Hutto breaks down exactly what PE firms examine when they assess a medical practice: payor mix, staffing ratios, coding patterns, and referral trends. None of that shows up cleanly if your books are not in order.

The practices that attract serious PE interest are the ones where the financials tell a clear, accurate story. Clean books. Current contracts. A well-documented picture of how the practice operates day to day.

If a PE conversation is on your horizon, even a distant one, the time to get your house in order is well before anyone asks to see it.

Watch the full episode of The Profitable Practice for more on what it takes to position your practice for outside investment. https://hubs.ly/Q04mm69L0

06/23/2026

When real estate investors think about estate planning, many focus on wills, trusts and who inherits what.

But for a real estate portfolio, the bigger question is often: What happens to the business behind the properties?

Who manages the LLCs? Who works with lenders? Who handles tenants, distributions and major decisions? And how can families avoid unnecessary tax burdens, forced sales and confusion when ownership changes hands?

In this episode of Your CPA's Take on Real Estate, Daniel Roccanti and Kyle Paxton discuss the estate planning considerations real estate investors should be addressing long before a transition occurs.

Watch the latest episode to learn why successful estate planning is about more than transferring wealth. It's about creating a plan that helps protect both the portfolio and the family behind it.

https://hubs.ly/Q04mjsn10

06/22/2026

If your WIP schedule still lives in a spreadsheet, last week's session was built for you, and you can still watch it.

James Moore Partner and Construction Industry Leader Webb Shephard, CPA, joined ProNovos CEO Bruce Orr to walk through how commercial contractors are moving beyond QuickBooks Online to get real-time visibility into project performance, cash flow, and margin, without rebuilding reports manually every month.

The recording is now available on demand. In under an hour, you'll see a live demonstration of automated WIP reporting built directly on top of QBO, along with a practical look at where visibility gaps typically occur and how leading contractors are closing them.

If delayed reporting is making it harder to protect margin or respond quickly when project costs shift, this is worth your time.

Watch the on-demand recording here: https://hubs.ly/Q04mbRHW0

Watch this on-demand webinar to spot and fix the job costing issues that quietly drain profits — before next year’s projects begin.

06/18/2026

Our team was at the AICPA ENGAGE Conference this week, and we were grateful to have a great group in attendance. With backgrounds spanning tax, advisory, technology, and assurance, our team came ready to learn, connect, and bring fresh thinking back to the clients and communities we serve.

AICPA ENGAGE is one of the profession's premier annual events, bringing together thousands of accounting and finance professionals from across the country for fresh insights, meaningful connections, and real opportunities for growth. We are always thankful for the chance to be part of it.

Pictured left to right: Kris Hutchins, John Reynolds, Suzanne Forbes, Jeremy Wright, Mike Sibley, James Halleran, Scott Kennedy, Kevin Golden, and Christine Walker.

05/06/2026

When disruption hits, can your nonprofit still operate without missing a beat?

From cyber threats to natural disasters, the risks are real and growing. The difference between recovery and chaos often comes down to one thing: preparation.

In our latest Kick It With Corinne episode, we sit down with Ryan Wilkerson to break down what nonprofit financial leaders need to know about disaster recovery and business continuity.

We cover:
• How to protect financial access during a disruption
• Why hybrid backups (local and cloud) matter more than ever
• What critical roles, systems, and procedures you should document now
• How regular testing can strengthen your readiness

Strong financial leadership is not just about managing today. It is about protecting tomorrow.

A resilient nonprofit keeps its mission moving forward, no matter the circumstances.

Watch the full episode to learn how to build a strategy that keeps your organization running when it matters most.
https://hubs.ly/Q04fs90y0

Discover the importance of having a solid disaster recovery and business continuity plan in place to ensure operational resilience and minimize damage in the...

05/05/2026

Tomorrow is your last chance to see NCAA reporting done differently — before the next cycle begins.

NCAA Reporting Automation: From Client Insights to Live Platform Preview
Tomorrow, Wednesday, May 6 | 2:00 PM ET

If your team is still rebuilding the same spreadsheets every year, chasing data across campus, or depending on the one or two people who hold all the institutional knowledge, this session is worth your time.

D-I athletics CFO Drew Edson shares what changed when his team moved away from manual reporting. Then James Moore Digital President Daniel Shorstein walks through DAPORA live — built specifically for NCAA and EADA reporting automation.

Register now and secure your spot!
https://hubs.ly/Q04fsg7j0

05/05/2026

MOORE ON MANUFACTURING TODAY, 5/5: Beyond Month-End: Real-Time Dashboards for Faster Decisions

Still waiting 30 to 45 days to see what already went wrong?

In our newest Moore on Manufacturing episode, Mike Sibley and Kevin Golden break down how manufacturers can centralize data from ERP, CRM, equipment and spreadsheets into one clear, real-time dashboard. No more disconnected reports, no more delayed surprises.

They walk through a sample dashboard with executive summaries and drill-down views across profitability, customers, working capital, inventory and production. You’ll also hear best practices for choosing the right KPIs, setting a review cadence and assigning ownership so insights actually lead to action.

Ready to move beyond month-end and make faster, data-driven decisions? Watch the full conversation now.

🔗https://hubs.ly/Q04fsf6Z0

05/01/2026

How much revenue is slipping through the cracks?

When payment integrity breaks down, the impact adds up quickly. Denied claims, delayed payments, and reduced reimbursements don’t just affect cash flow, they drain staff time with rework, appeals, and resubmissions.

For healthcare financial leaders, the bigger risk is what goes unnoticed. Missed underpayments or billing errors can quietly cost thousands each month without raising a red flag.

In this short clip, we highlight where breakdowns happen and how they affect your bottom line.

Watch now, then catch the full AccountingRx episode: https://hubs.ly/Q04cTvNC0

04/30/2026

The Florida Medical Device Symposium is just around the corner, and there's one workshop you won't want to miss

James Moore Partners Mike Sibley and Kevin Golden are presenting "When Ops Meet Finance: Turning Shop Floor Data into Financial Insight" on May 7 in Downtown Tampa.

They'll show manufacturers how to bridge the gap between operations and finance, connecting the data you're already collecting to the financial visibility your business needs to grow.

Don't wait to secure your spot: https://hubs.ly/Q04dXWyZ0

04/30/2026

Your workforce is likely your largest investment.

And like any investment, results are driven by timing, planning, and patience, not just cost control.

Too often, decisions are based only on what feels affordable right now. But strong workforce planning looks beyond the present. It considers what your business needs to stay competitive, stable, and positioned for long-term success.

In this HR in a Minute short, we talk about how shifting your mindset from cost to investment can change the outcomes you see.

Take a minute to watch and consider how your current approach is shaping your future results.

Learn more about James Moore HR Solutions: https://hubs.ly/Q04c6RCx0