James Moore & Co.

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

04/30/2026

Have you secured your spot for this year’s government CPE?

Our 2026 Government CPE Webinar Series is coming up quickly, and there is still time to register. Each session is built to address real challenges facing government finance leaders, including financial reporting, AI adoption, and current issues impacting your day to day work.

You will earn two NASBA-recognized CPE credits per live session while gaining insights you can apply immediately. The series runs from May 13 through June 10, with convenient afternoon sessions.

These webinars are free, but space is limited and registration is required. If staying informed and prepared matters to you, now is the time to sign up. Save your spot today and join us.

https://hubs.ly/Q04dXHMv0

04/29/2026

Last night, Lorrie Brinson attended the BankUnited Grand Opening in Downtown Tampa, connecting with professionals who support local governments across the region and building meaningful new relationships.

A well-attended event and a great reminder of the value of getting in the room and making connections that matter.

Thank you to BankUnited for hosting a great event.

04/29/2026

Are you getting paid what you’ve actually earned?

Payment integrity sounds straightforward, but in healthcare finance, it rarely is. Between coding complexity, payer contracts, and pre-authorization hurdles, even small gaps can lead to lost revenue or costly errors.

For financial leaders, this is about more than accuracy. It is about protecting margins, improving cash flow, and building confidence in your revenue cycle.

In this short clip, we break down why payment integrity matters and where organizations often miss the mark.

Watch now, then catch the full AccountingRx episode: https://hubs.ly/Q04cTwNb0

04/28/2026

Tax season is over. Now what?

For real estate investors, this is one of the most important planning windows of the year. Your returns are complete, your numbers are clear, and you still have time to act.

In our latest Real Estate Industry Update, we break down how to use that data to evaluate your portfolio, spot underperforming assets, and decide whether it’s time to hold, sell, or reinvest.

Would you buy your properties again today?

If that question makes you pause, this is a conversation worth having.

Watch the clip for practical insights on turning tax data into smarter investment decisions.

https://hubs.ly/Q04dJltZ0

Post-Tax Season Strategy: Hold vs Sell? 1031 Exchange?