James Moore & Co.

08/07/2026

Cash is king. So when distributions come in under projection, silence is the worst response.

In this clip from Your CPA's Take on Real Estate, Daniel Roccanti lays out what investors need when a deal underperforms: transparency about what happened, a clear reason why, and a plan to get back on track.

Most investors can absorb a soft quarter. What they cannot absorb is finding out late, with no explanation and no path forward. That is how a temporary shortfall becomes a permanent trust problem.

Answer those questions before your investors have to ask them.

Watch the full episode of Your CPA's Take on Real Estate here: https://hubs.ly/Q04s5zZq0

08/06/2026

An audit takes time. It isn't cheap. So why go through one?

Because it delivers the highest level of confidence in your numbers. That matters when you receive significant federal or state funding, or when your bylaws or funders require it.

A review is a step down in scope and cost. No transaction testing. Just ratio analysis and questions on significant year over year changes. It gives limited assurance your statements make sense.
For many nonprofits, that's the right level. Mid-sized loans and grant applications often call for a review.

The question isn't which is better. It's which one your situation calls for.

Corinne LaRoche, CPA breaks it down in this clip from Nonprofit Accounting Explained. What do your funders ask for?

08/05/2026

The 2024 ACA penalty letters are going out, and the dollar figures are catching Florida business owners off guard.

Good news: that number on IRS Letter 226J is usually not final. A big chunk of the penalties we see come down to filing errors, not actual coverage failures.

We help organizations understand what triggered the penalty, identify possible corrections and prepare a clear response. Our HR Solutions team has eliminated more than $5.8 million in ACA penalties for clients, close to 90% of what was assessed against them.

The one thing you can't do is wait. You typically have 30 days to respond to a 226J notice, and that window closes fast.

If a letter arrived, bring it to us before you write a check.

Learn more: https://hubs.ly/Q04s0WB40

Received IRS Letter 226j? Get help before you pay. Your ACA penalty could be significantly reduced or eliminated.

08/04/2026

MOORE ON MANUFACTURING TODAY: Automation, AI & the Modern Manufacturing CFO: From Scorekeeper to Strategic Leader

The manufacturing CFO’s job has changed.

Today’s finance leaders are expected to do much more than report last month’s numbers. They’re helping guide strategy, improve operations and position manufacturers for long-term growth.

In this month’s Moore on Manufacturing, Mike Sibley and Kevin Golden discuss how automation, AI and better data are transforming manufacturing finance.

Learn how manufacturers can:
• Build forecasts that support strategic decisions instead of reacting to history
• Connect ERP, operations and financial data into meaningful dashboards
• Understand where automation ends and AI begins
• Reduce month-end close times for faster decision-making
• Focus improvement efforts on bottlenecks with measurable ROI

The future of manufacturing finance isn’t about producing more reports—it’s about delivering better decisions.

Watch today’s premiere! https://hubs.ly/Q04rTxMc0

08/03/2026

Today Corinne LaRoche, CPA, Partner and leader of our Nonprofit Services team, took the stage at the 2026 Florida Council on Aging Conference in Orlando to present "From Seat-Fillers to Strategic Partners: Building Boards That Advance Your Mission."

Corinne walked the room through common recruitment mistakes nonprofits make when filling board seats, along with what separates a board that simply commits to a mission from one that actively strengthens it. She also covered how to set clear expectations so board members contribute to governance, strategy, and community advocacy, not just meeting attendance.

Thank you to the Florida Council on Aging for the chance to be part of the conversation and to everyone who joined the session. Building the right board takes intention, not just good intentions, and we're glad to help aging services leaders across Florida think it through.

07/31/2026

When someone asks your nonprofit for financial statements, do you know exactly what they're asking for?

An audit, review and compilation each serve a different purpose, and choosing the wrong one can mean unnecessary costs, delays or missed expectations from funders, lenders or your board. In the latest episode of Nonprofit Accounting Explained, we break down what each option includes, when it's typically required and how to determine which level of reporting is the right fit for your organization.

Whether you're preparing for a grant application, financing opportunity or your annual board meeting, understanding these differences can help you make informed decisions and use your resources wisely.

Watch the full episode here: https://hubs.ly/Q04rsq-V0

Audit, Review or Compilation: Why the Difference MattersNot all fi...

07/31/2026

We're headed to the 2026 Florida Council on Aging Conference, August 3-5 in Orlando, as a sponsor and exhibitor.

Corinne LaRoche, CPA, Partner and leader of our Nonprofit Services team, will be presenting "From Seat-Fillers to Strategic Partners: Building Boards That Advance Your Mission" on Monday, August 3. She'll walk through practical ways for aging services leaders to recruit, involve, and retain board members who act as true strategic partners, not just names on a roster.

If you're attending, stop by our booth. Come talk with our team about the challenges you're facing.

See you in Orlando.

07/30/2026

The days of 70% loan-to-value financing are behind us.

In this clip from Your CPA's Take on Real Estate, Daniel and Kyle break down a shift every property owner needs to understand: traditional lending has tightened, and many deals are now landing closer to 55% rather than the 70% benchmark of years past. The result? More properties are carrying multiple layers of debt to bridge the gap.

If your financing strategy was built around the old lending environment, it may be time to revisit your approach.

Watch the full episode here: https://hubs.ly/Q04qcCtp0

07/28/2026

What makes investors say "yes" in today's real estate market?

It is not just a higher projected return.

With private real estate fundraising down significantly, investors are asking tougher questions before committing capital. They want realistic assumptions, a clear plan for downside risk, consistent communication, and confidence in the people behind the deal.

In our latest episode of Your CPA's Take on Real Estate, Daniel Roccanti and Kyle Paxton discuss what sponsors need to do to build trust, strengthen investor relationships, and stand out in a more selective market.

If you are raising capital in 2026 or planning your next investment, this conversation offers practical insights you can put to work right away.

Watch the latest episode and learn what today's investors are really looking for.
https://hubs.ly/Q04q-ZTQ0

07/27/2026

Lending isn't just about the numbers. It's about relationships.

In this clip from Your CPA's Take on Real Estate, Kyle Paxton and Daniel Roccanti share why building strong connections with bankers matters just as much as making sure the math works. Banks lend to numbers, but they extend trust to people they know.

As a real estate owner, the relationships you build with lenders today can make all the difference when it's time to secure financing. A familiar face with a track record often gets more consideration than a new one walking through the door.

Check us out on YouTube to watch the full episode: https://hubs.ly/Q04qcvkm0