James Moore & Co. P.L.

What James Moore & Co. P.L. does

James Moore & Co. P.L. is a privately held certified public accounting and advisory firm headquartered in Daytona Beach, Florida, with additional offices in Ocala, DeLand, Tallahassee, and Gainesville. Founded in 1964 and operating for approximately 60 years, the firm employs between 251 and 500 people and serves clients across eight primary verticals: Construction, Government, Healthcare, Higher Education and Collegiate Athletics, Manufacturing, Nonprofit, Real Estate, and Technology. The firm organizes its practice around service lines including Accounting and Controllership, Tax (business, individual, international, nonprofit, R&D credit, and state-and-local), Assurance (including audits, reviews, compilations, and NCAA agreed-upon procedures), Business Advisory (fractional CFO, revenue cycle enhancement, transition planning, and collegiate athletics advisory), HR Solutions (fractional CHRO, ACA compliance, compensation studies, retention, and outsourced HR), and Technology Services (managed IT, cloud, security, and Office 365 migration).

The firm's product portfolio includes two proprietary digital advisory tools — DAPORA™ for NCAA Reporting and DAPORA™ for Manufacturing — that automate compliance and operational reporting in domain-specific contexts. It has also integrated SafeSend, a third-party workflow automation platform for tax return preparation, electronic signature, and secure client document exchange, replacing prior manual methods. These platforms position the firm at the intersection of traditional CPA services and verticalized digital tooling, particularly in collegiate athletics compliance and manufacturing performance reporting.

Revenue is generated entirely through professional services fees billed on a per-engagement basis. Pricing is quote-based and varies by service type, complexity, and industry context, with multi-year contract cadences common in fractional CFO/CHRO, managed IT, and ongoing tax engagements. The go-to-market motion combines a content-led thought-leadership strategy (resource center, industry-specific guides, webinars, and email newsletter) with direct enterprise engagement via the firm's website, phone outreach, and RFP submission process. Distribution is currently domestic-only within the Florida market, with no disclosed national or international expansion plans.

Name

James Moore & Co. P.L.

Legal name

James Moore & Co.

Website

https://jmco.com

Company type

Private

Founded year

1966

Operating status

Operating

Headcount range

251–500 employees

Short description

James Moore & Co. P.L. is a privately held Florida-based CPA and advisory firm serving construction, government, healthcare, higher education, manufacturing, nonprofit, real estate, and technology clients across five statewide offices with tax, assurance, advisory, HR, and managed-IT services plus proprietary DAPORA reporting platforms.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• CPA firm services
• Tax preparation services
• Audit and assurance
• Business advisory consulting
• HR consulting services

Headquarters

HQ city

Daytona Beach

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Accounting & Controllership Services: Provides business accounting services, outsourced accounting, and SBIR grant accounting and consulting. Revenue generated through professional service fees billed to clients for ongoing accounting support.
2. Tax Services: Business tax, individual tax, international tax, nonprofit tax, R&D tax credit services, and state/local tax services. Revenue generated through tax preparation, planning, and advisory fees.
3. Assurance Services: Provides audits, reviews, compilations, agreed-upon procedures including NCAA agreed-upon procedures. Revenue through assurance engagement fees.
4. Business Advisory: Collegiate athletics advisory services, fractional CFO services, revenue cycle enhancement, and transition planning. Revenue generated through advisory consulting engagements.
5. HR Solutions: ACA compliance, compensation studies, employee retention, fractional CHRO services, HR consulting, outsourced HR, and strategic workforce planning.
6. Digital/Technology Services: Technology services including cloud solutions, data protection, managed IT services, Office 365 migration, and security services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

James Moore & Co. P.L. is a full-service CPA and advisory firm that provides tax preparation, auditing, accounting, business advisory, HR, and technology services to clients across multiple Florida-based industries. The firm employs industry-focused teams to deliver specialized services such as construction accounting, healthcare compliance, NCAA reporting, real estate fund accounting, nonprofit grant accounting, and manufacturing financial reporting, supported by proprietary digital tools (DAPORA) and workflow automation (SafeSend).

Product overview

James Moore & Co. is a full-service accounting and advisory firm offering a portfolio of professional services organized into five core service lines: Accounting & Controllership, Assurance, Business Advisory, Digital (including proprietary DAPORA™ platforms for NCAA and Manufacturing), HR Solutions, and Tax services. Their product portfolio includes two proprietary digital advisory tools—DAPORA™ for NCAA Reporting and DAPORA™ for Manufacturing—and the SafeSend workflow automation platform for tax return preparation and secure client communication. The firm serves diverse industries including Construction, Government, Healthcare, Higher Education, Collegiate Athletics, Manufacturing, Nonprofit, Real Estate, and Technology.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Controllership Services Outsourced business accounting, controllership support, and SBIR grant accounting and consulting for small and mid-market businesses needing ongoing financial operations support.
• Assurance Services Audits, reviews, compilations, and agreed-upon procedures, including NCAA agreed-upon procedures, provided to construction, nonprofit, higher education, and other regulated clients.
• Tax Services Business tax, individual tax, international tax, nonprofit tax, R&D tax credit services, state and local tax (SALT) services, and estate planning services for individuals and organizations.
• Business Advisory Services Collegiate athletics advisory, fractional CFO services, revenue cycle enhancement, and business transition planning offered to clients needing strategic financial leadership.
• HR Solutions ACA compliance, compensation studies, employee retention and engagement, fractional CHRO services, HR consulting, outsourced HR, and strategic workforce planning for employer clients.
• Technology Services Cloud solutions, data protection, managed IT services, Office 365 migration, and security services delivered as managed services to clients.
• DAPORA for NCAA Reporting Proprietary digital platform enabling collegiate athletics programs to automate NCAA reporting requirements, streamlining compliance and data management.
• DAPORA for Manufacturing Proprietary digital platform designed for manufacturing clients to support operational analytics, reporting, and performance management.

Segments8 records

Ideal customer profiles8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• SafeSendcoreTechnology or Integration · 1 December 2025James Moore has implemented SafeSend, a workflow automation platform for tax return preparation and secure client communication. The system allows clients to upload documents, sign e-file authorizations electronically, and receive returns securely via SafeSend Hub, replacing previous manual methods.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• WithumSmith+Brown: Top-30 U.S. accounting and advisory firm with strong East Coast presence, similar industry-focused teams and full-service capabilities. Direct competitor for middle-market advisory and tax work.
• Cherry Bekaert: Top-30 U.S. accounting and advisory firm with strong Southeastern presence, similar full-service model spanning tax, audit, advisory, and industry specialization. Comparable in scale and go-to-market approach.
• Hacker, Johnson & Smith: Florida-based CPA firm offering accounting, tax, and advisory services to businesses and individuals across the region. Direct peer in Florida market with overlapping verticals.
• Thomas Howell Ferguson P.A. Florida-based regional CPA firm of similar size offering full-service accounting, tax, audit, and advisory services across multiple industries. Direct comparable in geography, scale, and service mix.
• Carr, Riggs & Ingram: Large regional CPA and advisory firm with multi-state Southeastern footprint, similar industry-focused verticals and full-service offerings. Direct competitor for middle-market and industry-specialized engagements.

Broad incumbents

• FORVIS: Top-10 U.S. accounting and advisory firm (formed via BKD + Dixon Hughes Goodman merger) serving middle-market clients nationwide. Comparable service breadth with greater scale and resources.
• Baker Tilly US: Top-10 U.S. advisory, tax, and assurance firm with industry-focused service lines and middle-market focus. Broader geographic reach but directly comparable industry specialization model.
• Eide Bailly LLP: Top-25 U.S. accounting and advisory firm with similar industry-focused service lines and middle-market orientation. Broader geographic footprint but comparable vertical strategy.
• Plante Moran: Top-15 U.S. accounting, tax, and consulting firm with industry specialization across manufacturing, healthcare, and real estate—directly comparable verticals. Larger scale with similar client profile.
• Crowe LLP: Top-10 U.S. accounting, consulting, and technology firm with broad industry coverage including healthcare, financial services, and manufacturing. Broader incumbent competing in the same verticals from a larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/JamesMooreCPAs
• YouTubeyoutube.com/@JamesMooreAndCo
• Facebookfacebook.com/james-moore-co-cpas-188367171185454
• LinkedInlinkedin.com/company/james-moore-certified-public-accountants-and-consultants
• Instagraminstagram.com/jamesmooreandco

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about James Moore & Co. P.L.