Moore North America

What Moore North America does

Moore North America is an association of 18 independent accounting and consulting firms operating across the United States, Canada, Mexico, and Puerto Rico, with a regional presence anchored in San Juan, Puerto Rico. The association coordinates more than 110 offices and over 11,250 professionals, with six member firms recognized on the INSIDE Public Accounting Top 100 Firms list. Each member firm operates independently under its own name and management, delivering professional services directly to clients while benefiting from shared resources, brand association, and access to the Moore Global network spanning 568 offices across 119 countries and 37,000+ professionals.

The association's core technology layer is a partnership-driven platform rather than a proprietary product. It curates and distributes third-party technology solutions to member firms through a Strategic Partner Program that includes 17 vetted providers across audit (Thomson Reuters Cloud Audit Suite, Suralink, Circit), tax (Blue J, Avalara), advisory and operations (Intapp, Basis, Trullion, Laurel, Beeye, Aiwyn), and talent (Miles, Becker). Notable integrations include AI-driven platforms such as Trullion (audit and accounting automation), Blue J (AI tax research with 200,000+ questions answered in 2024), Basis (AI agents for accounting workflows), and Intapp (governed AI for professional firms). The Moore Thrive Index is a proprietary research publication analyzing mid-market business sentiment.

The business model is a membership/association structure in which member firms pay dues and benefit from shared resources, while billing clients independently for services across four categories: Advisory Services (business consulting, corporate finance, cyber and data security, financial services and wealth management, forensic and litigation support), Audit and Assurance Services (financial statement audits, business restructuring and insolvency, governance risk and internal audit), Business Services (IT consulting, legal services, outsourcing), and Tax Services (transfer pricing, trusts and estates, international tax, tax compliance and consulting, state and local tax, and not-for-profit tax). The association serves 15 industry verticals including Cannabis, Energy and Mining, Financial Services, Healthcare, Manufacturing and Distribution, Real Estate and Construction, Technology, and Not-for-Profits, with additional segments for high net worth individuals and family offices.

Name

Moore North America

Legal name

Moore North America

Website

https://moore-na.com

Company type

Private

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Moore North America is an association of 18 independent accounting and consulting firms coordinating 11,250+ professionals across 110+ offices in the U.S., Canada, Mexico, and Puerto Rico. It delivers audit, tax, advisory, and business services to mid-market clients while connecting member firms to the global Moore Global network.

Ownership category

akta.pro rank

Product category

Accounting & Professional Services

NAICS

Offices of Certified Public Accountants (541211), Business Associations (813910)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Governance & Board Effectiveness Advisory (BPAHAFAC)

Keywords

• Accounting services
• Audit assurance
• Tax advisory
• Professional services association
• Business consulting

Headquarters

HQ city

San Juan

HQ country

Puerto Rico

HQ region

Latin America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Membership/Association Fees: Moore North America operates as an association of independent firms. Member firms pay membership dues and benefit from shared resources, brand association, networking opportunities, and access to Moore Global's worldwide network. Each member firm provides professional services (audit, tax, advisory, consulting) directly to their clients and generates their own revenue.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Moore North America is an association of 18 independent accounting and consulting firms that together deliver audit, tax, advisory, and business services to clients across North America. The association itself does not provide professional services directly; instead, it coordinates member firms, provides them with shared resources, brand association, leadership development, and access to the Moore Global network spanning 119 countries.

Product overview

Moore North America is an association of independent accounting and consulting firms (not a single unified product or platform). The association offers four core service categories: Advisory Services (business consulting, corporate finance, cyber & data security, financial services & wealth management, forensic and litigation support), Audit and Assurance Services (financial statement audits, business restructuring and insolvency, governance risk and internal audit), Business Services (IT consulting, legal services, outsourcing), and Tax Services (transfer pricing, trusts and estates, international tax, tax compliance and consulting, SALT, not-for-profit tax). These services are delivered through 18 member firms with over 11,250 professionals across more than 110 offices in the U.S., Canada, and Mexico.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services Advisory services covering business consulting, corporate finance, cyber and data security, financial services and wealth management, and forensic and litigation support. Designed for organizations seeking guidance through change, risk management, and sustainable growth using technical expertise and practical insight from Moore North America member firms.
• Audit and Assurance Services Audit and assurance services including financial statement audits, business restructuring and insolvency, and governance, risk and internal audit. Delivers independent assessment of financial information to enhance reliability and stakeholder confidence for client organizations of member firms.
• Business Services Business services including IT consulting, legal services, and outsourcing solutions. Designed to help organizations strengthen infrastructure, reduce administrative burdens, and refocus leadership on strategy and growth. Delivered through Moore North America member firms.
• Tax Services Comprehensive tax planning, compliance, and advisory services covering transfer pricing, trusts and estates, international tax, tax compliance and consulting, state and local tax (SALT), and not-for-profit tax. Supports individuals and organizations in structuring for long-term success in a changing tax landscape. Delivered through Moore North America member firms.

Segments15 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

17 partnerships are on record, tiered core.

• BasiscoreTechnology or IntegrationAI platform for accounting firms providing accountants with AI agents that understand accounting, learn specific client needs, work independently, and automate time-consuming manual work. Accounting teams integrate Basis as part of their team for core workflow delegation.
• Harvest ValuationscoreTechnology or IntegrationFull-service pricing desk with over 30 years of experience providing prices and valuations for all types of financial instruments. Serves hundreds of CPA firms including 4 of the top 10 and one-third of the top 100. Provides ASC 820, GASB 72, and IFRS 13 compliant valuations.
• LaurelcoreTechnology or IntegrationAI Time platform for enterprise professional services firms. Transforms how organizations capture, analyze, and act on their time through automated time capture and real-time work intelligence, enabling firms to increase profitability and reduce revenue leakage.
• Thomson ReuterscoreTechnology or IntegrationProvides Cloud Audit Suite - a comprehensive end-to-end solution for secure, efficient audit engagements. Offers cloud-based technology, leading methodology, real-time collaboration, and AI-powered tools that save at least 50% on audit completion time.
• SuralinkcoreTechnology or IntegrationLeading client collaboration platform for audit, tax, and advisory teams at accounting firms. Helps firms keep engagements on track, within budget, and running efficiently through Request List Management and Workpaper Suite tools.
• TrullioncoreTechnology or IntegrationAI-powered platform for accounting and audit teams that automates workflows at the center of audit readiness, revenue, and core accounting operations. Founded in 2019, headquartered in New York with offices in Tel Aviv and London.
• RightworkscoreTechnology or IntegrationAward-winning secure intelligent cloud and learning resources for accounting firms. OneSpace is the only cloud platform purpose-built for the accounting and tax profession. Rightworks Academy offers community for firm optimization, growth, and professional development.
• MilescoreTechnology or IntegrationTalent Hub solving the U.S. accountant shortage through STEM Pathway (700+ international accountants available to hire on W2), Global Capability Centres in India through Build-Operate-Transfer model, and Miles Masterclass for NASBA-approved CPE credits.
• IntappcoreTechnology or IntegrationGoverned AI platform for professional firms in highly regulated industries. Vertically tailored agentic solutions built for specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, and law firms.
• CrunchaficoreTechnology or IntegrationInnovative software solutions for CPA firms including LeaseCrunch (lease accounting software for ASC 842, GASB 87, GASB 96, and IFRS 16 compliance) and Strongbox (financial data extraction). Trusted by over 750+ CPA firms and 26,000+ companies worldwide.
• BeeyecoreTechnology or IntegrationAI resource and project planning solution for accounting firms. Automates scheduling and task management to free up billable hours, balance team capacity, and increase profitability. B Corp certified, headquartered in Montreal, trusted by firms in over 15 countries.
• CircitcoreTechnology or IntegrationAll-in-one platform bringing together bank confirmations, legal letters, PBC requests, and verified transaction data into one secure, collaborative hub, eliminating manual effort and reducing risk.
• Blue JcoreTechnology or IntegrationIndustry leader in AI-driven tax research solutions. Ask Blue J platform has answered over 200,000 tax research questions in 2024 using extensive US tax content database and advanced large language models.
• BeckercoreTechnology or IntegrationGlobal leader in CPA Exam Review and continuing professional education for over 60 years. CPE catalog with 700+ unique on-demand courses and 1,000+ webcast courses written and taught by industry veterans.
• AvalaracoreTechnology or IntegrationSales tax and license compliance solution. Avalara for Accountants program helps accounting practitioners support clients' tax compliance needs through referral, automated solutions, or certified implementation.
• AiwyncoreTechnology or IntegrationComprehensive platform integrating engagement letters, practice management, billing, and client collaboration. Members using Aiwyn witness 30-51% reduction in days sales outstanding (DSO).
• Acamar ConsultingcoreTechnology or IntegrationEnd-to-end financial consulting firm partnering with small and medium-sized businesses to optimize record-to-report, financial planning, and analytical capabilities. Specializes in ERP and FP&A solutions.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• CBIZ: CBIZ is a national professional services firm providing accounting, tax, advisory, and insurance services to middle-market businesses — directly overlapping with Moore NA's audit, tax, advisory, and business services offerings.
• Plante Moran: Plante Moran is one of the largest U.S.-based accounting, tax, and consulting firms, consistently ranked among the Top 10. Its mid-market focus, broad service lines, and independent ownership model parallel Moore NA member firms.
• BDO USA: BDO USA is a Top 5 U.S. accounting firm operating as a member of the international BDO network, with comparable association-style governance, mid-market focus, and full-service advisory, audit, and tax offerings that overlap directly with Moore NA member firms.
• Marcum LLP: Marcum is a Top 10 U.S. accounting and advisory firm providing audit, tax, and consulting services with strong mid-market presence — directly comparable in service mix and client segment to Moore NA member firms.
• Baker Tilly US: Baker Tilly is a Top 10 U.S. advisory, accounting, and assurance firm that operates as part of the global Baker Tilly network — overlapping with Moore NA in mid-market audit, tax, advisory, and consulting across similar verticals.
• Wipfli: Wipfli is a Top 20 U.S. accounting and advisory firm serving middle-market organizations across audit, tax, technology, and consulting — comparable in scale and segment to mid-sized Moore NA member firms.
• Crowe: Crowe is a Top 10 U.S. public accounting and consulting firm serving mid-market and large clients with audit, tax, advisory, and risk services. Its scale, service breadth, and mid-market focus make it a direct peer to Moore NA member firms.
• CliftonLarsonAllen (CLA): CLA is a Top 10 U.S. accounting firm built from the merger of two regional firms, providing audit, tax, advisory, and wealth management to mid-market clients — directly comparable in service mix, client segment, and independent-firm positioning to Moore NA member firms.
• RSM US: RSM US is the largest non-Big 4 accounting and advisory network serving the U.S. mid-market, with a similar association-like model providing audit, tax, and consulting. It is the most direct competitor to Moore North America's member firms for mid-tier engagements.

Broad incumbents

• Deloitte: Deloitte is one of the Big 4 global professional services networks and the broadest incumbent in audit, tax, advisory, and consulting. While not a direct competitor for small mid-market work, it competes for larger mid-market and enterprise clients that Moore NA member firms target.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/MooreNAmerica
• Facebookfacebook.com/MooreNorthAmerica

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Moore North America