SPONSORED
James Moore & Company:
Putting People First
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efore you even open the door to James Moore & Company’s Ocala office, you’ll feel at home. The neatly kept building sits on a quaint, bricklined street in the vibrant historic downtown area. That feeling is reinforced when you step into the comfortable lobby, where a smiling face greets you and offers a cup of coffee or bottle of water. It’s an atmosphere of hospitality echoed at every James Moore location throughout Florida. And it’s one of the many ways they reinforce what matters most to the firm—people. “It makes me think of the Theodore Roosevelt quote, ‘People don’t know how much you know until they know how much you care,’” said Russell Lindsay, a partner at the Ocala location. “We get to know our clients and what makes them tick and what their goals are. From there we have a solid understanding of where they are trying to go. And that gives us the foundation to develop an advisory plan to help guide them to reach and accomplish their goals.” The James Moore team is well known
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| FEB 2022 | OCALAMAGAZINE.COM
for attentive, timely and professional service. Working with them means working with a firm whose mission is to provide the highest quality accounting and consulting services—some of which might surprise you. In addition to the tax, accounting and audit offerings you generally find at CPA firms, James Moore also provides consulting and outsourced services in human resources, information technology, data analytics, process improvement, transition planning, CFO services… the list goes on. The firm works to achieve the best results for its clients by sticking to its core values of respect, integrity and technical excellence. But these values alone don’t ensure success. Every team member is committed to establishing solid, lasting relationships with their clients. It’s the best way to build trust and truly educate them on their financial picture and the options available to them. And an educated client is a confident and empowered client. This relationship-centric philosophy is part of what intrigued Lindsay when he be-
gan talking to James Moore last year about possibly joining forces. The owner of Canopy 360 Tax & Accounting for many years, he wanted to expand its services with a firm that shared their beliefs in caring about people. He quickly realized that James Moore believed in the same team approach that puts people first. James Moore managing partner Suzanne Forbes also saw the similarities and was intrigued at how Russell’s team approached client service and communication. “It was really when we were looking at ways to communicate with clients more often and serve them even better,” said Suzanne. “When Russell talked to me about Canopy 360’s relationship managers, I realized we both wanted to serve our clients in the same way. I saw that he approached client service with a team, and that’s how we do it as well.” Today, Ocala is the newest of James Moore’s five Florida locations (the other four offices are in Gainesville, Daytona Beach, Tallahassee and DeLand). In addition to Russell, two other James Moore partners
