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Stress-Free Profitable Growth

Our VALUE is Your Time

We give serial entrepreneurs time, peace, and clarity to confidently pursue innovation and profitable growth.

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Cash Flow Optimization

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Tax Battle Plans

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Bottom Line Clarity

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Time is money. Is your business struggling with…

  • Unclear profits or cash flow uncertainty

  • Inadequate accounting staff and confusion with tax returns

  • Frustration with integrating software with QuickBooks Online

  • Tax "surprises", unnecessary tax penalties, poor internal financial reports, or a lack of response from your CPA to questions

We understand that accounting consumes valuable time and energy. Many businesses need the experience of a CFO without the full-time commitment. This is where Stan P. Moore CPA, PLLC steps in.

With Stan P. Moore CPA, PLLC,
grow as a proactive leader and leave the details to us.

Oversight and advice without a full-time employee

Design, implementation, and support for QuickBooks Online integration

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Bottom line clarity and cash flow confidence with proactive planning

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We explain all the details in recorded videos and through one-on-one calls

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Organized workflow practices with consistent reporting and analysis

We buy back your time so you can gain competitive advantages and focus on your vision.

Beyond basic taxes, we’re here as business advisors

We work with your business to help you achieve cash flow confidence, collaborate on proactive planning and budgeting, and offer hands-on personalized financial guidance. Services are billed hourly on a monthly pay schedule.

Explore Engagement Paths

Basic Services

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PRO
MEMBERSHIP

PREMIUM
MEMBERSHIP

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Inside our step by step process

Prospects

  • Complete our application for engagement with us.

  • If we’re a good fit, you’ll be invited to book a discovery call.

  • Finalize a custom engagement agreement.

Client Onboarding

  • Complete our questionnaire and upload your documents.

  • We complete diagnostics and review with you.

  • Plan projects with you and establish deadlines.

Current Clients

  • Depends on "Select Advantage" membership chosen in Engagement.

  • Hourly rates are billed monthly or upon project completion.

  • Videos, blogs, and instructions for common questions (how to use the portal, how to pay online taxes, how to use QuickBooks, etc.)

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A Fully Digital Experience

We aren’t the right fit for everyone. Our unique process is best suited for business owners with:

  • A proactive mindset

  • Tech-savvy serial entrepreneurs

  • Those eager to reach new heights

Case Studies

  • Jay was a successful financial planner who wanted to improve his business cash flow and tax liability. He approached us after decades of doing his own tax preparation and also trying some local tax preparers. As an entrepreneur with several businesses, including a portfolio of real estate, he wanted a hands-on approach to guide him to higher profitability. We optimized his tax structure to save him over $10,000 annually for the rest of his career! How? We linked his personal goals to his business, identified the best tax entity, and changed the company retirement and compensation methodology!

  • Michael and his wife owned their business for over 20 years when the sold it to another operator. They needed to know how much tax they needed to pay so they could minimize the burden and plan for it. We worked with them for weeks assessing their multi-entity business portfolio, real estate, and personal financial plans. The result was in-depth tax projection scenarios providing maximum retirement contributions over $150,000 in one year, tax savings of $100,000 over two years, and a new holding-company business model for the future!

  • Steve was building a business and needed bookkeeping, tax, and business advice. His fast-paced entrepreneurial spirit required that we always "stay ahead" with his books and tax planning. With our on-time reporting, proactive tax moves, and hands-on training, Steve learned how to master his books and keep up with market changes! Now he has retirement, a valuable business, and services large commercial distributors and contractors across North Carolina.

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Meet the Team

We give serial entrepreneurs time, peace, and clarity to confidently pursue innovation and profitable growth  

Many entrepreneurs move fast and passionately pursue new heights, but stall and fail from missing the details that drain their time. 

We've helped entrepreneurs for decades grow profitably using proactive and disciplined business fundamentals, helping owners avoid pitfalls so they can focus on pursuing their dreams without stressing over accounting and tax management.

About Us