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Tech-Forward
Solutions

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

Comprehensive business strategy to sustain profitable growth

Stan P. Moore CPA, PLLC supports your business through every season.

Accounting

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Annual/monthly/quarterly accounting, bookkeeping, financial reporting, and profitability analysis.

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Tax Prep

Beyond basic tax prep, we provide more comprehensive tax planning and management.

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Business Advisory

Cash flow management, strategic planning, software implementation, and custom employee training.

  • Note: Complete services and plan specifics are laid out in the engagement letter.

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Aim higher with our Select Advantage Memberships

  • Direct access. Premium Members receive direct access to partners through 1:1 calls and faster response times.

  • Enhanced services. Our two monthly add-on memberships include elevated services beyond basic accounting, tax prep, or consulting.

  • Abundant freebies. Members also receive audit protection and free tax prep for their kids.

  • Priority service. Members choose either first or second priority for tax prep.

For proactive business owners who want an elevated experience beyond the basics, our add-on Select Advantage Memberships were designed for you.

Basic Services

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Hourly Rate on
Monthly Pay Schedule

+

PRO
MEMBERSHIP

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$250 per month

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PREMIUM
MEMBERSHIP

$500 per month

Ways to Work Together

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Basic Services Only

Annual accounting, tax prep, business consulting, and reporting.

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Basic Services + PRO

Everything in your basic service agreement, plus the PRO monthly member benefits.

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Basic + PRO + PREMIUM

Everything in your basic service agreement, plus the PRO and PREMIUM monthly member benefits.

  • Note: Complete service inclusions and plan specifics are laid out in the engagement letter.

Apply Now
Apply Now

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.