Presentation To Provide Auditing Services For May 27, 2014 City of Palm Coast, Florida Presented by:

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Presentation transcript:

Presentation To Provide Auditing Services For May 27, 2014 City of Palm Coast, Florida Presented by:

About James Moore & Co. A Brief History Founded in 1964 Offices in Daytona Beach, Gainesville & Tallahassee Over 120 people full-time, firm-wide One of the largest CPA firms in Florida Largest CPA firm in Volusia/Flagler area Undergone 12 triennial peer reviews, receiving unqualified opinions with no letter of comments

Government Auditing Experience: Major Current Governmental Clients City of Cape Canaveral, Florida City of Edgewater, Florida City of New Smyrna Beach, Florida City of Ormond Beach, Florida City of Palm Coast, Florida City of Port Orange, Florida County of Volusia, Florida Several special districts and utility authorities

Government Auditing Experience – Past City of Atlantic Beach, Florida City of Avon Park, Florida City of Daytona Beach Shores, Florida City of Daytona Beach, Florida City of Flagler Beach, Florida City of Winter Park, Florida Town of Orange Park, Florida Flagler County

Qualifications & Memberships American Institute of CPAs and FICPA AICPA Governmental Audit Quality Center Government Finance Officers Association and FGFOA AGN International League of Cities FCCMA

Innovative Auditing Profx Engagement Software paperless audit software IDEA Data Analysis Software Information Services Consulting (IT) staff on-site Lean Six Sigma – Gold Standards

Committed to Providing You with a Team that Focuses on: 1. Partner & Staff Availability when YOU Need Them 2. Partner & Staff Continuity from Year-to-Year 3. Attention to YOUR Schedule, Not Ours 4. Providing Friendly, Knowledgeable Staff (CAFR Reviewers) 5. Close Proximity to City - 25 Minutes from our Office Your Audit Team – Philosophy

James Halleran Engagement Partner Zach Chalifour Engagement Manager Bernadette Britz-Parker Technical Review Partner Webb Shephard Associate Accountant Doug Gillikin Senior Accountant Your Audit Team

Experience & Stability Partners – More than 50 years combined experience! NO contract personnel 2 GFOA CAFR reviewers part of team Each have a governmental concentration Quality Control by partner on-site JM&Co. financially sound - No debt - Partner retirement funded We work hard to retain our people! 2 employees live in Palm Coast and 4 in Flagler County We’re a great team!

What Sets James Moore Apart? Open, year-round communication Problem solvers, not adversaries Understanding of City Available to be on site with relatively short notice One-on-one meetings with Council members Unpredictability of audit procedures

What Sets James Moore Apart? Dedicated Government Segment Team –Governments are a Cornerstone of our Practice –Engagement team CPE, conferences & Webinars throughout the year –Volusia/Flagler FGFOA –League of Cities –Flagler Chamber Client Resources Lean Government

What Sets James Moore Apart? Daytona Beach Office Payroll - $2,226,000 Economic Impact: –$15.6 million for Volusia /Flagler Local Presence: –Stay abreast of current events affecting the City City agendas & minutes New pronouncements & methodologies More Aware – More Flexible – Greater Understanding

Questions?