Taxes, audits, compliance and community. One of these is definitely not like the others — just like Beth Moore & Associates, CPAs is not like other public accounting firms.
Consolidating its stellar traditional practices and processes of public accounting with great disbursements of expertise, agility, attention and goodwill deposits massive dividends into its client base and the communities it serves.
The practice is led by Beth Moore, CPA owner and managing partner; Lisa Candella, CPA, partner and director of assurance services; and David Seeley, CPA, tax director. It is a full-service public accounting firm with approximately 20 seasoned professionals dedicated to outstanding customer service.
The firm’s wealth of experience affords the agility to offer insights across a broad range of industries and services. With attention to building relationships, this accounting firm is dedicated, committed and genuinely concerned for the success of each and every client. Its aim is to help clients meet and exceed their goal.
Sums up Moore, “The three of us have come from a firm that is a top 17 firm in the country and so, we like the tag line — ‘big firm heft with small firm heart.’”
Moore started the accounting firm eight years ago. She believes that doing so allowed her to create a diverse culture with a multiplicity of expertise that is highly professional, greatly respected and laser focused on its desire to serve its clients and community.
The firm offers a wide range of services that include business tax services, individual tax services, audits, trust and estate tax return preparation, real estate, international tax services, IRS representation and consultation. Its client base continues to grow through its service to both for-profit and nonprofit entities. Adds Moore, “we range in size from very small to large to more than hundreds of millions of dollars in revenue in terms of the size of the companies that we serve.”
Through its reputation and rapport with people, the firm has established itself as an important resource for those just starting out to those well past retirement. It provides the first consultation for free.
Explains Candella, “Someone who’s about to start a new job may not know some of the things he or she needs to be invested in. A newcomer may not realize the importance of a 401K and how that saves on taxes. Sometimes, it’s an education process when we meet with a client, and if we can help with a tax return, that’s great, but helping inform someone on the things we know leaves that person more knowledgeable than when he or she came in.”
Says Seeley, “It’s nice when a widow comes in with all kinds of questions to be able to sit down and assure her that everything is going to be okay and that we can take care of what’s needed. We get all of her papers filed, even though she may not have ever filed a tax return in her life. I enjoy sharing what I’ve learned, and it’s nice to be involved in the community to know people and to know their stories.”
Seeley values the trust and respect that the firm has cultivated among its clients and all of the professionals serving within the practice. He defines the firm’s success as being trusted by people, being referred by people and being known as an all-around great company, whether it’s in its accounting or volunteer work or in giving back to the community.
The well established track record of volunteerism benefits a variety of organizations and individuals. The firm’s outreach impacts various organizations that include Rotary Club, Virginia Center for Inclusive Communities, Hampton Roads Community Action Program, Hampton Roads Pride and Give Local 757, in addition to several others. Members of the firm also serve on boards, where they are involved with the Newport News Public Arts Foundation Board, Chamber of Commerce, area schools and various civic organizations.
Says Moore, “To support my nonprofit clients and other charities, I have a side hobby which is pottery, and I donate pieces for silent auctions for nonprofits. I have a personal commitment to the community and giving.”
Continues Candella, “It feels good when nonprofits call and they want Beth to donate one of her pieces of pottery and to know that piece of pottery helps that nonprofit bring in money. The impact that we have is that we serve a need.”
As a CPA firm that generously gives of its time, talent and resources, its legacy of client and community service and needs identification and fulfillment continues to flow as it helps build wealth and wholeness for generations to come. With Beth Moore & Associates, care for the community is the common denominator in the services the firm provides.