Beth W Moore Financial Services

At our full-service CPA firm, we are committed to delivering expertise in a small firm environment. Our name is built on three fundamental principles: Expertise, Agility, and Attention. We take pride in our ability to help our clients succeed and reach their goals. As professionals, we are energized by the opportunity to use our experience to identify the needs of our clients, provide creative solutions, and offer superior customer service. We value personal relationships, and we strive to maintain well-informed, updated, and overjoyed clients.

Expertise

Our team consists of six Certified Public Accountants and over 20 staff members with over 100 years of combined CPA experience. We serve over 1000 clients, including nonprofit organizations, small businesses, long-term contractors, real estate developers, property owners' associations, and hospitality industry businesses. We have the expertise to provide a wide range of services, including accounting, management advisory, and tax services.

Attention

At our firm, we believe in personalized service. We take the time to know our clients, their businesses, and our community. We value building relationships with our clients, and we strive to provide the attention they deserve. We are committed to meeting the needs of our clients and ensuring their satisfaction.

Agility

Our small size makes us nimble, allowing us to configure services that are right-sized for your organization. We offer creative advice and solutions that drive growth across the breadth of your financial needs. We are dedicated to providing excellent customer service, and we are always available to answer any questions or concerns our clients may have.

Testimonials

Don't just take our word for it. Here's what some of our clients have to say about us:

"I'm a long-time client, and I am pleased with this firm's superior work quality as well as their quick response time. The whole office is friendly. I have worked mostly with Beth, David, Debbie, and Kristen, but I know that Lisa is also exceptional. I love that Beth gives back so much to the community." - Patty Heath

"They have prepared my taxes for several years now. They have always done a terrific job with tax preparation and customer service!" - Kevin Thacker

"We were referred to this CPA from a friend. We now have used their services for the past 2 years! They do good work and friendly staff!" - David Glover

Staff

Our firm includes eight Certified Public Accountants and a total of 20 highly-talented staff members. We believe that building relationships is important, and we want our clients to know more about our story. Here are some of our team members:

• Beth Moore, CPA: Beth has over 36 years of public and private accounting experience. She specializes in accounting, management advisory, and tax services for nonprofit organizations, small businesses, long-term contractors, real estate developers, property owners' associations, and hospitality industry businesses.
• Lisa Candella, CPA: Lisa has over 20 years of public and private accounting experience. She has served on the audits of local nonprofits, local school systems, and various local municipalities. She has worked with a variety of small to medium-sized for-profit clients to provide auditing, accounting, and tax-related services.
• David Seeley, CPA: David began his public accounting career with a Top 15 ranked regional firm in 1998. He specializes in accounting, management advisory, and tax services for small businesses, individuals, and fiduciary tax matters, including multi-state returns.
• Harry L. Fagan, CPA: Harry began his public accounting career in 1976. He has over 45 years of experience in public and private accounting. He specializes in accounting, management advisory, and tax services for small businesses, nonprofit organizations, and individuals.
• John Pulvino, CPA: John brings over 30 years of accounting experience to our firm. He specializes in corporate, individual, fiduciary tax matters, including multi-state returns.
• Christy Carver, CPA: Christy has over 29 years of individual and small business tax experience. She began her career in public accounting in 1992. She later worked as a financial analyst before starting her