Kristy Moore, CPA

President

Offering a range of services from Bookkeeping solutions, Controller services, and Special Project Management and providing top of the line customer service, I am dedicated to improving your business through improved reporting, budgetary analysis and monitoring, software solution analysis, preparation for audit, and much more.  I have experience providing the following to clients:

  • Reviewing internal control policies and procedures to meet auditor and federal reporting requirements. 
  • Providing temporary assistance during staff transition.
  • Providing software and accounting procedure training to an incoming controller.
  • Transitioning accounting software package from QuickBooks Desktop to QuickBooks Online.
  • Presenting financial results to Board members.

PREVIOUS EXPERIENCE

NON-PROFIT EXPERIENCE

As the Accounting Manager of an affordable housing syndication, CDFI, non-profit organization, I participated in the management of $50 million in annual revenue by working directly with the Controller and Chief Financial Officer to develop and maintain financial processes and controls to safeguard the assets of the organization.  Other contributions include:

  • Completed month-end close by performing key account reconciliations, accrual adjustments, and budget variance review and analysis.
  • Produced accurate financial reporting and presented consolidated financial information to various investors, stakeholders, lenders, and board members.
  • Implemented improved reporting systems to decrease the amount of time necessary to prepare consolidated reports by leveraging technology by a reduction of 1-2 days per month.
  • Acted as lead point person on accounting software upgrade, responding to integration questions and developing updated procedures for recording transactions.
  • Managed annual audit process for over 90 entities, including preparation of audit documentation and completion of all filings and reporting within given deadlines. 
  • Performed continuous review of and necessary updates to various internal control policies and procedures including implementing a remote deposit check scanner, paperless completion and storage of bank reconciliations, and fully integrating banking transactions with the accounting software.
  • Assisted in management of $200 million loan portfolio, including Implementation of a new loan servicing software, transition to paperless remittance process, review and update of loan policies and procedures, and reporting to various investors and lenders on the loan portfolio.
  • Assisted in preparation of grant applications and strategic designs to enhance the impact of the organization.

AUDIT EXPERIENCE

During eight years as an auditor working at a CPA firm, I managed audit, review, and compilation engagements for various entity types including non-profits, affordable housing, school districts, and employee benefit plans.  I performed customer service duties while developing and maintaining professional relationships with clients.  Other duties include:

  • Assisted clients with improvement of internal controls, implementation of new accounting pronouncements, writing financial statements, and gaining an understanding of applicable generally accepted accounting principles. 
  • Prepared reports and communications with owners, boards, management, regulatory bodies, and lenders.
  • Assisted in the management of the Affordable Housing niche, including managing a team of approximately ten auditors, coordinating schedules with clients, ensuring proper workflow, and reporting to regulatory agencies.
  • Coordinated concurrent tasks to meet upcoming deadlines and complete projects through the use of prioritizing and developing efficient working methods.

Education

Masters in Business Administration                                                   Central Michigan University

Bachelor of Science in Business Administration                               Central Michigan University

Contact Me