PROMOTIONS AT JAMES MOORE

James Moore, Certified Public Accountants and Consultants (James Moore) is pleased to announce Traci Bacom, Nadia Batey, Carrie Boynton, Benjamin Clark, Jeremy Dunn, Curtis Leonard, Betsy Anne Moraguez, Johanna Pedersen, Kelly Shaer, William “Webb” Shephard, Jeremy Smith, John Michael Sy, Kelly Tracy, Corinne Turcotte, Josh Van Zandt, and Sara Westmoreland have been promoted.

Bacom has been promoted to a Senior Administrative Assistant. As a Senior Administrative Assistant, Bacom will provide administrative support to the office, correspondence, tax returns, financial statements and general office duties. She will compose departmental correspondence and documents as well as coordinate and complete administrative projects requiring superior knowledge of business software used within the firm. Bacom joined the firm in 2012.

Batey, a certified public accountant, has been promoted to Senior Manager. As a Senior Manager, Batey possesses the experience and overall potential necessary to be considered for admission as a Partner to the firm. As a Senior Manager, Batey will plan, execute, direct and complete tax projects in a variety of industries. She will be responsible for interacting closely with clients to provide innovative tax planning, consulting and compliance. Batey has extensive experience completing complex business and personal returns for the firm’s multi-state corporations, as well as private organizations and individuals. As a result of her varied experience, Nadia serves as an integral member of the firm’s Real Estate Services Team, Technology Services Team, and the Healthcare Implementation Team. Nadia joined the firm in 2005. She received a Bachelor of Science in Accounting and a Bachelor of Science in Food and Resource Economics from the University of Florida.

Boynton, a certified public accountant, has been promoted to Senior Accountant. As a Senior Accountant, Boynton will prepare personal, corporate, and partnership tax returns. Boynton will also be responsible for directing and reviewing the tax work of Associate Accountants and Staff Accountants. Boynton joined the firm in July 2015. She received a Master of Accountancy and a Bachelor of Science in Accounting from the University of West Florida.

Clark has been promoted to Staff Accountant after completing his Bachelor of Science in Accounting and Finance from Florida State University in the fall of 2015. Prior to his promotion, Clark worked part-time as a Tax Intern for the firm since January 2015. As a Staff Accountant, Clark will provide a range of services including auditing and tax work.

Dunn, a certified public accountant, has been promoted to Senior Accountant. As a Senior Accountant, Dunn will perform audit and accounting procedures necessary to complete financial statement audits. He will participate in various phases of audit, compilation and review engagements, including budgeting and planning. Dunn will also be responsible for directing and reviewing the audit work of Associate Accountants and Staff Accountants. Dunn joined the firm in 2013. He received a Bachelor of Business Administration in Accounting and Finance from the University of North Florida.

Leonard has been promoted to Staff Accountant after completing his Bachelor of Science in Accounting from Flagler College Tallahassee. Prior to his promotion, Leonard worked as a Staff Consultant in the Accounting and Controllership Services department providing a range of services including generating data reports, creating data directories for file, receiving processed data, and performing data entry for client payables. Leonard joined the firm in March 2013. As a Staff Accountant, Leonard will provide a range of services including tax and auditing work.

Moraguez has been promoted to Staff Accountant after completing her Masters in Accounting from Liberty University in the fall of 2015. Moraguez also received a Bachelor of Science in Accounting from the University of Florida. Prior to her promotion, Moraguez had experience working part-time as a Staff Consultant in the Accounting and Controllership Services department and as a Tax Intern. Moraguez joined the firm in January 2015. As a Staff Accountant, Moraguez will provide a range of services including tax and auditing work.

Pedersen has been promoted to Senior Marketing Specialist. As a Senior Marketing Specialist, Pedersen will be responsible for designing and executing the firm’s branding and marketing materials, managing proposals, promoting training and networking firm events in the office communities, coordinating presentations, managing social media campaigns, and participating in the firm’s strategic practice growth plan. Pedersen joined the firm in 2012. She is currently pursuing her Master of Business Administration from the University of Florida. She received a Bachelor of Business Administration in Marketing and a Bachelor of Arts in Media Arts & Design from James Madison University as well as a European Business Concentration from the Universiteit Antwerpen, Antwerp, Belgium.

Shaer, a certified public accountant, has been promoted to Manager. As a Manager, Shaer will manage and monitor auditing and accounting projects and client engagements for higher education, nonprofit organizations, construction companies, and private businesses. She will be responsible for all phases of each assignment to include: planning meetings, fieldwork supervision, testing, risk assessment evaluation, and engagement approach development. As a result of her construction industry expertise, Shaer serves as an integral member of the firm’s Construction Services Team. Shaer joined the firm in 2011. She received a Master of Business Administration in Accounting and a Bachelor of Business Administration in Accounting from Pittsburg State University.

Shephard, a certified public accountant, has been promoted to Manager. As a Manager, Shephard will manage and monitor auditing and accounting projects and client engagements for governmental entities, nonprofit organizations, private businesses, and individuals. He will be responsible for all phases of each assignment to include: planning meetings, fieldwork supervision, testing, risk assessment evaluation, and engagement approach development. Shephard joined the firm in 2011. He received a Master of Accountancy from Stetson University and a Bachelor of Applied Science in Business Management from Daytona State College.

Smith, a certified public accountant, has been promoted to Senior Accountant. As a Senior Accountant, Smith will prepare personal, corporate, and partnership tax returns. Smith will also be responsible for directing and reviewing the tax work of Associate Accountants and Staff Accountants. Smith joined the firm in 2014. He received a Bachelor of Arts in Accounting and a Bachelor of Arts in Business Administration from Flagler College Tallahassee, as well as a Bachelor of Science in Exercise Science from Florida State University.

Sy has been promoted to Associate Accountant. As an Associate Accountant, Sy will perform work in the audit department, and will be responsible for assisting with the completion of compilations, reviews and audits. Sy joined the firm in 2014. Sy received a Master of Science in Taxation and a Bachelor of Science in Accountancy from the University of Illinois at Urbana-Champaign.

Tracy has been promoted to Associate Accountant. As an Associate Accountant, Tracy will perform work in the tax department. She will be responsible for assisting with the research and preparation of income tax returns. Tracy joined the firm in 2013 as a Tax Intern and full-time in January 2015. Tracy received a Master of Accountancy and a Bachelor of Arts in Criminology from the University of Florida.

Turcotte, a certified public accountant, has been promoted to Manager. As a Manager, Turcotte will manage and monitor auditing and accounting projects and client engagements. She will be responsible for all phases of each assignment to include: planning meetings, fieldwork supervision, testing, risk assessment evaluation, and engagement approach development. Her focus is on serving the needs of nonprofit organizations, which includes addressing taxation issues in addition to providing audit and assurance services. As a result of this experience, she also serves as an integral member of the firm’s Nonprofit Services Team where she proactively develops solutions to help these organizations improve their financial reporting and achieve their long-term goals. Turcotte joined the firm in 2011. She received a Master of Accountancy and a Bachelor of Science in Accounting from the University of Florida.

Van Zandt, a certified public accountant, has been promoted to Associate Accountant. As an Associate Accountant, Van Zandt will perform work in both the audit and tax departments. He will be responsible for assisting with the completion of compilation, reviews and audits, and the research and preparation of income tax returns. Van Zandt joined the firm in 2014. He is currently pursuing his Master of Science in Accounting from Liberty University, and has received a Bachelor of Science in Accounting from Cedarville University, Cedarville, Ohio.

Westmoreland has been promoted to Tax Administrative Assistant. As a Tax Administrative Assistant, Westmoreland will provide administrative support to the Tax Services department. She will compose departmental correspondence and documents as well as coordinate and complete administrative projects. Westmoreland joined the firm in 2010.

James Moore, founded in 1964, is a regional firm with offices in Daytona Beach, Gainesville and Tallahassee. The firm specializes in providing tax, auditing, accounting and controllership, technology solutions, consulting, and wealth management services.