James Moore & Co. 2023 Survey

Download Survey: James Moore & Co. 2023 Survey

Company Information
Firm/Organization
  James Moore & Co.
Firm's Address
  5931 NW 1st Pl
Gainesville, Florida 32607
United States
Map It
Website
  https://www.jmco.com
Number of Employees
  260
Category
  Public Accounting Firm
Affiliate
  CPAmerica
Primary Survey Contact
Name – Main Contact
  James Williams
Title – Main Contact
  Marketing Coordinator
Email – Main Contact
  James.Williams@jmco.com
Phone – Main Contact
  (352) 378-1331
Secondary Contact
Name – Secondary
  Stacy Dreher
Title – Secondary
  Marketing Director
Email – Secondary
  stacy.dreher@jmco.com
Phone – Secondary
  (352) 378-1331
All Employees
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
137 4 11 7 1 1 161

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
86 2 7 4 0 0 99

All New Hires
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
24 2 8 2 0 1 37

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
19 1 4 0 0 0 24

All Associates
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
16 1 1 1 0 0 19

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
19 0 0 0 0 0 19

All Senior Staff
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
38 2 2 0 0 0 42

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
10 1 0 1 0 0 12

All Managers
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
16 0 0 2 0 0 18

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
12 0 0 1 0 0 13

All Senior Managers
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
7 0 0 0 0 0 7

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
9 0 0 0 0 0 9

Directors
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
11 0 1 1 0 0 13

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
3 0 0 0 0 0 3

All Partners and Principals
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
11 0 0 0 0 0 11

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
10 0 0 2 0 0 12

Management Committee
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
11 0 0 0 0 0 11

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
9 0 0 2 0 0 11

Total Information Technology Employees
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
2 0 0 0 0 0 2

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
16 0 2 0 0 0 18

Information Technology Project Managers and R&D Team Managers
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
0 0 0 0 0 0 0

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
0 0 0 0 0 0 0

Information Technology Principals / Partners and Corporate Dept. Managers
Women
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
0 0 0 0 0 0 0

Men
 

White (non-Hispanic) Black Hispanic Asian Native American / Pacific Islander Biracial / Other Total
3 0 0 0 0 0 3

Money Section
M1. Benchmark compensation against current market levels
  Annually
M2a. Conduct internal pay equity surveys and analysis
  Biannually
M2b. Conduct internal pay equity surveys (check all that apply)
 

  • Of all pay plus performance data
  • As needed
  • By applicants and new hires
  • By race and gender
  • By department
  • By region/office

M3. Pay equity survey results are reviewed by (check all that apply)
 

  • Partners/Principals
  • HR staff

M4. Organizational supports for implementing compensation and fair pay policies (check all that apply)
 

  • Communication tools for department-level pay discussions
  • Communication tools for individual pay discussions
  • Communication tools to use at the point of pay decisions
  • Communication tools for negotiating pay of new hires
  • Managers decisions reviewed by at least one superior or HR manager
  • Coaching for managers by HR staff or others
  • Payband structure

M5. Managers are accountable for equitable pay (check all that apply)
 

  • We do not tie managers pay to their staffs equitable pay

M6. How do you ensure that managers reward actual productivity (not just 'face time' hours worked, or other measures of time or effort)?
  As explained in the 2022 MOVE Project survey.
M7. How are managers held accountable for ensuring that they are paying their direct reports equitably?
  As explained in the 2022 MOVE Project survey.
M8. How do you use external market pay data to shape pay policies, practices and innovations?
  As explained in the 2022 MOVE Project survey.
M9. What were the results of your most recent internal pay equity survey and analysis?
  As explained in the 2022 MOVE Project survey.
M10. If an inadvertent pay inequity has ever been discovered, how was it found, how was it corrected; and how were pay practices and policies consequently changed?
  As explained in the 2022 MOVE Project survey.
M11. Please provide details, short case studies, and examples of how you ensure that woman and people of color are paid equitably.
  As explained in the 2022 MOVE Project survey.
Opportunity Section
O1. Mentoring: Types of mentoring (check all that apply)
 

  • One-on-one
  • Across departments and functions
  • Mentoring from external coaches

O2. Leadership training: Types of leadership training (check all that apply)
 

  • Leadership training: internal program
  • Leadership training: external program
  • Career coaching through transition from staff to manager
  • Career coaching through transition from manager to partner/principal
  • Career coaching for alternative partnership track
  • Leadership training: through employer-supported volunteer responsibilities
  • Leadership training: through support for nonprofit board positions
  • Phased on-ramp for returning mid-career professionals

O3. Rotational training (check all that apply)
 

  • Stretch assignments or rotations
  • Developmental assignments or rotations
  • Emerging women leaders rotated into client-facing roles
  • Rotation into partner/principal task forces
  • Rotation into operating positions
  • Rotation into international projects

O4. Skills and management training (check all that apply)
 

  • Skills training (such as IT certifications) beyond C.P.E.
  • College tuition assistance
  • Online training program: skills
  • Online training program: leadership & management development
  • Client relationship training & management skills
  • Financial skills training for non-financial employees
  • On-site employee skills workshops
  • Funding to attend professional development conferences

O5. How do managers and top leaders track the advancement of women and people of color? (check all that apply)
 

  • Formal identification of high-potential employees
  • Managers trained to identify high-potential employees
  • Talent management system
  • Paid internships for college students/professionals before graduation
  • Track subsequent hiring of interns
  • Publicly report the status of women, minorities and diverse employess at least annually

O6. Internal affinity networks or business resource groups are sponsored by the organization for (Check all that apply)
 

  • Women
  • Retirement transition
  • Working parents
  • New Mothers

O7. How does your firm's commitment to advancing women and people of color help you achieve your business, marketing, growth and profit results? If your company has a written business case for diversity, please provide a copy.
  As explained in the 2022 MOVE Project survey.
O8. What marketing, public relations and similar efforts are tied to your organization's commitment to advancing women?
  As explained in the 2022 MOVE Project survey.
O9. What marketing, public relations and similar efforts are tied to your organization's commitment to advancing people of color?
  As explained in the 2022 MOVE Project survey.
O10. How are affinity and business resource groups used to develop women employees?
  As explained in the 2022 MOVE Project survey.
O11. How are affinity and business resource groups used to develop people of color employees?
  As explained in the 2022 MOVE Project survey.
O12. How do affinity and business resource groups drive business results?
  As explained in the 2022 MOVE Project survey.
O13. Please provide details, short case studies, and examples of how you ensure that woman have access to advancement opportunities and drive business results.
  As explained in the 2022 MOVE Project survey.
O14. Please provide details, short case studies, and examples of how you ensure that minorities/people of color have access to advancement opportunities and drive business results.
  As explained in the 2022 MOVE Project survey.
Vital Supports for Work-Life
V1. Flexwork (check all that apply)
 

  • Flexwork: Formal practice with formal policy
  • Flexwork: On a case-by-case basis, with managers approval

V2. Telecommuting and remote work (check all that apply)
 

  • Telecommuting: Formal practice
  • Telecommuting: On a case-by-case basis, with managers approval
  • Telecommuting: Career track for telecommuting supervisors
  • Telecommuting: Online training for virtual staff
  • Telecommuting: Used as recruiting tool
  • Telecommuting: Used as retention tool
  • Telecommuting: Used as strategic tool for disaster recovery, etc.

V3. Training/coaching/support for managers of telecommuting or remote workers (check all that apply)
 

  • Flexwork: Managers trained to evaluate productivity, not face time
  • Flexwork: Managers coached to support flexwork & telecommuting
  • Flexwork: Employees coached in effective flexwork & telecommuting
  • Flexwork: 24/7 tech support for virtual employees

V4a. Stage of life transitions: Parenting transitions (check all that apply)
 

  • Family leave beyond required legal minimum: for mothers
  • Family leave beyond required legal minimum: for fathers
  • Phased return to work for new parents
  • Phased/flexible return to work for foster & adoptive parents
  • Work/life supports geared for busy season
  • Virtual and/or home-based wellness programs

V4b. Stage of life transitions: Retirement transitions (check all that apply)
 

  • Phased retirement: Retirement transition career track
  • Phased retirement: Temp/contract work for new retirees

V4c. Stage of life transitions: Other transitions (check all that apply)
 

  • Phased return to work from illness/injury
  • Accommodations beyond ADA required for chronic illness management
  • Paid time off bank (includes paid sick and vacation time)
  • Sabbaticals
  • Paid time off to volunteer-work related

V5a. Dependent care: Childcare assistance provided (check all that apply)
 

  • Childcare: referral service

V5b. Elder/other dependent care assistance provided (check all that apply)
 

  • Elder/other dependent care: referral service

V6. Wellness and Disability Accommodation (check all that apply)
 

  • Subsidized gym/fitness membership
  • Ergonomic accommodations beyond ADA minimum
  • Ergonomic consults
  • Ergonomic equipment provided
  • Technology accommodations beyond ADA minimum
  • Other

V6 – Other Comments
  The notion of wellness is frequently associated with gym memberships or green smoothies, limiting the scope to just physical well-being. In reality, well-being is a result of complex interactions among many dimensions that, when nurtured in harmony, improve health and quality of life. Our wellness program aims to address the holistic dimensions of well-being. Our program encompasses 8 dimensions of well-being and offers a stipend and support to help employees with their emotional, occupational, spiritual, physical, social, environmental, intellectual, and financial wellness.
V7. What types of work/life conflicts are common and distinctive to workers in public accounting, especially tied to your firm's main specialties or priorities?
  As explained in the 2022 MOVE Project survey.
V8. How are managers trained and coached to leverage your organization's work/life programs to keep employee and team productivity on track?
  As explained in the 2022 MOVE Project survey.
V9. How do you track the financial ROI of work/life programs (beyond a simple count of the number of employees that use the programs)?
  As explained in the 2022 MOVE Project survey.
V10. Please provide some specific case studies and profiles of how work/life programs have recruited and retained employees with work/life challenges, while at the same time enabling your organization to meet its productivity goals.
  As explained in the 2022 MOVE Project survey.
V11. How does your organization cultivate daily wellness habits that help keep employees productive and also help manage health care costs?
  As explained in the 2022 MOVE Project survey.
V12. What other work/life programs, practices and innovations support productivity?
  As explained in the 2022 MOVE Project survey.
V13a. Does your firm track/count the number of LGBTQ / nonbinary employees?
  No
ENTREPRENEURSHIP
E1. Internal entrepreneurship (check all that apply)
 

  • Training in essential business skills beyond C.P.E.
  • Training to equip employees to develop and pursue new business
  • Internal incubators for employee ideas
  • Internal communications about employee entrepreneurship & results
  • Employee affinity groups and business resource groups involved in marketing
  • Employee affinity groups and business resource groups involved in recruiting
  • Organizational marketing tied to external sponsorship/support of entrepreneurs

E2. Does your company track former employees who might contribute to the company as a supplier or contractor? (check all that apply)
 

  • Exit interviews for former employees
  • Exit surveys for former employees
  • Alumni networks of former employees for temp & contract work
  • Informal communication with key former employees
  • Communication tools to reach alumni employees (website; newsletter; etc.)

E3. Please indicate how employee resouce groups have contributed to your firm's growth (check all that apply)
 

  • New business opportunities
  • Shaped go-to-market for new practices/lines of business
  • Advised marketing/communications on nuances of approaching new markets
  • Sales process improvement
  • Internal networking
  • Internal referrals
  • External networking
  • External referrals

E4. Does your company track the proportion of women/minority business enterprise suppliers?
  No
E5. How does your organization invest in the success of women/minority business enterprises? (check all that apply)
 

  • Sponsor W/MBE owners for trade and marketing opportunities
  • Assist W/MBE owners in collaborating with other W/MBE owners for contracts
  • Assist W/MBE owners with financing/cash flow

E6. How does your organization achieve its business growth and profitability goals by collaborating with diverse suppliers?
  As explained in the 2022 MOVE Project survey.
E7. How does your organization leverage its track record with diverse suppliers to better market to women and minorities?
  As explained in the 2022 MOVE Project survey.
E8. How does the firm foster innovations that might lead to new lines of business and how are rising women and minorities/people of color involved in these efforts?
  As explained in the 2022 MOVE Project survey.
E9. Please provide some specific case studies and profiles of how your company fosters entrepreneurship and supplier diversity, highlighting specific instances when these practices drove business results and firm reputation.
  As explained in the 2022 MOVE Project survey.
Final Section
Does your firm have a flexible or customized partnership model?
  No
Date Entered
  05/11/2023
Posted in
Alina Muehlbauer

Alina Muehlbauer