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Steve Moss Cpa, Cgma Email & Phone Number

Entrepreneur | CPA | Tax Planning & Strategy | Leadership Team Coach | Certified in Business Tools: Gazelles / Scaling Up / Rockefeller Habits / Metronomics 3HAG Way at Holden Moss Certified Public Accountants
Location: Raleigh, North Carolina, United States 3 work roles 2 schools
1 work email found @holdenmoss.com 10 phones found area 252 and 919 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 10 phones

Work email s****@holdenmoss.com
Direct phone (252) ***-****
LinkedIn Profile matched
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Role
Entrepreneur | CPA | Tax Planning & Strategy | Leadership Team Coach | Certified in Business Tools: Gazelles / Scaling Up / Rockefeller Habits / Metronomics 3HAG Way
Location
Raleigh, North Carolina, United States

Who is Steve Moss Cpa, Cgma? Overview

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Quick answer

Steve Moss Cpa, Cgma is listed as Entrepreneur | CPA | Tax Planning & Strategy | Leadership Team Coach | Certified in Business Tools: Gazelles / Scaling Up / Rockefeller Habits / Metronomics 3HAG Way at Holden Moss Certified Public Accountants, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at holdenmoss.com, phone signal with area code 252, 919, and a matched LinkedIn profile for Steve Moss Cpa, Cgma.

Steve Moss Cpa, Cgma previously worked as Partner at Holden Moss Certified Public Accountants and Independent Director at Hatteras Funds. Steve Moss Cpa, Cgma holds Bachelor Of Science, Business Administration, Accounting from University Of North Carolina At Chapel Hill.

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Email format at Holden Moss Certified Public Accountants

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*@holdenmoss.com
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AeroLeads found 1 current-domain work email signal for Steve Moss Cpa, Cgma. Compare company email patterns before reaching out.

Profile bio

About Steve Moss Cpa, Cgma

Strategy: the final frontier. These are the voyages of the CPA Firm: Holden Moss. Its 3-year mission (3HAG): to explore exciting new ways of delivering on clients' unmet needs. To seek out new ideas and new innovations. To execute and boldly go where few CPAs have gone before! I’m a CPA, classically trained, who focuses on business coaching and tax strategy ideation. Together with my team at Holden Moss CPAs, we develop strategies for business owners to get the focus they need to win at work, succeed at life and save on taxes along the journey. If your business is not growing as fast or as smoothly as you want it to, we can help. We teach teams how to apply internationally recognized frameworks, with proven tools, strategies and methodologies to help you overcome your obstacles. Scaling Up / Rockefeller Habits / Metronomics are proven frameworks successfully used by thousands of high performing companies around the world on a daily basis.We empower business owners and their leadership to focus and coach high performing teams effectively on the people (culture | cohesive | human), strategy, execution and cash decisions they face daily, allowing them time to influence their communities and the world around them for good.My passion as a CPA, and what I am best at:• Developing business and tax strategies that work for CEOs and their leadership teams.• Tax Strategy - real ideas that save taxes.• Business strategies and frameworks to outperform the competition, scale up or turn around a business.• Strategic Assessments – more ideas and observations for a more profitable, valuable business.• Monitoring - someone to watch your back.• No surprises – particularly 11th hour calls that you have a balance due.• Plain talk, not tech jargon.I love my wife Kim and our family including 9 grandchildren. Supernatural on Meta Quest 2. I love to read, learn, and research anything curious to me. I enjoy smoking brisket, Texas style, on a Cookshack smoker. We have a small wine collection and love food paired with wine, particularly a tasting menu. We are unabashedly red wine snobs. The beach or the mountains. Movies. Music through great sound system. The purr of a powerful, turbocharged, V-8 gas engine (although I could envision electric, but...silent?). wo Yorkies and Maggie the golden doodle keep us on our toes. And last but not least, I love God and my church www.summitchurch.com.Contact: smoss@holdenmoss.com

Listed skills include Accounting, Business Planning, Start Ups, Management Consulting, and 27 others.

Current workplace

Steve Moss Cpa, Cgma's current company

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Holden Moss Certified Public Accountants
Holden Moss Certified Public Accountants
Entrepreneur | CPA | Tax Planning & Strategy | Leadership Team Coach | Certified in Business Tools: Gazelles / Scaling Up / Rockefeller Habits / Metronomics 3HAG Way
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3 roles · 24 years

Steve Moss Cpa, Cgma work experience

A career timeline built from the work history available for this profile.

Partner

Current

Raleigh, North Carolina, Us

Steve Moss is a CPA, Business Coach, Tax Consultant and partner with Holden Moss Knott CPAs. Steve jokingly speaks of his firm as “recovering CPAs”.While our background as CPAs enables us to provide traditional tax and accounting services, years ago we realized many clients wanted more help in running their businesses - ideas, problem-solving, strategy. And the “traditional CPA model” of just pushing tax returns and accountings back and forth does not meet that need. We believe a new CPA model requires that we not only help clients understand their numbers, but develop organizational priorities, align their team to execute on those priorities, and monitor their progress to goal achievement.We believe that all businesses should have the same chance of success as big business, that there are better ways to do things, and we want to share them. We believe an abundant future awaits those who adapt, evolve their thinking, and change – before it’s too late.We help businesses and their owners to be the very best they can be. We manage, grow and protect what is important to you, including businesses. We do this with the best of world-class training, coaching, tools and active management systems not typically offered by CPA firms. And we build this into the fabric of our everyday tax and accounting offerings.We promise “no surprises” because we hate surprises too; “plain talk” not tech speak; along with the knowledge and support you need to take control of your business.Steve works from offices in Wake Forest and Henderson. Other offices include Raleigh, Oxford, and Warrenton, NC. When not working Steve loves to travel, preferably to some place in the sun where he can cast a fly rod.

Sep 1975 - Present

Independent Director

Current

Raleigh, North Carolina, Us

Hatteras Funds' mission is to provide unique alternative investment solutions for financial advisors and their clients. Hatteras Funds believes that all investors should have access to the same sophisticated investment approach and superior portfolio management talent as the largest institutions. A boutique alternative investment specialist founded in 2003, Hatteras Funds offers a suite of innovative products designed to solve specific portfolio needs.

2003 - Present ~23 yrs 6 mos

Member Of Board (And President)

Raleigh, Nc, Us

Appointed by Governer Jim Martin to the board that regulates the practice of public accountancy in the state of North Carolina. Served six years, five of which as President.

Jun 1983 - May 1989
2 education records

Steve Moss Cpa, Cgma education

Bachelor Of Science, Business Administration, Accounting

University Of North Carolina At Chapel Hill

Education record

Henderson High School, Henderson, Nc
FAQ

Frequently asked questions about Steve Moss Cpa, Cgma

Quick answers generated from the profile data available on this page.

What company does Steve Moss Cpa, Cgma work for?

Steve Moss Cpa, Cgma works for Holden Moss Certified Public Accountants.

What is Steve Moss Cpa, Cgma's role at Holden Moss Certified Public Accountants?

Steve Moss Cpa, Cgma is listed as Entrepreneur | CPA | Tax Planning & Strategy | Leadership Team Coach | Certified in Business Tools: Gazelles / Scaling Up / Rockefeller Habits / Metronomics 3HAG Way at Holden Moss Certified Public Accountants.

What is Steve Moss Cpa, Cgma's email address?

AeroLeads has found 1 work email signal at @holdenmoss.com for Steve Moss Cpa, Cgma at Holden Moss Certified Public Accountants.

What is Steve Moss Cpa, Cgma's phone number?

AeroLeads has found 10 phone signal(s) with area code 252, 919 for Steve Moss Cpa, Cgma at Holden Moss Certified Public Accountants.

Where is Steve Moss Cpa, Cgma based?

Steve Moss Cpa, Cgma is based in Raleigh, North Carolina, United States while working with Holden Moss Certified Public Accountants.

What companies has Steve Moss Cpa, Cgma worked for?

Steve Moss Cpa, Cgma has worked for Holden Moss Certified Public Accountants, Hatteras Funds, and North Carolina State Board Of Cpa Examiners.

How can I contact Steve Moss Cpa, Cgma?

You can use AeroLeads to view verified contact signals for Steve Moss Cpa, Cgma at Holden Moss Certified Public Accountants, including work email, phone, and LinkedIn data when available.

What schools did Steve Moss Cpa, Cgma attend?

Steve Moss Cpa, Cgma holds Bachelor Of Science, Business Administration, Accounting from University Of North Carolina At Chapel Hill.

What skills is Steve Moss Cpa, Cgma known for?

Steve Moss Cpa, Cgma is listed with skills including Accounting, Business Planning, Start Ups, Management Consulting, Strategic Planning, Strategy, Tax, and Investments.

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