Steve Moss Cpa, Cgma

Steve Moss Cpa, Cgma Email and Phone Number

Entrepreneur | CPA | Tax Planning & Strategy | Leadership Team Coach | Certified in Business Tools: Gazelles / Scaling Up / Rockefeller Habits / Metronomics 3HAG Way @ Holden Moss Certified Public Accountants
Steve Moss Cpa, Cgma's Location
Raleigh, North Carolina, United States, United States
Steve Moss Cpa, Cgma's Contact Details
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

Steve Moss Cpa, Cgma's Current Company Details
Holden Moss Certified Public Accountants

Holden Moss Certified Public Accountants

View
Entrepreneur | CPA | Tax Planning & Strategy | Leadership Team Coach | Certified in Business Tools: Gazelles / Scaling Up / Rockefeller Habits / Metronomics 3HAG Way
Steve Moss Cpa, Cgma Work Experience Details
  • Holden Moss Certified Public Accountants
    Partner
    Holden Moss Certified Public Accountants Sep 1975 - Present
    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.
  • Hatteras Funds
    Independent Director
    Hatteras Funds 2003 - Present
    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.
  • North Carolina State Board Of Cpa Examiners
    Member Of Board (And President)
    North Carolina State Board Of Cpa Examiners Jun 1983 - May 1989
    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.

Steve Moss Cpa, Cgma Skills

Accounting Business Planning Start Ups Management Consulting Strategic Planning Strategy Tax Investments Strategic Financial Planning Cpa Tax Accounting Financial Analysis Due Diligence Business Valuation Business Advisory S Corporations Corporate Tax Tax Preparation Income Tax Financial Accounting Financial Modeling Partnership Taxation Mergers And Acquisitions Tax Research Financial Reporting Gaap Cch Prosystem Fx Portfolio Management Alternative Investments Financial Audits Private Equity

Steve Moss Cpa, Cgma Education Details

  • University Of North Carolina At Chapel Hill
    University Of North Carolina At Chapel Hill
    Accounting
  • Henderson High School, Henderson, Nc
    Henderson High School, Henderson, Nc

Frequently Asked Questions about Steve Moss Cpa, Cgma

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 the current company?

Steve Moss Cpa, Cgma's current role is Entrepreneur | CPA | Tax Planning & Strategy | Leadership Team Coach | Certified in Business Tools: Gazelles / Scaling Up / Rockefeller Habits / Metronomics 3HAG Way.

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

Steve Moss Cpa, Cgma's email address is sm****@****oss.com

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

Steve Moss Cpa, Cgma's direct phone number is +125249*****

What schools did Steve Moss Cpa, Cgma attend?

Steve Moss Cpa, Cgma attended University Of North Carolina At Chapel Hill, Henderson High School, Henderson, Nc.

What are some of Steve Moss Cpa, Cgma's interests?

Steve Moss Cpa, Cgma has interest in Winston Churchill, Learning Anything New, Distressed Business Planning, Fly Fishing, Carnivorous Plants, William Manchester, Education, Strategic Planning, Orchids, Travel.

What skills is Steve Moss Cpa, Cgma known for?

Steve Moss Cpa, Cgma has skills like Accounting, Business Planning, Start Ups, Management Consulting, Strategic Planning, Strategy, Tax, Investments, Strategic Financial Planning, Cpa, Tax Accounting, Financial Analysis.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.