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On-Demand Webinar:
Financials for Bonding 101

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Register now

We'll email you the link for the webinar so you can watch it when it's most convenient for you.

What You'll Learn:

  • How to prepare surety-ready financials
  • Key reports to track in QuickBooks
  • Best practices for WIP schedules
  • Common red flags that hurt bonding

Your financials could be the key to bigger jobs and stronger bonding—but only if they tell the right story.
Even experienced contractors can find themselves stuck with limited bonding because their reports don’t reflect the full strength of their business. This on-demand webinar shows you how to change that—with practical steps to clean up your reporting and improve how your business is seen by sureties.

What you’ll gain:
Hear from CPAs Webb Shepard and Mike Misano as they demystify bonding expectations and explain how to create financials that build trust. From WIP schedules to QuickBooks tips, you’ll learn what matters most—and how to take control of your financial presentation without overhauling your entire system.

Meet Your Hosts

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Webb Shephard, CPA
Partner

Webb is a seasoned CPA and consultant with over a decade of specialized experience in the construction and governmental sectors, recognized for his comprehensive services in assurance, tax planning, and compliance, backed by his active involvement in industry groups such as CICPAC and CFMA. 

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Michael Messano, CPA
Senior Manager

Michael possesses over five years of professional experience in accounting and auditing, where he oversees project phases, including fieldwork supervision, risk assessment, and engagement strategy. His expertise is concentrated on serving clients within the construction, manufacturing, and nonprofit sectors.

Who We Are

Since 1964, James Moore & Co. has helped businesses and organizations nationwide reach their financial and operational goals. We’re best known for our commitment to bold solutions, diverse thinking and commitment to helping our clients succeed. With teams specialized in key industries like construction, healthcare, manufacturing, nonprofits, higher education, government and more, we’re able to bring knowledge from a wide spectrum of business models and put it to work for you. We’ll help you start feeling confident and secure with:

  • Tax Planning & Compliance
  • Assurance
  • QuickBooks & Accounting Support
  • Business Advisory
  • Transition Planning
  • HR Solutions
  • Technology Services
  • Wealth Management Solutions
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