100+ Qualifications

CPA (US)
Certified Public Accountants (CPA-US)
EA
Enrolled Agents (EA)
AFSP
Annual Filing Season Program (AFSP)
CIA
Certified Internal Auditors (CIA)
SHRM
SHRM Professionals
CRTP
California Registered Tax Preparers (CRTP)
CMA
Certified Management Accountants (CMA)
CPP
Certified Payroll Professional (CPP)
HRCI
Human Resource Certification Institute (HRCI)
CPA/ABV
Accredited in Business Valuation (ABV)
CPA/PFS
Personal Financial Specialist (PFS)
CGMA
Chartered Global Management Accountants (CGMA)
CFP® (US)
Certified Financial Planner (CFP-US)
CFA
Chartered Financial Analyst (CFA)
CFE
Certified Fraud Examiner (CFE)
DE LPA
Delaware Licensed Public Accountant (DE-LPA)
CGFM
Certified Government Financial Manager (CGFM)
ChFC
Chartered Financial Consultant (ChFC)
ORTP
Oregon Registered Tax Preparers (ORTP)
CPA/CITP
Certified Information Technology Professionals (CITP)
CISA
Certified Information Systems Auditor (CISA)
IAP
Internal Audit Practitioner (IAP)
CISM
Certified Information Security Manager (CISM)
CRISC
Certified in Risk and Information System Control (CRISC)
ERPA
Enrolled Retirement Plan Agent (ERPA)
CWS
Certified Wealth Strategist (CWS)
TEP
Trust and Estate Practitioners (TEP)
CFIRS
Certified Fiduciary and Investment Risk Specialist (CFIRS)
RICP
Retirement Income Certified Professional (RICP)
CRMA
Certification in Risk Management Assurance (CRMA)
CIMA
Certified Investment Management Analyst (CIMA)
FPC
Fundamental Payroll Certification (FPC)
CDFA
Certified Divorce Financial Analyst (CDFA)
PMP
Project Management Professional (PMP)
CPA/CFF
Certified Financial Forensics (CFF)
CICA
Certified Internal Controls Auditor (CICA)
CPWA
Certified Private Wealth Advisor (CPWA)
CVA
Certified Valuation Analyst (CVA)
FSCP
Financial Services Certified Professional (FSCP)
MAFF
Master Analyst In Financial Forensics (MAFF)
CTP
Certified Treasury Professional (CTP)
QIAL
Qualification in Internal Audit Leadership (QIAL)
FRM
Financial Risk Manager (FRM)
IA LPA
Iowa Licensed Public Accountant (IA-LPA)
Maryland Tax Preparer
Maryland Tax Preparer (MRTP)
CGAP
Certified Government Auditing Professional (CGAP)
CLU
Chartered Life Underwriter (CLU)
ME LPA
Maine Licensed Public Accountant (ME-LPA)
CCS
Certified Controls Specialist (CCS)
CAP
Chartered Advisor in Philanthropy (CAP)
RMA
Retirement Management Advisor (RMA)
CSA
Certified Senior Advisor (CSA)
CASL
Chartered Advisor in Senior Living (CASL)
ChSNC
Chartered Special Needs Consultant (ChSNC)
CBA/MCBA
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
FPAC
Certified FP&A Professional (FP&A)
CLF
Chartered Leadership Fellow (CLF)

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500+ Subject Areas
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Mandatory Ethics Courses
250+ Compliance Packages
100+ Advanced Certification Programs
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Insights - CPE Approved News Articles
Audio Based Courses
Compliance Tracking and Report
Mobile App Access (iOS and Android)
Podcasts with Industry Leaders
Trending Course and Latest Updates
Access to Communities
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Jim Hall

4.5 / 5

Founded Tally Street, a new venture to help small businesses grow revenues and avoid write-offs using a SaaS-based virtual analyst. Experience gained during 25 years of working with small business owners, accountants, and business consultants provides me with a unique perspective on cash flow, growth, and loss avoidance.

Experienced Founder with a demonstrated history of working in the financial services industry. Skilled in Commercial Lending, Investment Strategies, Loans, Underwriting, and Real Estate. Strong business development professional with a Graduate Degree focused in Banking from Pacific Coast Banking School.