All credential/designation holders must be members of the AICPA or CIMA and meet specific experience, education, and ethics requirements. Credential/designation holders are bound by high professional and ethical standards and are required to continue professional development.
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ABV - Accredited in Business Valuations Credential
CVFI - Certified in Valuation of Financial Ins
CFF - Certified in Financial Forensics Credential
CITP - Certified Information Technology Profession
PFS - Personal Financial Specialist Credential
CGMA - Chartered Global Management Accountant Designation
MiP - Members in Practice
FCMA
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All Areas of Expertise
Accounting and Financial Reporting
Accounting and Financial Reporting - Accounting Compliance and Reporting (IFRS)
Accounting and Financial Reporting - Accounting Compliance and Reporting (Private Companies)
Accounting and Financial Reporting - Accounting Compliance and Reporting (US)
Accounting and Financial Reporting - Financial Instruments
Accounting and Financial Reporting - Integrated Reporting
Accounting and Financial Reporting - Internal Control over Financial Reporting
Accounting and Financial Reporting - SEC Regulatory Compliance and Reporting
Accounting and Financial Reporting - Sustainability
Accounting and Financial Reporting - XBRL
Advisory/Consulting
Advisory/Consulting - Performing an Advisory Engagement (planning, performance, reporting, QC)
Assurance (audit and attest for non-public entities specifically)
Assurance (audit and attest for non-public entities specifically) - Performing an Attest Engagement (planning, fieldwork, reporting, QC)
Assurance (audit and attest for non-public entities specifically) - Performing an Audit (planning, fieldwork, reporting, QC)
Compilation and Review
Compilation and Review - Performing a Review (planning, performance, reporting, QC)
Corporate Governance
Corporate Governance - Audit Committee
Employee Benefit Plans
Employee Benefit Plans - 401(k) Defined Contribution Plans
Employee Benefit Plans - 403(b) Defined Contribution Plans
Employee Benefit Plans - Auditory Independence (DOL, AICPA, SEC)
Employee Benefit Plans - Defined Benefit Plans
Employee Benefit Plans - EBP Fraud
Employee Benefit Plans - EBP Internal Controls (including Service Organization Control (SOC) 1 reports)
Employee Benefit Plans - EBP Plan Investments and Fair Value
Employee Benefit Plans - Employee Stock Ownership Plans (ESOPs)
Employee Benefit Plans - ERISA Plan Financial Statement Audits (including Limited Scope Audits)
Employee Benefit Plans - ERISA, DOL and IRS Regulations for EBPs (including Plan Design and IRS Qualification Rules and Test)
Employee Benefit Plans - Form 11-k Plan (SEC) Filers
Employee Benefit Plans - Form 5500 Reporting
Employee Benefit Plans - Health and Welfare Plans
Employee Benefit Plans - Multiemployer plans
Employee Benefit Plans - Parties-in-Interest/Prohibited Transactions
Employee Benefit Plans - Payroll Audits (Related to Multiemployer Plans)
Ethics
Firm Practice Management
Firm Practice Management - Financial and Admin Operations
Firm Practice Management - Human Capital
Firm Practice Management - Marketing
Firm Practice Management - Practice Growth and Client Service
Firm Practice Management - Strategy and Planning
Firm Practice Management - Succession Planning
Forensic and Valuation Services
Forensic and Valuation Services - Bankruptcy & Reorganization
Forensic and Valuation Services - Business Economic Damages
Forensic and Valuation Services - Electronic Data Analysis
Forensic and Valuation Services - Employee Stock Ownership Plans (ESOPs)
Forensic and Valuation Services - Engagement Planning & Preparation and Information Gathering & Preservation
Forensic and Valuation Services - Expert Witness Testimony
Forensic and Valuation Services - Fair Value for Financial Reporting
Forensic and Valuation Services - Family Law & Divorce
Forensic and Valuation Services - Financial Instruments
Forensic and Valuation Services - Financial Statement Misrepresentation
Forensic and Valuation Services - Fraud Prevention, Detection & Response
Forensic and Valuation Services - Gift & Estate Income Tax, FLPs & LLPs
Forensic and Valuation Services - Individual Damages
Forensic and Valuation Services - Intellectual Property Valuation & Infringement
Forensic and Valuation Services - M&A Due Diligence & Stakeholder Dispute Resolution
Forensic and Valuation Services - Practice Management
Forensic and Valuation Services - Report Preparation
Forensic and Valuation Services - Valuation Methods, Approaches, and Analysis
Governmental
Governmental - Accounting Compliance and Reporting under GASB
Governmental - Auditory Involvement with Municipal Securities Filings
Governmental - Circular A-133 Audit Considerations
Governmental - Compliance Audits
Governmental - Government Auditing Standards
Governmental - Governmental Financial Statement Audit Considerations
Governmental - HUD Audits (for-profits)
Governmental - Internal Control over Compliance
Governmental - Internal Control over Financial Reporting
Governmental - Special-Purpose Framework Considerations
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Industry - Professional, Scientific and Technical Services (including Business Services)
Industry - Real Estate and Rental and Leasing
Industry - Transportation and Warehousing
Industry - Utilities
Industry - Wholesale and Retail Trade
Information Management and Technology Assurance
Information Management and Technology Assurance - Business Intelligence
Information Management and Technology Assurance - Cloud Computing
Information Management and Technology Assurance - Computer Fraud
Information Management and Technology Assurance - Cybersecurity
Information Management and Technology Assurance - Information Management
Information Management and Technology Assurance - IT & Integrated Audits
Information Management and Technology Assurance - IT Risk Management and Internal Controls
Information Management and Technology Assurance - Service Organization Controls
Management Accounting
Management Accounting - Accounting Operations Management
Management Accounting - Business Acumen, People and Leadership Skills
Management Accounting - Business Planning, Budgeting and Forecasting
Management Accounting - Corporate Finance and Treasury Management
Management Accounting - Ethics
Management Accounting - Financial Accounting and Reporting
Management Accounting - Human Resource and Talent Management
Management Accounting - Information Systems and Management
Management Accounting - International Business
Management Accounting - Mergers and Acquisitions
Management Accounting - Performance and Cost Management, Analysis and Control
Management Accounting - Risk Management and Internal Control
Management Accounting - Strategy and Governance
Management Accounting - Tax Compliance, Planning and Strategy
Other
Other - Accounting Education
Other - Legal Services
Peer Review
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Cash Flow Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Charitable Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Closely Held Business Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Education Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Elder Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Employee Benefits/Executive Compensation
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Estate, Gift and Wealth Transfer Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Fundamental Financial Planning Knowledge & Skills
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Individual Tax Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Insurance Planning/Risk Management Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Integrated Personal Financial Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Investment Planning (without AUM or product sales)
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Retirement Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Wealth Management/Investment Advisory Services
Tax
Tax - C Corporation Income Taxation
Tax - Employee Benefits
Tax - Individual Income Taxation
Tax - International Tax
Tax - IRS Practice & Procedure
Tax - Partnership Taxation
Tax - S Corporation Income Taxation
Tax - State & Local Tax
Tax - Tax Ethics & Standards
Tax - Tax Exempt Organizations
Tax - Tax Practice Management
Tax - Taxation of Estates and Trusts
Book-keeping/accounting
Business planning/budgeting
Business process improvement
Business tax planning/advice
Cash flow management/treasury
Company secretarial matters
Contribution/profit analysis
Cost reduction
Costing/accounting systems
TCSP
External financial reporting
Funding to businesses
Interim management
Internal audit/risk analysis
Management performance reports
Payroll/NI/PAYE administration
Personal tax planning/advice