Talley & Company
Description
Address: 600 City Pkwy W #650, Orange, CA 92868 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (714) 867-2200Website: : : : : Place name: : : Category: Website: http://www.talleynco.com/ Category: Certified Public Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Talley & Company Posting publicly on the Web Write a review Reviews Be the first to review
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Talley & Company Employees
Employee
Years
Job
Industry
Melanie McCready Melanie McCready's Talley & Company Experience 1996 - 2000
Job Paralegal at McCready Paralegal Services
Industry Legal Services
Experience
octaxgeek.com January 2010 - Present
McCready Paralegal Services 2000 - Present
SendOutCards 2009 - October 2012
Talley & Company 1996 - 2000
Skills
Small Business, Customer Service
Education
Brigham Young University
English
University of California, Irvine
Paralegal
octaxgeek.com January 2010 - Present
McCready Paralegal Services 2000 - Present
SendOutCards 2009 - October 2012
Talley & Company 1996 - 2000
Skills
Small Business, Customer Service
Education
Brigham Young University
English
University of California, Irvine
Paralegal
Troy Erskine Jr. Troy Erskine Jr.'s Talley & Company Experience December 2014 - Present
Job Staff Accountant at Talley & Company
Industry Accounting
Experience
Talley & Company December 2014 - Present
Norman S. Wright Mechanical Equipment Corporation May 2011 - December 2014
Vector Marketing July 2009 - August 2009
Performance Transportation June 2007 - August 2008
Skills
Journal Entries, Depreciation, Mas 90, Peachtree, ProSeries, Sales & Use Tax, Sales Tax, Microsoft Dynamics SL, Payroll Taxes, Use Tax, Accpac, General Ledger, Bank Reconciliation, Accruals, Tax Preparation, Fixed Assets, Turbo Tax, Job Costing, Account Reconciliation, Construction Accounting, Accounts Receivable, Payroll, Sage, Sales, Microsoft Excel, Microsoft Word, Public Speaking
Education
California State University-Long Beach 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Santiago Canyon College 2011 — 2012
Northern Arizona University-The W. A. Franke College of Business 2009 — 2011
Accounting
Talley & Company December 2014 - Present
Norman S. Wright Mechanical Equipment Corporation May 2011 - December 2014
Vector Marketing July 2009 - August 2009
Performance Transportation June 2007 - August 2008
Skills
Journal Entries, Depreciation, Mas 90, Peachtree, ProSeries, Sales & Use Tax, Sales Tax, Microsoft Dynamics SL, Payroll Taxes, Use Tax, Accpac, General Ledger, Bank Reconciliation, Accruals, Tax Preparation, Fixed Assets, Turbo Tax, Job Costing, Account Reconciliation, Construction Accounting, Accounts Receivable, Payroll, Sage, Sales, Microsoft Excel, Microsoft Word, Public Speaking
Education
California State University-Long Beach 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Santiago Canyon College 2011 — 2012
Northern Arizona University-The W. A. Franke College of Business 2009 — 2011
Accounting
Thomas Champieux Thomas Champieux's Talley & Company Experience July 2011 - Present
Job Partner at Talley & Company
Industry Accounting
Experience
Talley & Company July 2011 - Present
Talley & Company August 2006 - July 2011
McKay & Carnahan Inc. April 1989 - August 2006
Grant Thornton LLP September 1984 - March 1989
Skills
GAAP, Mergers & Acquisitions, Accounting, Finance, Internal Controls, Tax, Auditing, Analysis, Budgets, Financial Statements, Corporate Tax, Financial Reporting, Financial Accounting, Management
Education
University of Southern California 1979 — 1983
Bachelor of Science in Business, Accounting
Talley & Company July 2011 - Present
Talley & Company August 2006 - July 2011
McKay & Carnahan Inc. April 1989 - August 2006
Grant Thornton LLP September 1984 - March 1989
Skills
GAAP, Mergers & Acquisitions, Accounting, Finance, Internal Controls, Tax, Auditing, Analysis, Budgets, Financial Statements, Corporate Tax, Financial Reporting, Financial Accounting, Management
Education
University of Southern California 1979 — 1983
Bachelor of Science in Business, Accounting
Ron Landau Ron Landau's Talley & Company Experience November 2012 - February 2014
Job Vice President, Tax at Prospect Mortgage, LLC
Industry Accounting
Experience
Prospect Mortgage, LLC February 2014 - Present
Talley & Company November 2012 - February 2014
KPMG January 2008 - July 2011
Deloitte Tax LLP 2002 - 2008
Arthur Andersen LLP 1999 - 2002
ARCO 1988 - 1994
Exxon 1982 - 1986
Skills
Real Estate Transactions, Intercompany..., FIN 48, Accounting, Mergers, Financial Structuring, Tax Law, Tax Accounting, Corporate Tax, International Tax, Income Tax, Tax, Tax Research, Transfer Pricing, Tax Advisory
Education
New York University School of Law 1986 — 1989
LLM, Taxation
Duke Law School 1979 — 1982
JD, Law
Rutgers College 1975 — 1979
BA, History
Prospect Mortgage, LLC February 2014 - Present
Talley & Company November 2012 - February 2014
KPMG January 2008 - July 2011
Deloitte Tax LLP 2002 - 2008
Arthur Andersen LLP 1999 - 2002
ARCO 1988 - 1994
Exxon 1982 - 1986
Skills
Real Estate Transactions, Intercompany..., FIN 48, Accounting, Mergers, Financial Structuring, Tax Law, Tax Accounting, Corporate Tax, International Tax, Income Tax, Tax, Tax Research, Transfer Pricing, Tax Advisory
Education
New York University School of Law 1986 — 1989
LLM, Taxation
Duke Law School 1979 — 1982
JD, Law
Rutgers College 1975 — 1979
BA, History
Carina S Reyes, CPA Carina S Reyes, CPA's Talley & Company Experience December 2013 - June 2014
Job Audit SemiSenior at SingerLewak LLP
Industry Accounting
Experience
SingerLewak LLP July 2014 - Present
Talley & Company December 2013 - June 2014
Wright Ford Young & Co. June 2011 - November 2013
Kling & Pathak LLP June 2010 - March 2011
ELLS CPAs & Business Advisors February 2010 - April 2010
Garcia Recycling Center & Metals, Inc. July 2004 - January 2010
Primerica Financial Services January 2008 - July 2008
Skills
Accounting, Tax Preparation, Financial Reporting, Team Leadership, Auditing, GAAP, Corporate Tax, Financial Analysis, QuickBooks, Internal Controls, CPA, Tax, Accounts Receivable, Financial Statements, General Ledger, Income Tax, Tax Accounting, Tax Returns
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2010
Bachelor's, Business Administration, Concentration in Accounting
Mater Dei High School 2000 — 2004
High School Diploma
SingerLewak LLP July 2014 - Present
Talley & Company December 2013 - June 2014
Wright Ford Young & Co. June 2011 - November 2013
Kling & Pathak LLP June 2010 - March 2011
ELLS CPAs & Business Advisors February 2010 - April 2010
Garcia Recycling Center & Metals, Inc. July 2004 - January 2010
Primerica Financial Services January 2008 - July 2008
Skills
Accounting, Tax Preparation, Financial Reporting, Team Leadership, Auditing, GAAP, Corporate Tax, Financial Analysis, QuickBooks, Internal Controls, CPA, Tax, Accounts Receivable, Financial Statements, General Ledger, Income Tax, Tax Accounting, Tax Returns
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2010
Bachelor's, Business Administration, Concentration in Accounting
Mater Dei High School 2000 — 2004
High School Diploma
Paulette Garcia Paulette Garcia's Talley & Company Experience March 2010 - June 2010
Job Aspiring Researcher/ Chapman University Graduate
Industry
Experience
Well Street Psychological Group October 2014 - Present
Chapman University Leatherby Libraries September 2010 - August 2014
Delhi Center October 2013 - July 2014
Ojai Music Festival May 2012 - June 2013
Talley & Company March 2010 - June 2010
Skills
Raiser's Edge, Microsoft Dynamics, Microsoft Excel, Microsoft Outlook, Microsoft Access, Microsoft Word, ILLiad, Millennium Circulation, Ariel, SPSS
Education
Chapman University 2010 — 2014
B.S. Business Administration Emphasis in Entrepreneurship, B.A. Psychology; Minor in French, Cum Laude
California State University-Fullerton
M.A. Psychology
Well Street Psychological Group October 2014 - Present
Chapman University Leatherby Libraries September 2010 - August 2014
Delhi Center October 2013 - July 2014
Ojai Music Festival May 2012 - June 2013
Talley & Company March 2010 - June 2010
Skills
Raiser's Edge, Microsoft Dynamics, Microsoft Excel, Microsoft Outlook, Microsoft Access, Microsoft Word, ILLiad, Millennium Circulation, Ariel, SPSS
Education
Chapman University 2010 — 2014
B.S. Business Administration Emphasis in Entrepreneurship, B.A. Psychology; Minor in French, Cum Laude
California State University-Fullerton
M.A. Psychology
Christina Pimentel Christina Pimentel's Talley & Company Experience August 2012 - Present
Job Audit Associate at Talley & Company
Industry Accounting
Experience
Talley & Company August 2012 - Present
Our Lady of Perpetual Help Parish July 2010 - July 2011
Skills
Accounting, Audits of Nonpublic..., Reviews, Compilation Of..., GAAP, Financial Statements, Audits of Employee..., Account Reconciliation, Financial Reporting, US GAAP, QuickBooks, Auditing, Management, PowerPoint, Financial Accounting, Financial Analysis, Microsoft Excel, Microsoft Word
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2011
Bachelor of Science (BS), Accounting
Talley & Company August 2012 - Present
Our Lady of Perpetual Help Parish July 2010 - July 2011
Skills
Accounting, Audits of Nonpublic..., Reviews, Compilation Of..., GAAP, Financial Statements, Audits of Employee..., Account Reconciliation, Financial Reporting, US GAAP, QuickBooks, Auditing, Management, PowerPoint, Financial Accounting, Financial Analysis, Microsoft Excel, Microsoft Word
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2011
Bachelor of Science (BS), Accounting
Shari Hill Shari Hill's Talley & Company Experience November 2005 - July 2007
Job Office Manager at Tomlin Benefit Planning
Industry Executive Office
Experience
Tomlin Benefit Planning, Inc. June 2014 - Present
Kernutt Stokes LLP August 2013 - April 2014
Raimondo Pettit Group 2007 - February 2013
Talley & Company November 2005 - July 2007
Skills
Administrative..., Office Administration, 10 Key, Microsoft Word, Microsoft Excel, Microsoft Office, Adobe Acrobat, Pagemaker, Photoshop, PowerPoint, Executive Support, Windows 7, Mac, Customer Service, Receptionist Duties, Accounts Payable, Accounting, Auditing, Tax
Education
California State University-Los Angeles 1983 — 1985
Child Development
Tomlin Benefit Planning, Inc. June 2014 - Present
Kernutt Stokes LLP August 2013 - April 2014
Raimondo Pettit Group 2007 - February 2013
Talley & Company November 2005 - July 2007
Skills
Administrative..., Office Administration, 10 Key, Microsoft Word, Microsoft Excel, Microsoft Office, Adobe Acrobat, Pagemaker, Photoshop, PowerPoint, Executive Support, Windows 7, Mac, Customer Service, Receptionist Duties, Accounts Payable, Accounting, Auditing, Tax
Education
California State University-Los Angeles 1983 — 1985
Child Development
Andrew Talley's Talley & Company Experience May 1989 - Present
Job Managing Partner at Talley & Company
Industry Accounting
Experience
Talley & Company May 1989 - Present
Scott Bankhead & Co September 1985 - December 1987
Deloitte September 1981 - September 1985
Skills
Estate Planning, Financial Planning, Accounting, Tax Preparation, Tax, Small Business, Auditing, Tax Returns, Tax Research, High Net Worth..., Entrepreneurship, LLC, Income Tax, Corporate Tax, Tax Accounting, Mergers & Acquisitions, Strategic Financial..., CPA, Tax Law, Start-ups, Strategic Planning
Education
California State University-Sacramento 1979 — 1981
MBA, Business
University of the Pacific - McGeorge School of Law 1978 — 1981
JD, Law
California State University-Long Beach - College of Business Administration 1975 — 1979
BS, Accounting
Talley & Company May 1989 - Present
Scott Bankhead & Co September 1985 - December 1987
Deloitte September 1981 - September 1985
Skills
Estate Planning, Financial Planning, Accounting, Tax Preparation, Tax, Small Business, Auditing, Tax Returns, Tax Research, High Net Worth..., Entrepreneurship, LLC, Income Tax, Corporate Tax, Tax Accounting, Mergers & Acquisitions, Strategic Financial..., CPA, Tax Law, Start-ups, Strategic Planning
Education
California State University-Sacramento 1979 — 1981
MBA, Business
University of the Pacific - McGeorge School of Law 1978 — 1981
JD, Law
California State University-Long Beach - College of Business Administration 1975 — 1979
BS, Accounting
Troy Abercrombie Troy Abercrombie's Talley & Company Experience October 1993 - Present
Job Audit Partner at Talley & Company
Industry Accounting
Experience
Talley & Company October 1993 - Present
Grant Thornton September 1984 - October 1993
Grant Thornton LLP September 1984 - October 1993
Skills
Auditing, Account Management, Internal Controls, Accounting, Financial Analysis, CPA, Mergers & Acquisitions, Financial Statements, Corporate Tax, Revenue Recognition, Financial Reporting, Forecasting, Cost Accounting, US GAAP, GAAP, Income Tax, Tax Accounting, SEC filings, QuickBooks, Tax, External Audit, Analysis, Tax Preparation
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1979 — 1984
BA, Accounting
Talley & Company October 1993 - Present
Grant Thornton September 1984 - October 1993
Grant Thornton LLP September 1984 - October 1993
Skills
Auditing, Account Management, Internal Controls, Accounting, Financial Analysis, CPA, Mergers & Acquisitions, Financial Statements, Corporate Tax, Revenue Recognition, Financial Reporting, Forecasting, Cost Accounting, US GAAP, GAAP, Income Tax, Tax Accounting, SEC filings, QuickBooks, Tax, External Audit, Analysis, Tax Preparation
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1979 — 1984
BA, Accounting
Layla Mora's Talley & Company Experience March 2015 - Present
Job Accountant at Group 11 Advisors affiliate of Talley & Company, Inc.
Industry Financial Services
Experience
Talley & Company March 2015 - Present
VAP Group, Inc. September 2014 - February 2015
AAA Solar Electric May 2013 - September 2014
NCM Demolition + Remediation March 2012 - May 2013
Classic Industries Inc. May 2011 - March 2012
Marine Corps Community Services June 2007 - May 2011
GYZOT MIAC June 2001 - February 2005
Skills
Financial Accounting, Account Reconciliation, Financial Reporting, General Ledger, Sarbanes-Oxley Act, Accounts Payable, Budgets, Accounts Receivable, Financial Analysis, Accounting, Bookkeeping, Accruals, Cash Management, Journal Entries, Fixed Assets, QuickBooks, Microsoft Excel, Variance Analysis, Balance, Financial Statements, Bank Reconciliation, Internal Controls, Financial Audits, Great Plains Software, Managerial Finance, Cash Flow Forecasting, Year-end Close, Invoicing, Teamwork, Sales Tax, Hyperion Enterprise, Job Costing, Process Improvement, Access, Expenses, Cash Flow, Office Management, Depreciation, CPA, Data Entry, Project Accounting, Outlook, Spreadsheets, Management, Payroll, Analysis, Leadership, Auditing, Strategic Planning, Microsoft Office
Education
Northcentral University 2012 — 2018
Doctor of Business, Business Administration and Management, General, 4.0
National University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
National University 2007 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Moscow Institute of Finance and Economics at Financial Academy under Government of Russian Federation 2001 — 2005
Bachelor's degree, Accounting and Finance
Talley & Company March 2015 - Present
VAP Group, Inc. September 2014 - February 2015
AAA Solar Electric May 2013 - September 2014
NCM Demolition + Remediation March 2012 - May 2013
Classic Industries Inc. May 2011 - March 2012
Marine Corps Community Services June 2007 - May 2011
GYZOT MIAC June 2001 - February 2005
Skills
Financial Accounting, Account Reconciliation, Financial Reporting, General Ledger, Sarbanes-Oxley Act, Accounts Payable, Budgets, Accounts Receivable, Financial Analysis, Accounting, Bookkeeping, Accruals, Cash Management, Journal Entries, Fixed Assets, QuickBooks, Microsoft Excel, Variance Analysis, Balance, Financial Statements, Bank Reconciliation, Internal Controls, Financial Audits, Great Plains Software, Managerial Finance, Cash Flow Forecasting, Year-end Close, Invoicing, Teamwork, Sales Tax, Hyperion Enterprise, Job Costing, Process Improvement, Access, Expenses, Cash Flow, Office Management, Depreciation, CPA, Data Entry, Project Accounting, Outlook, Spreadsheets, Management, Payroll, Analysis, Leadership, Auditing, Strategic Planning, Microsoft Office
Education
Northcentral University 2012 — 2018
Doctor of Business, Business Administration and Management, General, 4.0
National University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
National University 2007 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Moscow Institute of Finance and Economics at Financial Academy under Government of Russian Federation 2001 — 2005
Bachelor's degree, Accounting and Finance
Lorna Dertadian Lorna Dertadian's Talley & Company Experience
Job Manager at Talley & Company
Industry Accounting
Experience
Talley & Company
Skills
Tax, Income Tax, Tax Returns, Tax Preparation, Corporate Tax, Tax Accounting, Accounting, QuickBooks
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor's degree, Accounting
Talley & Company
Skills
Tax, Income Tax, Tax Returns, Tax Preparation, Corporate Tax, Tax Accounting, Accounting, QuickBooks
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor's degree, Accounting
Cecilia Ayala's Talley & Company Experience July 2007 - June 2012
Job Staff Accountant
Industry Accounting
Experience
Gerety & Associates 2015 - Present
Group 11 Advisors June 2012 - January 2015
Talley & Company July 2007 - June 2012
City of Santa Ana July 2000 - June 2005
Taller San Jose 2005 - 2005
Skills
Microsoft Office, Account Reconciliation, QuickBooks, Bookkeeping, Accounts Payable, Financial Reporting, Financial Statements, Microsoft Excel, Accounts Receivable, Payroll, Event Planning, Journal Entries, Payroll Taxes, Bank Reconciliation, Sales Tax, Expenses, Accounting, Financial Analysis
Education
Brandman University, Part of the Chapman University System 2012 — 2015
Bachelor of Business Administration, Accounting, Accounting
Gerety & Associates 2015 - Present
Group 11 Advisors June 2012 - January 2015
Talley & Company July 2007 - June 2012
City of Santa Ana July 2000 - June 2005
Taller San Jose 2005 - 2005
Skills
Microsoft Office, Account Reconciliation, QuickBooks, Bookkeeping, Accounts Payable, Financial Reporting, Financial Statements, Microsoft Excel, Accounts Receivable, Payroll, Event Planning, Journal Entries, Payroll Taxes, Bank Reconciliation, Sales Tax, Expenses, Accounting, Financial Analysis
Education
Brandman University, Part of the Chapman University System 2012 — 2015
Bachelor of Business Administration, Accounting, Accounting
Sara Siddiqi Sara Siddiqi's Talley & Company Experience September 2011 - Present
Job Attorney at Talley & Company
Industry Law Practice
Experience
Talley & Company September 2011 - Present
Horwood Marcus & Berk May 2010 - December 2010
Law Offices of Gregory P. Turza September 2007 - August 2009
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2012
L.L.M., Tax
Indiana University Robert H. McKinney School of Law 2002 — 2005
J.D., Law
Benedictine University 1998 — 2002
B.A., Political Science
Talley & Company September 2011 - Present
Horwood Marcus & Berk May 2010 - December 2010
Law Offices of Gregory P. Turza September 2007 - August 2009
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2012
L.L.M., Tax
Indiana University Robert H. McKinney School of Law 2002 — 2005
J.D., Law
Benedictine University 1998 — 2002
B.A., Political Science
Christian Nunez, CPA Christian Nunez, CPA's Talley & Company Experience January 2007 - January 2008
Job Regional Controller at The Brickman Group
Industry Accounting
Experience
The Brickman Group March 2014 - Present
Republic Services Inc May 2013 - March 2014
Republic Services Inc September 2011 - June 2013
Republic Services Inc October 2009 - September 2011
Raimondo Pettit Group January 2008 - May 2009
Talley & Company January 2007 - January 2008
Skills
Tax, Tax Returns, CPA, Financial Reporting, Accounting, Financial Statements, QuickBooks, Accounts Payable, GAAP, Financial Analysis, Auditing, Internal Controls, Internal Audit, Fixed Assets, General Ledger, Forecasting
Education
California State University-Fullerton - College of Business and Economics 2003 — 2007
Bachelor of Arts, Business Administration; Accounting
The Brickman Group March 2014 - Present
Republic Services Inc May 2013 - March 2014
Republic Services Inc September 2011 - June 2013
Republic Services Inc October 2009 - September 2011
Raimondo Pettit Group January 2008 - May 2009
Talley & Company January 2007 - January 2008
Skills
Tax, Tax Returns, CPA, Financial Reporting, Accounting, Financial Statements, QuickBooks, Accounts Payable, GAAP, Financial Analysis, Auditing, Internal Controls, Internal Audit, Fixed Assets, General Ledger, Forecasting
Education
California State University-Fullerton - College of Business and Economics 2003 — 2007
Bachelor of Arts, Business Administration; Accounting
Todd Tillman Todd Tillman's Talley & Company Experience January 1997 - Present
Job Talley & Co. Advice. Solutions. Results.
Industry Financial Services
Experience
Talley & Company January 1997 - Present
United States Marine Corps February 1981 - Present
Skills
Tax, Legal Assistance, Mergers, Mergers & Acquisitions, Income Tax, Tax Law, Auditing, Estate Planning, Strategic Planning, Due Diligence, Small Business, Financial Reporting, Accounting, QuickBooks, Legal Research, Legal Writing, Financial Analysis, Tax Preparation, Finance, Real Estate, Management, Microsoft Excel, Nonprofits, Strategic Leadership
Education
University of San Diego 1994 — 1996
Masters of Law - Taxation
Creighton University School of Law 1985 — 1988
Juris Doctor
Midland Lutheran College 1981 — 1985
B.S. Business Administration (Accounting)
Talley & Company January 1997 - Present
United States Marine Corps February 1981 - Present
Skills
Tax, Legal Assistance, Mergers, Mergers & Acquisitions, Income Tax, Tax Law, Auditing, Estate Planning, Strategic Planning, Due Diligence, Small Business, Financial Reporting, Accounting, QuickBooks, Legal Research, Legal Writing, Financial Analysis, Tax Preparation, Finance, Real Estate, Management, Microsoft Excel, Nonprofits, Strategic Leadership
Education
University of San Diego 1994 — 1996
Masters of Law - Taxation
Creighton University School of Law 1985 — 1988
Juris Doctor
Midland Lutheran College 1981 — 1985
B.S. Business Administration (Accounting)
Amy Lindow's Talley & Company Experience November 2006 - April 2009
Job Marketing Coordinator at Capin Crouse LLP
Industry Public Relations and Communications
Experience
Capin Crouse LLP August 2014 - Present
Cottonwood Church September 2011 - Present
Working Wardrobes July 2010 - December 2010
Icon Marketing March 2007 - July 2009
Talley & Company November 2006 - April 2009
Prudential California Realty June 2005 - November 2006
Bob Siemon Designs January 2005 - May 2005
RJM Consultants November 2002 - December 2004
Musical Theater Academy of Orange County January 2002 - May 2002
Skills
Marketing Communications, Press Releases, Email Marketing, Public Relations, Direct Marketing, Editing, Advertising, Leadership, Event Planning, Fundraising, Nonprofits, Marketing, Newsletters, Media Relations, Copywriting
Education
Chapman University 1999 — 2002
BA, Communications--PR Emphasis, Minor in Music
Capin Crouse LLP August 2014 - Present
Cottonwood Church September 2011 - Present
Working Wardrobes July 2010 - December 2010
Icon Marketing March 2007 - July 2009
Talley & Company November 2006 - April 2009
Prudential California Realty June 2005 - November 2006
Bob Siemon Designs January 2005 - May 2005
RJM Consultants November 2002 - December 2004
Musical Theater Academy of Orange County January 2002 - May 2002
Skills
Marketing Communications, Press Releases, Email Marketing, Public Relations, Direct Marketing, Editing, Advertising, Leadership, Event Planning, Fundraising, Nonprofits, Marketing, Newsletters, Media Relations, Copywriting
Education
Chapman University 1999 — 2002
BA, Communications--PR Emphasis, Minor in Music
Betty Hong's Talley & Company Experience 2000 - 2002
Job Tax Manager at BDO USA LLP
Industry Accounting
Experience
BDO USA LLP May 2010 - Present
BDO Seidman, LLP September 2006 - April 2010
Talley & Company 2000 - 2002
Skills
Tax, Accounting, FAS 5, FIN 48, Tax Preparation
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Accounting, Management Information Systems
Golden Gate University
MST, Taxation
BDO USA LLP May 2010 - Present
BDO Seidman, LLP September 2006 - April 2010
Talley & Company 2000 - 2002
Skills
Tax, Accounting, FAS 5, FIN 48, Tax Preparation
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Accounting, Management Information Systems
Golden Gate University
MST, Taxation
Robert Sandlin's Talley & Company Experience July 2006 - July 2007
Job Corporate Paralegal and Consultant
Industry Legal Services
Experience
AECOM June 2015 - Present
IPC The Hospitalist Company, Inc. July 2014 - November 2014
Platinum Equity October 2013 - April 2014
Self Employed October 2011 - December 2012
Strategic Tax & Financial Services Corp July 2007 - October 2011
Talley & Company July 2006 - July 2007
United Revenue Service January 1999 - June 2006
Skills
Accounting, Tax, Income Tax, Tax Preparation, Bookkeeping, Financial Reporting, QuickBooks, Tax Returns, Financial Accounting, Auditing, Corporate Tax, General Ledger, Customer Service, Paralegals, Business Strategy, Business Analysis, Small Business, Business Planning, Client Development, Estate Planning, Finance, Real Estate, Tax Law, Corporate Law, Mergers & Acquisitions, Financial Statements, Due Diligence, Corporate Governance, Management, Legal Writing, Legal Research, Litigation
Education
Western State University College of Law 1995 — 1997
California State University-Long Beach 1989 — 1994
Accounting
Pepperdine University, The George L. Graziadio School of Business and Management
AECOM June 2015 - Present
IPC The Hospitalist Company, Inc. July 2014 - November 2014
Platinum Equity October 2013 - April 2014
Self Employed October 2011 - December 2012
Strategic Tax & Financial Services Corp July 2007 - October 2011
Talley & Company July 2006 - July 2007
United Revenue Service January 1999 - June 2006
Skills
Accounting, Tax, Income Tax, Tax Preparation, Bookkeeping, Financial Reporting, QuickBooks, Tax Returns, Financial Accounting, Auditing, Corporate Tax, General Ledger, Customer Service, Paralegals, Business Strategy, Business Analysis, Small Business, Business Planning, Client Development, Estate Planning, Finance, Real Estate, Tax Law, Corporate Law, Mergers & Acquisitions, Financial Statements, Due Diligence, Corporate Governance, Management, Legal Writing, Legal Research, Litigation
Education
Western State University College of Law 1995 — 1997
California State University-Long Beach 1989 — 1994
Accounting
Pepperdine University, The George L. Graziadio School of Business and Management
Frank Weber's Talley & Company Experience March 2015 - Present
Job Director Talley & Co.
Industry Accounting
Experience
Talley & Company March 2015 - Present
Northern Trust Corporation January 2011 - March 2015
California Republic Bank February 2009 - January 2011
White, Nelson & Co., LLP September 1999 - February 2009
Wells Fargo Bank September 1989 - September 1999
Skills
Commercial Lending, Financial Analysis, Mergers, Asset Based Lending, Portfolio Management, Mergers & Acquisitions, Credit, Finance, Investments, Banking, Private Equity, Financial Modeling, Due Diligence, Risk Management, Loans, Valuation, Treasury Management, Corporate Finance, Restructuring, Cash Management, Credit Analysis, Capital Markets, Small Business Lending, Commercial Banking, Business Development, Financial Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1997
MBA, Management
California State University-Fullerton 1977 — 1982
BA, Finance
Talley & Company March 2015 - Present
Northern Trust Corporation January 2011 - March 2015
California Republic Bank February 2009 - January 2011
White, Nelson & Co., LLP September 1999 - February 2009
Wells Fargo Bank September 1989 - September 1999
Skills
Commercial Lending, Financial Analysis, Mergers, Asset Based Lending, Portfolio Management, Mergers & Acquisitions, Credit, Finance, Investments, Banking, Private Equity, Financial Modeling, Due Diligence, Risk Management, Loans, Valuation, Treasury Management, Corporate Finance, Restructuring, Cash Management, Credit Analysis, Capital Markets, Small Business Lending, Commercial Banking, Business Development, Financial Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1997
MBA, Management
California State University-Fullerton 1977 — 1982
BA, Finance
Patty Hansen's Talley & Company Experience August 2010 - July 2013
Job Accounting Manager with cloud based experience QBOnline, Xero Certified and Certified Quickbooks Pro Advisor
Industry Financial Services
Experience
Team One Accounting - Bookkeeping and Business Support Services January 2002 - Present
Talley & Company August 2010 - July 2013
Creative Productions November 2009 - December 2011
Lightbearers Ministries 2006 - 2011
John A Graham, CPA December 2008 - May 2009
Omnicraft Enterprises January 2008 - August 2008
Treasure Valley Tax January 2008 - April 2008
Wubell Services, Inc June 2001 - February 2002
Mother's Market & Kitchen November 1987 - May 2001
Skills
Certified Pro Advisor..., Accounting, Bookkeeping, QuickBooks, Tax Preparation, Cash Management, Cost Accounting, Auditing, Tax, Sales Tax, Financial Statements, Budgets, Microsoft Office, Quicken, Small Business, Account Reconciliation, Nonprofits, Strategic Financial..., Analysis, Financial Accounting, Income Tax, Financial Analysis, Tax Accounting, Revenue Recognition, Peachtree, Accounts Payable, Accounts Receivable, Tax Returns, Time Management, General Ledger, Fixed Assets, Corporate Tax, Payroll Taxes, Intacct, GAAP, Evangelism, Ministry Leadership, Financial Planning
Education
Cal State Polytechnic University
with Honors, Nutrition and Chemistry
California State Polytechnic University-Pomona
Bachelor's degree
Team One Accounting - Bookkeeping and Business Support Services January 2002 - Present
Talley & Company August 2010 - July 2013
Creative Productions November 2009 - December 2011
Lightbearers Ministries 2006 - 2011
John A Graham, CPA December 2008 - May 2009
Omnicraft Enterprises January 2008 - August 2008
Treasure Valley Tax January 2008 - April 2008
Wubell Services, Inc June 2001 - February 2002
Mother's Market & Kitchen November 1987 - May 2001
Skills
Certified Pro Advisor..., Accounting, Bookkeeping, QuickBooks, Tax Preparation, Cash Management, Cost Accounting, Auditing, Tax, Sales Tax, Financial Statements, Budgets, Microsoft Office, Quicken, Small Business, Account Reconciliation, Nonprofits, Strategic Financial..., Analysis, Financial Accounting, Income Tax, Financial Analysis, Tax Accounting, Revenue Recognition, Peachtree, Accounts Payable, Accounts Receivable, Tax Returns, Time Management, General Ledger, Fixed Assets, Corporate Tax, Payroll Taxes, Intacct, GAAP, Evangelism, Ministry Leadership, Financial Planning
Education
Cal State Polytechnic University
with Honors, Nutrition and Chemistry
California State Polytechnic University-Pomona
Bachelor's degree
Lynn Janzen's Talley & Company Experience 2006 - Present
Job Senior Audit Accountant at Talley & Company
Industry Accounting
Experience
Talley & Company 2006 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
BA, Accounting
Talley & Company 2006 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
BA, Accounting
Thundarr Shaw's Talley & Company Experience May 2011 - November 2012
Job Accountant
Industry Computer Software
Experience
JustEnough Software Corporation 2013 - Present
Talley & Company May 2011 - November 2012
Skills
Income Tax, Accounting, QuickBooks, Financial Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Tax, Tax Preparation
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2011
Bachelor's degree, Accounting
Orange Coast College 2007 — 2009
Associate's degree, Business Administration, Management and Operations
JustEnough Software Corporation 2013 - Present
Talley & Company May 2011 - November 2012
Skills
Income Tax, Accounting, QuickBooks, Financial Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Tax, Tax Preparation
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2011
Bachelor's degree, Accounting
Orange Coast College 2007 — 2009
Associate's degree, Business Administration, Management and Operations
Christopher Beltran's Talley & Company Experience June 2015 - Present
Job Staff Auditor at Talley and Company
Industry Accounting
Experience
Talley & Company June 2015 - Present
Crowe Horwath LLP January 2014 - June 2015
Talley & Company September 2013 - December 2013
Crowe Horwath LLP January 2013 - March 2013
Bayview Service Group September 2009 - August 2011
Skills
Auditing, GAAP, Internal Controls, Accounting
Education
California State University-San Bernardino 2012 — 2013
Master's Degree, Accounting, 3.8
University of Redlands 2005 — 2007
Bachelor's Degree, Business Administration, 3.4
Talley & Company June 2015 - Present
Crowe Horwath LLP January 2014 - June 2015
Talley & Company September 2013 - December 2013
Crowe Horwath LLP January 2013 - March 2013
Bayview Service Group September 2009 - August 2011
Skills
Auditing, GAAP, Internal Controls, Accounting
Education
California State University-San Bernardino 2012 — 2013
Master's Degree, Accounting, 3.8
University of Redlands 2005 — 2007
Bachelor's Degree, Business Administration, 3.4
Cindi Walte's Talley & Company Experience March 2007 - January 2010
Job Administrative Assistant at Phoenix Energy Technologies
Industry Information Services
Experience
Phoenix Energy Technologies March 2013 - Present
Phoenix Energy Technologies September 2010 - March 2013
Talley & Company March 2007 - January 2010
Aerial Photomapping Services July 2003 - February 2007
Skills
Project Management, Salesforce.com, Prospect Research, Reports, Travel Arrangements, Data Entry, PowerPoint, Customer Service, Proposal Writing, Microsoft Office, Training, Microsoft Excel, QuickBooks
Education
Santa Ana College 2010 — 2011
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Fresno High School
Phoenix Energy Technologies March 2013 - Present
Phoenix Energy Technologies September 2010 - March 2013
Talley & Company March 2007 - January 2010
Aerial Photomapping Services July 2003 - February 2007
Skills
Project Management, Salesforce.com, Prospect Research, Reports, Travel Arrangements, Data Entry, PowerPoint, Customer Service, Proposal Writing, Microsoft Office, Training, Microsoft Excel, QuickBooks
Education
Santa Ana College 2010 — 2011
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Fresno High School