Post on 04-Feb-2016
description
Tim DoylePh: 317-819-6109E-mail: tdoyle@doz.net
Dauby O’Connor & ZaleskiA Limited Liability Company
Certified Public Accountants
DO
Z&
2
Your Challenge !
MyPassion?
My Gifts?
Needs to be done?
3
Differentiating…..
My most
Important issue
Firm 3Firm 2Firm 1
My 3rd most
Important issue
My 2nd most
Important issue
4
An example…….
Candidate 1
I want to work in a place where I’m
most comfortable
with the people
Very reputable
Firm
Challenged
Lead
Compensated well
Candidate 2
Trained well
Work environment
Pursue passions
beyond work
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Dauby O’Connor & Zaleski, LLC
• Public accounting firm
• 17 years / 50 employees
• Niched - 100% real estate clients focusing on Housing and Urban Development (HUD) audits and Low Income Housing Tax credit projects
• Perform audit and tax related services relative to clients located in 40 states
• We offer you the opportunity to be an expert in real estate!
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DO
Z&
A Firm’s Model creates Opportunity
7
DO
Z&
A Firm’s Model creates Opportunity
Market area is the entire
USA !
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DO
Z&
A Firm’s Model creates Opportunity
Market area is the entire
USA !
Work in > 40 states
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DO
Z&
A Firm’s Model creates Opportunity
Market area is the entire
USA !
1 Location
Work in > 40 states
10
DO
Z&
A Firm’s Model creates Opportunity
Market area is the entire
USA !
1 Location
Top 3 in the USA in its
niche market
Work in > 40 states
11
DO
Z&
A Firm’s Model creates Opportunity
Market area is the entire
USA !
1 Location
Top 3 in the USA in its
niche marketNational reputation as experts in Real Estate Finance / Accounting
Work in > 40 states
12
DO
Z&
A Firm’s Model creates Opportunity
Market area is the entire
USA !
1 Location
Top 3 in the USA in its
niche marketExcellent client referrals
National reputation as experts in Real Estate Finance / Accounting
Work in > 40 states
13
DO
Z&
A Firm’s Model creates Opportunity
Market area is the entire
USA !
1 Location
Top 3 in the USA in its
niche marketExcellent client referrals
National reputation as experts in Real Estate Finance / Accounting
95% proposal acceptance
rate
Work in > 40 states
14
DO
Z&
A Firm’s Model creates Opportunity
5% market share
Market area is the entire
USA !
1 Location
Top 3 in the USA in its
niche marketExcellent client referrals
National reputation as experts in Real Estate Finance / Accounting
95% proposal acceptance
rate
Work in > 40 states
15
DO
Z&
A Firm’s Model creates Opportunity
5% market share
Market area is the entire
USA !
1 Location
Top 3 in the USA in its
niche marketExcellent client referrals
National reputation as experts in Real Estate Finance/ Accounting
95% proposal acceptance
rate
Work in > 40 states
Doubling in 5 yrs
A “Day” in the Life …..
of a DOZ employee……
Dauby, O’Connor & Zaleski (DOZ)
TrainingClients
EvaluationsFun !
Committees
18
DOZ ORIENTATION
WelcomeKeys
Tour of OfficeSchedules
Meet DO&Z !
HR ORIENTATION
MAS 90Scheduling
Weekly Reports
TECHNOLOGY TRAINING
Network IntroductionSetting Up Travel Network
Phones
CHECKLISTS & ELECTRONICSUBMISSIONS
Final Foot Electronic Submission
ES websiteImportance of ES
ATB
SoftwareData Entry
Assigning Accounts
TENANT FILES – COMPLIANCE
WorkpaperOpen Items List
Recertification FormsSample Tenant File Tests
WORKPROGRAM &WORKPAPERS
Cash DisbursementsLegal Expense
Workpaper MasterSample Audit Testing
TAX
Tax PackagesFixed Asset Manager
1065s1040s
Training
19
Training - Career Development Plan
2004 Action ItemProgress in
2003
2004 Action
Steps
2004 Date to
Complete Resp.
1.
2.
3.
4.
5.
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Training – Mentoring
FocusCreating Measurable
goals in all areas of your life !
MeasuringSuccess
- “Monthly memo” - Evaluating results
Dauby, O’Connor & Zaleski (DOZ)
Training
ClientsEvaluations
Fun !
Committees
22
Clients
Andrew – 2nd yr Audit:
Greensboro, NC Chicago, IL
Phoenix, AZ Memphis, TN
Rockford, IL Knoxville, TN
Washington, D.C. Lansing, MI
Todd – 2nd yr Audit:
Virginia Beach, VA Las Vegas, NV
Robbie – Tax Intern:
• 600 hours over 3months (43 hrs/wk)
•200 tax returns
JC – Audit Intern:
Los Angeles, CA Raleigh, NC
Des Moines, IA Richmond, VA
Portland, ME Atlanta, GA
Los Angeles, CA Raleigh, NC
Pittsburgh, PA Louisville, KY
Memphis, TN Atlanta, GA
80 audits !
•1 Industry – over 15 different services !•15% travel year – around; much higher in busy season•Performing full audits in 6 months on your own !
Dauby, O’Connor & Zaleski (DOZ)
Training
Clients
EvaluationsFun !
Committees
24
CommitteeInvolvement
MentorsPeriodic
Evaluations Mgr
Discussion Meeting
CareerDevelopment
PlanUpward
Feedback
Partner’s Review
Salary & Benefits letter
Annual Review Discussion
CareerDevelopment
Plan
Partner Lunches
NewMentoring Approach/Training
“tickler” file
Dauby, O’Connor & Zaleski (DOZ)
Training
Clients
Evaluations Fun !
Committees
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Committees
• Recruiting
• Training
• Motivating !
• Scheduling
• Technology
• Marketing
• Work Programs/Workpapers
• Technical
• Evaluations
• Quality Control
• Tax Credits
• Arbitrage Rebate
Dauby, O’Connor & Zaleski (DOZ)
Training
Clients
Evaluations Fun !
Committees
28
Fun ! Nearly one third of employees are 25 or younger
Average work week: 40 hours off season
55 - 60 hours busy season
• Monthly picnics/barbeques during the summer at our office
• Firm sponsored teams including basketball, beach volleyball, and bowling outings
• First year staff interact with all levels of management
• Biweekly Busy Season “moral boosters” – best hat, “wildest” pants, plant growing contest, etc…..
• Christmas party / End of Busy season party
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The Challenge !
MyPassion?
My Gifts?
Needs to be done?