Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants
28
Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants D O Z & www.doz.net
-
Upload
matthew-randall -
Category
Documents
-
view
34 -
download
0
description
D. O. &. Z. Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants. www.doz.net. “Oh, the College costs” !. ““I recommend keep driving !”. “Taken to the cleaners!”. “A California dilemma”. “___________ grads?????”. - PowerPoint PPT Presentation
Transcript of Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants
Dauby O’Connor & Zaleski
A Limited Liability Company
Certified Public Accountants
DO
Z&
www.doz.net
“Oh, the College costs” !
““I recommend keep driving !”
“Taken to the cleaners!”
“A California dilemma”
“___________ grads?????”
What Attracted Gen-Xers?How they rated company features
Reference source: Journal of Accountancy Aug 2005 Issue
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
Advancement
Compensation
Reputation
Benefits
Training/development
Future earnings
Work/life balance
Job security
Fun/innovative culture
Other opportunities
What Attracted Gen-Xers?How they rated company features
Reference source: Journal of Accountancy Aug 2005 Issue0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
Advancement
Compensation
Reputation
Benefits
Training/development
Future earnings
Work/life balance
Job security
Fun/innovative culture
Other opportunities
What’s Most Important to Them? www.doz.net
Your Challenge !
MyPassion?
My Gifts?
Needs to be done?
Passionate ? - ``My dream is to own $1 billion a year in affordable housing''
Gifted ? - $$$$$ !
Need to be done ? –
“It would be easy for me to develop a housing community around a golf course or buy strip malls, but that's not how I want my book to go. ”— Shaquille O'Neal
Shaquille O'Neal
Dauby O’Connor & Zaleski, LLC
• Public accounting firm
• 18 years / 50 employees
1. Real Estate focused – become an expert ….
2. Travel opportunities - clients in
40 states – the biggest cities !
3. Aggressive growth and
advancement strategy
DO
Z&
A Firm’s Model creates Opportunity
DO
Z&
A Firm’s Model creates Opportunity
DO
Z&
A Firm’s Model creates Opportunity
Market area is the entire
USA !
DO
Z&
A Firm’s Model creates Opportunity
Market area is the entire
USA !
Work in > 40 states
DO
Z&
A Firm’s Model creates Opportunity
Market area is the entire
USA !
1 Location
Work in > 40 states
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
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
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
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
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
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 “Day In the Life”
• IU Grad – 5/03 / Start Date – 7/03 / Senior – 7/05
• Clients –
• Leadership – Head of Website Committee / Leads Recruit Committee Mtgs.
• Training – Teaches a few training classes
• Fun – 1 month off to travel in Europe
Basketball / Volleyball / Softball / 2 traveling tennis teams
“Office Olympics” / Monthly cookouts
Girls Tennis coach – local HS
Weekend Volunteer – Riley’s Children’s Hospital
Greensboro, NC Chicago, IL Silver Springs, MD New York, New York
Phoenix, AZ Memphis, TN Virginia Beach, VA Lexington, KY
Washington DC Lansing, MI Raleigh, NC Indpls, IN
Rockford, IL Knoxville, TN Los Angeles, CA
The Challenge !
MyPassion?
My Gifts?
Needs to be done?
Differentiating…..
My most
Important issue
Firm 3Firm 2Firm 1
My 3rd most
Important issue
My 2nd most
Important issue
www.doz.net
![Flannery O’Connor[1]](https://static.fdocuments.in/doc/165x107/577d26321a28ab4e1ea080c5/flannery-oconnor1.jpg)
