CBIZ Accounting, Tax, & Advisory Services Mayer Hoffman McCann, P.C.

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Presentation transcript:

CBIZ Accounting, Tax, & Advisory Services Mayer Hoffman McCann, P.C.

Philip Rootberg & Company, LLP Mayer Hoffman McCann, P.C. Rootberg Business Services, Inc. CBIZ Accounting, Tax & Advisory Services

- More than 80,000 clients - Approximately 5,000 employees - 59 reporting business units - 17 consolidated offices – over 150 total offices in 33 states What is CBIZ? Century Business Services, Inc. (CBIZ) is a leading provider of outsourced professional business services primarily focused on the small and mid-sized market in the United States.

What is Mayer Hoffman McCann, P.C.? Mayer Hoffman McCann, P.C. (MHM) is a national public accounting firm, 100% owned by individual CPA shareholders. MHM has a strategic alliance with CBIZ. - Audit - Reviews - Compilations - Forecasts/projections - Litigation support - Agreed-upon procedures

 Diversity of experience (not pigeon-holed).  Direct contact with partners and upper management.  Immediate client contact and responsibility.  Relaxed environment. Local Firm Advantages  Ability to advance more rapidly due to personal recognition. National Firm Advantages  National branding  Departmental/Geographical mobility.  Opportunity to specialize in certain industries.  Nationwide training and career development.  Competitive compensation and more comprehensive benefits.

Local Firm Advantages  Ability to advance more rapidly due to personal recognition (not just a number).  Diversity of experience (not pigeon-holed).  Direct contact with partners and upper management.  Immediate client contact and responsibility.  Relaxed environment. CBIZ  Have retained “Small Firm Atmosphere.”  We give staff immediate exposure to a broad range of areas and responsibilities.  Management meetings and “client teams.”  Staff interact with and become responsible for clients immediately.  Develop career at your own pace through the help of mentors.

National Firm Advantages  National name recognition.  Departmental/Geographical mobility.  Opportunity to specialize in certain industries.  Nationwide staff training and career development.  Competitive compensation and more comprehensive benefits. CBIZ  Rapid exposure nationally.  Expansion of Departments and CBIZ offices nationwide.  Full menu of specialization throughout affiliated firms.  National level staff seminars and CBIZ leadership workshops.  We compete with the large firms, and are able to offer other benefits such as a stock ownership program.

Audit Associate Client Attestation Audits Reviews Compilations Tax return preparation S Tax consulting IRS relations Strategic tax planning

Tax Associate Client Attestation Audits Reviews Compilations Tax return preparation S Tax consulting IRS relations Strategic tax planning Other Estate planning Gift tax returns Pension plans

NASDAQ: CBIZ