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Tim Doyle Ph: 317-819-6109 E-mail: tdoyle@doz

D. O. &. Z. Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants. Tim Doyle Ph: 317-819-6109 E-mail: tdoyle@doz.net. Your Challenge !. My Gifts?. My Passion?. Needs to be done?. Differentiating…. Firm 3. Firm 2. Firm 1. My most

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Tim Doyle Ph: 317-819-6109 E-mail: tdoyle@doz

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  1. D O & Z Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants Tim Doyle Ph: 317-819-6109 E-mail: tdoyle@doz.net

  2. Your Challenge ! My Gifts? My Passion? Needs to be done?

  3. Differentiating….. Firm 3 Firm 2 Firm 1 My most Important issue My 2nd most Important issue My 3rd most Important issue

  4. An example……. Candidate 1 Candidate 2 I want to work in a place where I’m most comfortable with the people Very reputable Firm Pursue passions beyond work Challenged Lead Trained well Work environment Compensated well

  5. 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!

  6. D O & Z A Firm’s Model creates Opportunity

  7. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA !

  8. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states

  9. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states 1 Location

  10. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states 1 Location Top 3 in the USA in its niche market

  11. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states 1 Location Top 3 in the USA in its niche market National reputation as experts in Real Estate Finance / Accounting

  12. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance / Accounting

  13. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states 95% proposal acceptance rate 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance / Accounting

  14. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! 5% market share Work in > 40 states 95% proposal acceptance rate 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance / Accounting

  15. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Doubling in 5 yrs 5% market share Work in > 40 states 95% proposal acceptance rate 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance/ Accounting

  16. A “Day” in the Life …..of a DOZ employee……

  17. Dauby, O’Connor & Zaleski (DOZ) Training Committees Clients Evaluations Fun !

  18. Training CHECKLISTS & ELECTRONIC SUBMISSIONS Final Foot Electronic Submission ES website Importance of ES DOZ ORIENTATION Welcome Keys Tour of Office Schedules Meet DO&Z ! WORKPROGRAM & WORKPAPERS Cash Disbursements Legal Expense Workpaper Master Sample Audit Testing ATB Software Data Entry Assigning Accounts HR ORIENTATION MAS 90 Scheduling Weekly Reports TAX Tax Packages Fixed Asset Manager 1065s 1040s TENANT FILES – COMPLIANCE Workpaper Open Items List Recertification Forms Sample Tenant File Tests TECHNOLOGY TRAINING Network Introduction Setting Up Travel Network Phones

  19. Progress in 2003 2004 Action Steps 2004 Action Item Training - Career Development Plan 2004 Date to Complete Resp. 1. 2. 3. 4. 5.

  20. Training – Mentoring Focus Creating Measurable goals in all areas of your life ! Measuring Success - “Monthly memo” - Evaluating results

  21. Dauby, O’Connor & Zaleski (DOZ) Committees Training Clients Evaluations Fun !

  22. Los Angeles, CA Raleigh, NC Pittsburgh, PA Louisville, KY Memphis, TN Atlanta, GA Phoenix, AZ Memphis, TN Los Angeles, CA Raleigh, NC Washington, D.C. Lansing, MI Des Moines, IA Richmond, VA Rockford, IL Knoxville, TN Portland, ME Atlanta, GA Clients • 1 Industry – over 15 different services ! • 15% travel year – around; much higher in busy season • Performing full audits in 6 months on your own ! Todd – 2nd yr Audit: Virginia Beach, VA Las Vegas, NV Andrew – 2nd yr Audit: Greensboro, NC Chicago, IL JC – Audit Intern: • Robbie – Tax Intern: • 600 hours over 3months (43 hrs/wk) • 200 tax returns 80 audits !

  23. Dauby, O’Connor & Zaleski (DOZ) Committees Training Clients Evaluations Fun !

  24. Partner’s Review Partner Lunches “tickler” file Mgr Discussion Meeting Career Development Plan Periodic Evaluations Committee Involvement Upward Feedback Mentors Salary & Benefits letter Annual Review Discussion New Mentoring Approach/Training Career Development Plan

  25. Dauby, O’Connor & Zaleski (DOZ) Committees Training Clients Fun ! Evaluations

  26. Committees • Recruiting • Training • Motivating ! • Scheduling • Technology • Marketing • Work Programs/Workpapers • Technical • Evaluations • Quality Control • Tax Credits • Arbitrage Rebate

  27. Dauby, O’Connor & Zaleski (DOZ) Committees Training Clients Fun ! Evaluations

  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

  29. The Challenge ! My Gifts? My Passion? Needs to be done?

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