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Welcome

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

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Welcome

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

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

  3. 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. - More than 80,000 clients - Approximately 5,000 employees - 59 reporting business units - 17 consolidated offices – over 150 total offices in 33 states

  4. 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

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

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

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

  8. Audit Associate Client Tax consulting Attestation Tax return preparation Audits 1040 1120 IRS relations Reviews 1041 1120S Strategic tax planning Compilations 1065

  9. Tax Associate Client Tax consulting Attestation Tax return preparation Other Audits 1040 1120 IRS relations Estate planning Reviews 1041 1120S Strategic tax planning Gift tax returns Compilations 1065 Pension plans

  10. THANK YOU! NASDAQ: CBIZ

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