Rootberg Business Services, Inc. Small Firm Setting? Large Firm Leverage? You No Longer Have to...
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Transcript of Rootberg Business Services, Inc. Small Firm Setting? Large Firm Leverage? You No Longer Have to...
NASDAQ: CBIZNASDAQ: CBIZ
Rootberg Business Services, Inc.
A Century Business Services Company“The Company with a Local Firm Setting
and National Firm Resources!”
Rootberg Business Services, Inc.
A Century Business Services Company“The Company with a Local Firm Setting
and National Firm Resources!”
Local Firms vs. National Firms
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 name recognition. Departmental/Geographical
mobility. Opportunity to specialize in
certain industries. Nationwide training and
career development. Competitive compensation
and more comprehensive benefits.
Local Company Overview
Philip Rootberg & Company, LLP Founded as an audit and accounting firm in 1953. 18th largest accounting firm in Chicago. Clients include publicly and privately held companies in a wide
range of industries, including: real estate development and management; construction; wholesale, retail, and distribution; service industries; manufacturing; and not-for-profit and governmental.
Perform audits, reviews, compilations and other attest services as an independent public accounting firm.
National Company Overview
Rootberg Business Services, Inc.
In January 1998, Rootberg Business Services, Inc. was formed as a subsidiary of Century Business Services, IncCentury Business Services, Inc., a publicly held company providing integrated business services and products.
As a subsidiary of Century Business Services, Inc., Rootberg Business Services, Inc. is the Chicago accounting services firm that offers a diverse and comprehensive array of tax, business consulting and other nonattest services.
Company Overview
Century Business Services, Inc. (CBIZ) Already the 7th largest accounting firm in the nation, including
over 35 affiliated accounting firms. More than 250 offices--and growing. Serving a $250 billion, growing, domestic industry. Strong operating margins; proven financial performance. The premier growth opportunity for the decade. Uniquely positioned to provide “One-Stop Shopping” for all small
to medium-sized company’s business service needs.
REVENUE$
01 00 Firm Headquarters million Offices Partners Professionals
1 2 PriceWaterhouseCoopers New York 8,878.0 186 2,932 34,1512 4 Deloitte & Touche New York 5,838.0 103 2,155 20,6583 5 KPMG New York 5,400.0 145 1,500 19,0004 3 Ernst & Young New York 4,270.0 82 1,946 13,6535 1 Andersen Chicago 3,600.0 80 1,313 17,6006 6 H & R Block Tax Services, Inc. Kansas C ity, Mo. 1,431.0 9,765 3,500 4,117
7 7 Century Business Services Cleveland 436.1 158 n.a. 2,1448 9 Grant Thornton New York 416.0 47 256 2,1259 10 BDO Seidman Chicago 408.0 37 288 1,210
10 8 RSM McGladrey Bloomington, MN 338.1 100 499 2,02111 11 American Express Tax and Business New York 325.0 63 298 2,41412 13 J ackson Hewitt Tax Service Parsippany, N.J . 192.8 2,799 n.a. n.a.13 12 Crowe, Chizek and Co. Indianapolis 150.3 11 122 96614 15 Moss Adams Seattle 143.0 21 173 849
RANK
12-3-96
Growth is the Key!
More than 250 offices in 39 states serving 100,000 customers which employ more than 2 million people
Additionally, more than 650 franchisee offices in 47 states
5-1-98
6-1-01
How We Measure Up!
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.
Rootberg Business Services 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.
How We Measure Up!
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.
Century Business Services Rapid exposure nationally. Expansion of Departments
and CBIZ offices nationwide. Full menu of specialization
throughout affiliated firms.
Out-of-state staff seminars and CBIZ leadership workshops.
We compete with the large firms, and are able to offer a stock ownership program.
IRS Relations
Audit*
Compilation*
Review* Retirement PlanCompliance
Attestation*
BusinessReporting Individual Tax Consulting
and Return Preparation
Business Tax Consultingand Return Preparation
Business Client
Accounting Staff Member
Litigation Support
Business and Management Consulting 1120, 1120S, 1065 Strategic Tax
Planning
1040 - Individual
1041 - Trust
EstatePlanning
* All attestation work is performed by Philip Rootberg & Company, LLP.
An Independent Accounting Firm
1040 - Individual Return
1120S - Client’s Business
1065 - Client’s Real Estate
Tax & Estate Planning
5500 - Pension Plans
706 - Client’s Estate
1041 - Client’s Children’s Trust
Individual Client
Tax Staff Member
Integrated AccountingSystems Implementation
Workgroup ProductivitySystems Consulting
End-user TrainingSeminars
Technology Planning
eCommerce eBusinessSolutions
Website Design andAdministration
Network Design &Implementation
Business Client
Business TechnologyStaff Member
Professional Certification(MCSE, CNE, MCP, MCSD)
Continuing Education
Become a Relationship Manager
CLIENT
Benefits Designand Administration
Human ResourceServices
Information TechnologyServices
Valuation Services
Specialty InsuranceProducts and Services
Payroll Services
Worker’s CompensationAdministration Services
Client ResourcesClient Resources
Tax ServicesAccounting Systems,
Advisory Services