Tim DoylePh: 317-819-6109E-mail: tdoyle@doz.net

Dauby O’Connor & ZaleskiA Limited Liability Company

Certified Public Accountants

DO

Z&

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Your Challenge !

MyPassion?

My Gifts?

Needs to be done?

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Differentiating…..

My most

Important issue

Firm 3Firm 2Firm 1

My 3rd most

Important issue

My 2nd most

Important issue

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An example…….

Candidate 1

I want to work in a place where I’m

most comfortable

with the people

Very reputable

Firm

Challenged

Lead

Compensated well

Candidate 2

Trained well

Work environment

Pursue passions

beyond work

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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!

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DO

Z&

A Firm’s Model creates Opportunity

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DO

Z&

A Firm’s Model creates Opportunity

Market area is the entire

USA !

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DO

Z&

A Firm’s Model creates Opportunity

Market area is the entire

USA !

Work in > 40 states

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DO

Z&

A Firm’s Model creates Opportunity

Market area is the entire

USA !

1 Location

Work in > 40 states

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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

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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

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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

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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

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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

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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 DOZ employee……

Dauby, O’Connor & Zaleski (DOZ)

TrainingClients

EvaluationsFun !

Committees

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DOZ ORIENTATION

WelcomeKeys

Tour of OfficeSchedules

Meet DO&Z !

HR ORIENTATION

MAS 90Scheduling

Weekly Reports

TECHNOLOGY TRAINING

Network IntroductionSetting Up Travel Network

Phones

CHECKLISTS & ELECTRONICSUBMISSIONS

Final Foot Electronic Submission

ES websiteImportance of ES

ATB

SoftwareData Entry

Assigning Accounts

TENANT FILES – COMPLIANCE

WorkpaperOpen Items List

Recertification FormsSample Tenant File Tests

WORKPROGRAM &WORKPAPERS

Cash DisbursementsLegal Expense

Workpaper MasterSample Audit Testing

TAX

Tax PackagesFixed Asset Manager

1065s1040s

Training

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Training - Career Development Plan

2004 Action ItemProgress in

2003

2004 Action

Steps

2004 Date to

Complete Resp.

1.

2.

3.

4.

5.

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Training – Mentoring

FocusCreating Measurable

goals in all areas of your life !

MeasuringSuccess

- “Monthly memo” - Evaluating results

Dauby, O’Connor & Zaleski (DOZ)

Training

ClientsEvaluations

Fun !

Committees

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Clients

Andrew – 2nd yr Audit:

Greensboro, NC Chicago, IL

Phoenix, AZ Memphis, TN

Rockford, IL Knoxville, TN

Washington, D.C. Lansing, MI

Todd – 2nd yr Audit:

Virginia Beach, VA Las Vegas, NV

Robbie – Tax Intern:

• 600 hours over 3months (43 hrs/wk)

•200 tax returns

JC – Audit Intern:

Los Angeles, CA Raleigh, NC

Des Moines, IA Richmond, VA

Portland, ME Atlanta, GA

Los Angeles, CA Raleigh, NC

Pittsburgh, PA Louisville, KY

Memphis, TN Atlanta, GA

80 audits !

•1 Industry – over 15 different services !•15% travel year – around; much higher in busy season•Performing full audits in 6 months on your own !

Dauby, O’Connor & Zaleski (DOZ)

Training

Clients

EvaluationsFun !

Committees

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CommitteeInvolvement

MentorsPeriodic

Evaluations Mgr

Discussion Meeting

CareerDevelopment

PlanUpward

Feedback

Partner’s Review

Salary & Benefits letter

Annual Review Discussion

CareerDevelopment

Plan

Partner Lunches

NewMentoring Approach/Training

“tickler” file

Dauby, O’Connor & Zaleski (DOZ)

Training

Clients

Evaluations Fun !

Committees

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Committees

• Recruiting

• Training

• Motivating !

• Scheduling

• Technology

• Marketing

• Work Programs/Workpapers

• Technical

• Evaluations

• Quality Control

• Tax Credits

• Arbitrage Rebate

Dauby, O’Connor & Zaleski (DOZ)

Training

Clients

Evaluations Fun !

Committees

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

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The Challenge !

MyPassion?

My Gifts?

Needs to be done?