Porte Brown YES Presentation

Porte Brown YES Presentation

Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois. In addition to the traditional accounting services, such as tax planning and preparation, audit, business valuations, and retirement plan administration, Porte Brown also provides strategic consulting and leading-edge technology implementation for clients in cloud and non-cloud environments.

Facts & Figures

PORTE BROWN LLC

BRIEF OVERVIEW  Founded in Chicago by James Porte in 1946  Firm moved to Elk Grove Village in 1974  135+ staff and growing!  18 Partners  Serving clients from offices in: - Illinois (5) - Texas

Ronald Manso , CFP®, Partner*

Joseph A. Gleba , CPA, CCIFP, Partner* Partner in Charge—Elgin & & McHenry Office PG: Construction Services [email protected]

Partner Team

Bruce G. Jones , CPA, Managing Partner* PG: Professional Services PG: Porte Brown Wealth Mgmt. [email protected]

Partner in Charge— Porte Brown Wealth Management PG: Porte Brown Wealth Management [email protected]

Michael M. Massaro , CPA, CGMA, Partner* Partner in Charge—Tinley Park Office PG: Manufacturing & Distrib. PG: Retirement Services [email protected]

Derek Adamczyk, CPA, Partner PG: Manufacturing & Distribution [email protected]

Kelley M. Hare , CPA, MST, Partner* PG: Tax Services khare@portebrown

Pat Schaeffer , CPA, Partner

Pauline J. Staab , CPA, Partner PG: Audit Services PG: Construction Services [email protected]

Gary E. Kemnitz , CPA, Partner PG: Tax Services PG: Valuation & Transition Services [email protected] Scott Kaplan , CPA, Partner* PG: Accounting PG: Assurance Services [email protected]

Joseph G. Cane , Partner* Firm’s Administrative Partner PG: Administration [email protected]

PG: Trust & Estate PG: Tax Services [email protected]

William A. Sebastiano , EA, Partner PG: Compliance PG: State & Local Tax Services [email protected]

Steven D. Garrels , CPA, Partner PG: Accounting Services PG: Not-For-Profit [email protected]

Kelly Switt , CPA, Partner PG: Compliance State PG: State & Local Tax Services [email protected]

Jeffrey R. Smiejek , CPA, CVA, CEPA, Partner* Partner in Charge—Evanston Office PG: Valuation & Transition Services [email protected]

Genevra Knight , CPA, CCIFP, Partner*

Russell J. Wilson , CPA, CCIFP, Partner* PG: Not-For-Profit PG: Audit & Assurance [email protected]

Gerry Thompson , CPA, Partner PG: Accounting Services [email protected]

PG: Not-For-Profit PG: Audit Services [email protected]

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. - Ronald Manso, CFP ® Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.

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Porte Brown Organizational Snapshot

Partner Team

Managing Partner

Services

Industries

Operations

Offices

Associations

Audit & Consulting

Audit & Review Services

Elk Grove Illinois

Tinley Park Illinois

Manufacturing

Construction

Administration

Prime Global

Compliance & Audit Representation

Retirement & Benefit Services

Numerous Chambers & Industry Associations

Service Industry

McHenry Illinois

Not-for-Profit

Marketing

Evanston

State & Local Tax Services

International Tax Services

Grocery & Food Services

Elgin Illinois

Individuals

Internal IT

Texas

Valuation & Transition Planning

Tax Planning & Preparation

Transportation & Logistics

Human Resources

Healthcare

Technology Solutions

Peer Reviews

Wealth Management

Porte Brown

VISION To be the firm of choice for talent: providing expert and innovative advisory services.

MISSION To be your most trusted business advisor—providing financial peace of mind for goal oriented clients.

EXPERT — INNOVATIVE — ADVICE

VISION

MISSION

CORE VALUES • Integrity and accountability • Talent development • Respect and teamwork • Fun • Innovation • Growth

STRATEGIC OBJECTIVES • Enhance the success of the firm, employees and clients. • Create a strategic advantage through technology and innovative business processes. • Develop talent and support a learning/training environment. • Promote the one firm-firm concept and develop a firm culture based upon teamwork and accountability.

STRATEGIC OBJECTIVES

CORE VALUES

Slogan: “We Help You Get to Your Next Level.” TM

Who is Porte Brown LLC?

 For more than 70 years we have been heavily involved in our communities.  We encourage all levels of our team to become involved in the business community.  Known for efficient processes.  Known for “Rolling up our sleeves” and working side by side with our clients – most often at the client site.  We encourage and foster a “Culture of Learning”.

Who is Porte Brown LLC?

Culture of Learning

Inspired Leadership

Talented Workforce

Focus

Clients 

Effectiveness

Efficiency

High Performance Procedures & Processes

What Industries Do We Serve?

Industries: 1. Manufacturing 2. Construction 3. Not-for-Profit

4. Professional Services 5. Grocery & Food Service 6. Individuals 7. Transportation & Warehouse 8. Healthcare

What Services Do We Provide?

Services: 1. Accounting & Consulting 2. Audit & Review Services 3. Compliance & Audit Representation 4. International Tax Services 5. Peer Reviews 6. Retirement & Benefit Services 7. State & Local Tax Services 8. Tax Planning & Preparation 9. Estate & Trust Services 10. Technology Solutions 11. Valuation & Transition Planning 12. Wealth Management*

*Wealth Management Services provided by Porte Brown Wealth Management LLC. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.

Breakdown of Revenue

Tax 36%

Wealth Management 10%

Audit & Accounting 48%

Consulting 6%

Technology Solutions

Porte Brown is an Authorized Reseller: • Sage Intacct Value Added Reseller • Authorized TRAVERSE Reseller • Certified QuickBooks Pro Advisors (30+) • Intuit Premier Reseller (IPR) • Microsoft Small Business Specialist • Certified Installers for Sage Software • Certified Information Technology Professionals (CITP) • Microsoft Certified Professional (MCP) • Microsoft Certified Technology Specialist (MCTS)

Internal Systems

1. Paperless Office Environment 2. Cloud-based Technology: Xcentric Cloud 3. CCH Axcess Platform 4. Microsoft Office Suite 5. Intranet : SharePoint 6. Project Management / Workflow: Smartsheet

INTERNATIONAL REACH

− Global Connections − Industry Specialties − Benchmarking >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21 Page 22

www.portebrown.com

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