A Successful Attitude Creates a Successful Future
10 S. RIVERSIDE PLAZA
BK Firm Profile Founded by Harvey Kallick and Irv Blackman in Merged with Landau & Bartelstein in 1987 Dan Fensin, Managing Partner Staff of 200 Professionals –29 Partners Largest One Office Accounting Firm in the World. 10 th Largest Accounting and Consulting Firm in Chicago (Crain’s Chicago Business, January 20, 2003)
Departments Audit – 60 Employees Taxation – 40 Employees Consulting – 40 Employees Other Departments – 60 Employees
Assurance Services Audits, Reviews, Compilations Operational auditing Financial investigative services
Taxation Planning and Compliance Estate and Succession Planning International State and Local
Client Base Location Predominantly Midwest Chicago-land Concentration Opportunity for Minimal Travel Primarily Mid-Size Clients 5 mil – 100 mil Typical Audit Engagement Lasts 2 Weeks
Client Base by Industry Construction Distribution Health Care Hospitality Insurance Manufacturing Not-for-Profit Retail Service
Technology Driven Working Papers and Trial Balance Data Extraction Pro-System IDEA
Team-Building Taxation One Team Rotate Annually All Levels Assurance Services One Team Rotate Each Engagement All Levels
Organizational Culture “Intelligent, Focused, Hard-Working, Good-Humored, Ambitious, Friendly, Creative, Impassioned.” “We Are a Resource Tool Not Only for Our Clients, but for Each Other.” “Professionalism is Important, but so is Informality. We Believe in Making our Clients Feel Comfortable Talking with Us About any Type of Business Issue They Face.” “Integrity, Trust, Friendship, Excellence – We Are Dedicated to Expressing These Qualities.”
New Hire Training 3 Week Program Focus on Technology –CaseWare Work Papers Trial Balance Case Study –Idea –Prosystem Fixed Assets Tax
Other Training Writing Workshops Time Management Skills Other Soft Skills
On the Job Training Interaction With All Levels Various Industry Exposure Involved in Planning Engagements One on One Client Interaction
Committees Technology Audit TQM Employee Relations Women’s Networking Group
Advancement Opportunities Business Networking Program Mentoring Program
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