© councilor, buchanan & mitchell, p.c. past, present and future a chronicle of history......
TRANSCRIPT
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© Councilor, Buchanan & Mitchell, P.C.
Past, Present and Future
A Chronicle of History . . .
January 10, 2014
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© Councilor, Buchanan & Mitchell, P.C.
Past
1494Luca Pacioli issues book introducing double-entry accounting
In 1494, the first book on double-entry accounting was published. The author was an Italian friar, Luca Pacioli. His impact on accounting was so great that five centuries later, accountants from around the world gathered in the Italian village of San Sepulcro to celebrate the anniversary of the book's publication. The first accounting book actually was one of five sections in Pacioli's mathematics book titled "Everything about Arithmetic, Geometry, and Proportions." This section on accounting served as the world's only accounting textbook until well into the 16th century.
Accounting practitioners in public accounting, industry, and not-for-profit organizations, as well as investors, lending institutions, business firms, and all other users for financial information are indebted to Luca Pacioli for his monumental role in the development of accounting.
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© Councilor, Buchanan & Mitchell, P.C.
Past
1794The locomotive is invented
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© Councilor, Buchanan & Mitchell, P.C.
Past
1828 The B & O Railroad was founded
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© Councilor, Buchanan & Mitchell, P.C.
Past
1865 Transcontinental Railroad unifies America
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© Councilor, Buchanan & Mitchell, P.C.
Past
1920Eighteenth Amendment to the United States Constitution establishing prohibition was ratified
Nineteenth Amendment to the United States Constitution granted women the right to vote
The Wall Street bombing occurred at 12:01 pm on Thursday, September 16, 1920, in the Financial District of New York City
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© Councilor, Buchanan & Mitchell, P.C.
Past
James A. Councilor, Sr.
1921James Councilor left the Bureau of Internal Revenue to form Councilor & Company
1924Became the President of the Greater Washington Society of CPAs
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© Councilor, Buchanan & Mitchell, P.C.
Past
1929Wall Street crashes. The Dow Jones Industrial Average plummeted to 68 points.
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© Councilor, Buchanan & Mitchell, P.C.
Past
1929The Great Depression began
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© Councilor, Buchanan & Mitchell, P.C.
Past
Edna Nick
1930Edna Nick joins firm and becomes one of the first women employed by an accounting firm. She was also the first women to pass the CPA exam in Virginia.
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© Councilor, Buchanan & Mitchell, P.C.
Past
1932Dennison “Dooley” Mitchell joins Councilor & Company
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© Councilor, Buchanan & Mitchell, P.C.
Past
1933William Buchanan joins and forms Councilor & Buchanan
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© Councilor, Buchanan & Mitchell, P.C.
Past
1934SEC is founded
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© Councilor, Buchanan & Mitchell, P.C.
Past
1936-1938Generally Accepted Accounting Principles (GAAP) is created
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© Councilor, Buchanan & Mitchell, P.C.
Past
1938Name changes to Councilor, Buchanan & Mitchell
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© Councilor, Buchanan & Mitchell, P.C.
Past
1941Attack on Pearl Harbor
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© Councilor, Buchanan & Mitchell, P.C.
Past
1943Income tax withholding is introduced
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© Councilor, Buchanan & Mitchell, P.C.
Past
1945CBM Principal, Eugene Stossel receives Elijah Watts Sells award for the highest CPA exam score
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© Councilor, Buchanan & Mitchell, P.C.
Past
1945The atomic bombings of Hiroshima and Nagasaki
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© Councilor, Buchanan & Mitchell, P.C.
Past
1947Name changes to Councilor, Buchanan, Mitchell & Hayes
1953Edna Nick becomes first female partner of Councilor, Buchanan & Mitchell
1961Name changes to Councilor, Buchanan & Mitchell
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© Councilor, Buchanan & Mitchell, P.C.
Past
1964Japan began operations of the first High-speed train, know as the bullet train
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© Councilor, Buchanan & Mitchell, P.C.
Past
1964Beatles appear on the Ed Sullivan Show
The Who is formed
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© Councilor, Buchanan & Mitchell, P.C.
Past
1965At a club in England, Pete Townsend accidentally breaks guitar neck on low ceiling
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© Councilor, Buchanan & Mitchell, P.C.
Past
1979Visicalc electronic spreadsheet introduced
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© Councilor, Buchanan & Mitchell, P.C.
Past
1981CBM acquires its first computer
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© Councilor, Buchanan & Mitchell, P.C.
Past
1983Women employees allowed to wear pants to CBM office
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© Councilor, Buchanan & Mitchell, P.C.
Past
1986First Dooley Mitchell Award goes to Vincent Crescenzi
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© Councilor, Buchanan & Mitchell, P.C.
Past
1990CBM Basketball Team wins championship of CPA League
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© Councilor, Buchanan & Mitchell, P.C.
Past
2001Vincent Crescenzi becomes managing partner
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© Councilor, Buchanan & Mitchell, P.C.
Past
2002CBM transmits first e-filed return
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Past
2003CBM goes paperless
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© Councilor, Buchanan & Mitchell, P.C.
Present
CBM Anniversaries2013 2014
MayKaren Yingst 5 yrs Tissie Boland 5 yrs
JanuaryJohn Comunale 20 yrsSean Griffin 10 yrs Robert Aceituno 5 yrs
SeptemberMartina Childress 10 yrs
JuneNgon Olive 39 yrs
NovemberWyatt Hardiman 15 yrs Melanie Todd 5 yrs
SeptemberVince Crescenzi 45 yrs Dan Weaver 15 yrs
DecemberLisa Sippel 10 yrs Keith Laudenberger 5 yrs
DecemberPete Reilly 35 yrs Lorraine Flude 20 yrs
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© Councilor, Buchanan & Mitchell, P.C.
Present
New EmployeesDominick Bellia
Norah JonesMaria LuckIan NasibTamara Vonderhorst
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© Councilor, Buchanan & Mitchell, P.C.
Present
January BirthdaysKim Poch 5th
Ngon Olive 7th
John Mullins 11th
Sean Griffin 18th
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© Councilor, Buchanan & Mitchell, P.C.
Present
Practice Management - Projects
Engagement Letters
Tax Returns Financial Statements
1,085 3,202 198
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© Councilor, Buchanan & Mitchell, P.C.
Present
ORGANIZATION CHARTJANUARY 1, 2014
Shareholders/Executive Committee
Secretary▪ Contracts▪ Legal
President/Treasurer Treasurer
Vice PresidentTax
▪ Customer Service▪ Marketing▪ Delivery System
Vice PresidentAuto
▪ Customer Service▪ Marketing
Vice PresidentNonprofit
Chairman of the Board/Executive Committee
SecretaryPresident/Treasurer Treasurer
ReportingManager
ReportingManager
ReportingManager
ReportingManager
▪ Customer Service▪ Marketing
Chief Financial Officer
▪ G/L▪ Human Resources▪ Administration
Staff
Manager Manager Manager
Staff Staff StaffStaffStaffStaff
▪ Contracts▪ Legal
DirectorQuality Control▪ Standards/Peer Review▪ Delivery System
ProductionDepartment
DirectorTechnology
DirectorConstruction/RE▪ Customer Service▪ Marketing ▪ CPE
DirectorProfessional Development▪ CPE
Vice PresidentBenefit Plans
▪ Customer Service▪ Marketing
MarketingCoordinator
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© Councilor, Buchanan & Mitchell, P.C.
Future
Project Clear Path Communication Busy Season Mentors Ascertainable Goals Director of Professional Development
Clarify expectations for the continued professional education of each staff member
Specify the options available for staff improvement Make clear the connection between continuous professional development and
institutional rewards Ensure adequate funding for staff development activities Purposefully determine staff development activities based upon a careful
assessment of staff member needs Employ accepted methods of teaching and learning in staff development
activities
Taco Bell Breakfast
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Future
One Firm
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Future
MyPlace
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© Councilor, Buchanan & Mitchell, P.C.
Future
CBM 100 Mission Statement
CBM will provide valued solutions and timely services to assure our clients’ success.
Tag lineCentered on Your Success
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Future
Match the Mission Statement GameAuto Nations “Your goals. Our strategy”
BAE Systems “We Never Forget Who We Are Working For”
Dorsey Hall University of Miami, OH “Achieve with us”
Fitzgerald Auto Mall Empathy – originality – integrity – courage
Levi Strauss & Co. “Treating customers the way they would want to be treated…with honesty, respect and dignity”
Lockheed Martin Corporation “We are Ladies and Gentlemen serving Ladies and Gentlemen”
Nordstrom “We protect those who protect us”
Ritz-Carlton “Our goal is to provide outstanding service every day, one customer at a time”
The Arc of Northern Virginia “To be America’s best run, most profitable automotive dealer”
West Financial “Find yourself, know yourself, be yourself”
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© Councilor, Buchanan & Mitchell, P.C.
Future
Match the Mission Statement GameAmazon “And you’re done”
Allstate “The good hands people
Auto Nations “To be America’s best run, most profitable automotive dealer”
Avon The global beauty leader
BAE Systems “We protect those who protect us”
CBM “Our goal is to provide outstanding service every day, one customer at a time”
Dorsey Hall University of Miami, OH “Find yourself, know yourself, be yourself”
Facebook To give people the power to share and make the work more open and connected
Fitzgerald Auto Mall “Treating customers the way they would want to be treated…with honesty, respect and dignity”
Howard County Libraries We deliver high quality public education for all ages
Levi Strauss & Co. Empathy – originality – integrity – courage
Lockheed Martin Corporation “We Never Forget Who We Are Working For”
Nike “Just do it”
Ritz-Carlton “We are Ladies and Gentlemen serving Ladies and Gentlemen”
The Arc of Northern Virginia “Achieve with us”
West Financial “Your goals. Our strategy”
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Future
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© Councilor, Buchanan & Mitchell, P.C.
Past, Present, Future
January 10, 2014