Porte Brown Recruiting Booklet : simplebooklet.com

4For more than 77 years, Porte Brown LLC has been providing top-quality accounting services and personalized assistance to its clients because of its strong culture of positivity and can-do mentality. The positive energy of Porte Brown is nearly tangible due to its pervasive presence in all aspects of its business. Porte Brown’s culture begins with its hiring process, only hiring recruits who are capable of filling multiple roles and feel comfortable tackling any challenge that comes their way. A CULTURE OF YESSince a company’s culture is what makes it run, it is important to build the foundation with people who are not just good employees but good people. Our staff is full of go-getters who love to give their clients the best possible service by providing them with timely guidance and insight for their unique and specific needs.WHO WE AREWe Help You Get to Your Next Level.™Total Staff: Total Offices: 140+4

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5ATTITUDE IS EVERYTHINGSince 1946, when Jim Porte founded the firm, staff members have been expected to meet clients at their place of business in order to acquire the in-depth company knowledge and understanding of their goals and expectations for the future. While the firm may have moved on to a hybrid-model involving virtual visits in conjunction with traditional in-person meetings, the basic idea is still valid and relevant today. Attitude is everything at Porte Brown, and it speaks volumes that the firm is still true to Porte’s original premise of providing personalized service for every client. Our staff is capable of providing such outstanding personalized service because of the independent nature of the firm and its partners. The partners of Porte Brown believe in guiding its employees by allowing them to pursue their projects as they see fit. Hand-holding is not allowed at Porte Brown nor is it needed because of the firm-wide attitude and willingness to handle projects independently and the desire to carve out niche specialties. Each and every Porte Brown accountant is a consultant, specializing in bringing the very best of service to their clients, while also providing insight and guidance.

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6Being an all around successful firm is about creating an environment and culture that revolves around the mutual success and prosperity of our employees, clients, and our firm alike. Porte Brown is very proud of the awards it receives because it draws a direct connection to the overall happiness and effectiveness of its employees. Since happy employees tend to be more productive, it is in Porte Brown’s best interest to keep finding new ways to provide a better work environment and keep improving.Creating an Environment of Total Success AWARDS & RECOGNITION

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7IPA TOP 2OO FIRMS 2023Ranked as a top 200 accounting firm in the United States by Inside Public Accounting for nine consecutive years.BEST PLACES TO WORK IN ILLINOISRanked as one of the top mid-size employers in the state of Illinois in 2023. Porte Brown has made the mid-size list eight years in a row.ACCOUNTING TODAY REGIONAL LEADERSNamed by Accounting Today as one of the 2024 Great Lakes Regional Leaders.CHICAGO'S LARGEST ACCOUNTING FIRMSRecognized by Crain's Chicago Business as the 25th largest firm in the Chicagoland area.

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8PROFESSIONAL & CAREER DEVELOPMENT3RD PARTY TRAINING• Professional Sales Coaching• Specialty Software• PrimeGlobal Training & Resources• AICPA ENGAGE Conference• QuickBooks ProAdvisor Program• Path to Partner Program• Webinars & Seminars• Conferences & Expos• Training Academy• LinkedIn Learning• Business Development• Leadership BootcampSTAFF MEETING TRAININGPorte Brown takes the training of its staff members very seriously, which is why we conduct monthly staff meetings, outside of tax season, that incorporate continuing education sessions as well as updates on current and changing tax laws and regulations. The monthly staff meetings also offer a great way to engage with other Porte Brown staff members and learn from the more seasoned and experienced accountants.

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9Certified Public AccountantPAY FOR THE BECKER REVIEW AFTER JOB OFFERPorte Brown will provide Becker's CPA Exam Review course free of charge following a job offer. Becker delivers current exam content and software functionality that "mirrors the exam in every way" to help candidates attain the CPA license. Porte Brown also partners with Becker to provide additional continuing professional education (CPE) courses for accounting professionals. Becker's CPE courses are taught by industry leaders who "demonstrate how to turn proven concepts into real results."COMPENSATION FOR THE TIME TAKING THE EXAMSPorte Brown will compensate you for completing the CPA exams. Becoming a CPA is long and an arduous process, and Porte Brown believes that staff members who put in the time and effort should be rewarded for their hard work and dedication.BONUS WHEN DONE WITH THE EXAMSThe CPA designation represents the gold standard in the financial industry, and as such, Porte Brown thinks its important to not only highlight the accomplishment but also provide a bonus for completing the certification.

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10PROFESSIONAL DEVELOPMENTBecoming a successful public accountant starts with a great education and continues with professional training and guidance. Continuing to hone one's skills and knowledge is vital to providing the best possible service to clients, which is why Porte Brown asks for all of its employees to remain focused on their professional growth. By developing new skill sets each year, Porte Brown ensures its employees are constantly pushing their limits and always looking for new and better ways to help their clients.®BPCoachingMentoringTrainingMaking an Investment in Our Greatest Asset: Our Employees

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11First YearGraduatesAchieve YourGoalsFrom day one the employees of Porte Brown are given the tools and resources to succeed independently because they will be the ones closest to the issues that matter the most to the client. To help staff excel and increase their knowledge base, Porte Brown places great importance on continuing one's education. Porte Brown has a robust mentoring program to help employees stay on track with their professional development and also identify a course of action to help them overcome future challenges.Complete more than200hoursof training & shadowing in their 1st yearOvercomeChallenges

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12CAREER GROWTH PROGRAMSOne of the ways Porte Brown helps its staff members succeed is by providing robust and comprehensive career development programs. We want our employees to excel and progress over the course of their careers into areas of greater responsibility, which is why we devote so much time to the development and growth of staff. This development process can be broken up into three general areas: training, mentoring, and coaching. INVESTING FOR THE FUTURETRAINING PROGRAMLike most accounting firms Porte Brown invests lot of time in the training of its staff. While many firms only focus on the very basics of accounting, Porte Brown believes it's important to be well-versed in many different areas. Not only does this help our staff members be more versatile in what they do, it allows us to provide a higher level of service to our clients. Porte Brown offers training in the following areas:ACCOUNTING | TAX | AUDIT | LEADERSHIP | BUSINESS DEVELOPMENT

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13DEVELOPING CAREER GROWTH GOALSMENTOR PROGRAMSetting up clear goals and creating a realistic course of action to achieve them is a cornerstone of our mentor program. By listening closely to the mentees' needs and then providing them with substantive feedback, our mentors are able to help their mentees develop into true professionals and tackle any challenges that arise.OVERCOMING CHALLENGES COACHING & SUPPORTWhile training and mentoring programs are vital to the development and growth of an employee, there's no substitute for real-world experience. And to that end, Porte Brown supports its employees by providing on-demand assistance and support.

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14 EMPLOYEE SPOTLIGHTPorte Brown is an amazing place to learn and grow, providing countless resources for us to develop in our education and professional careers. From the incredible, internal training department to the mentor and manager program, there are always people who will collaborate with you and are happy to answer any of your questions. The work culture consists of a welcoming staff, knowledgeable partners, and with monthly team building activities, Porte Brown really is a great and fun place to work.""EMPLOYEE SPOTLIGHT— Amanda Brewer, CPA, Sr. Accountant“The camaraderie and teamwork among my colleagues create such a positive and supportive work environment at Porte Brown. The commitment to growth that began from my first day not only benefits me as an individual, but also contributes to the success of the team and the firm as a whole as my success is also everyone’s success.”— Xena Melling, Staff Accountant

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Achieving SuccessMAKING A DIFFERENCE“At Porte Brown, I get to specialize in audit but also get to learn about so many other aspects of accounting and tax. This knowledge allows me to help my clients make decisions and grow their business. I’m proud to be a part of the Porte Brown team because people come first, my opinion is valued and I feel that I really can make a difference.” — Angela Linz, CPA, Sr. ManagerEXPLORING NEW OPPORTUNITIES15Coming out of college you may not know exactly what field in the industry you want to jump into. Porte Brown gives you the opportunity early on to explore and grow all throughout the profession and wear many different hats to find out what suits you best." "— Ross McCormick, Sr. Accountant

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BUSINESS DEVELOPMENTCommissions, Cash4Connections, Cross Selling/Servicing17$FIRST-RATE COMMISSION PROGRAM Many accounting firms offer its staff a commission when they bring in new clients. It's a great way to reward staff who go above and beyond their typical work duties. Porte Brown has a very robust and lucrative commission program for its staff. While most firms typically offer a 10-15% commission for one year, Porte Brown offers an unheard of rate of 25% for 4 years!C4C PROGRAM Earn $100 when you connect with a new referral source, or if you introduce a client to a new service that results in a signed engagement.You can earn $100 cash for every connection, e.g., introductory meeting or lunch/breakfast meeting with a Porte Brown staff member and a new referral source, or a secured engagement to cross sell a service to a client. How do you get paid? The $100 payout will be delivered at monthly staff meetings.

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19Flexible Work PolicyOur Flexible Work Policy is one that is built around our firm's culture of trust and confidence in our employees. Giving our employees the ability to balance and integrate their work lives with their personal lives is essential in creating long term and sucessful careers for our employees.GET SMART... ADDITIONAL BENEFITSAdoption LeavePaid Time Off Paid Holidays (8.5 Days)Parental LeaveFlexible Dress PolicyDress SmartWork SmartFlexible Work PolicyQuality Benefits to Enhance Our Employees' Quality of LifeFlexible Dress PolicyOur Flexible Dress Policy is one that embraces our employees differences. Giving our employees the independence to choose the attire that fits their day and allows them to feel and perform at their best just makes sense.Maternity Leave

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COMMUNITYAkey focus of Porte Brown is to provide unparalleled service that is fine-tuned for each and every client. This is possible because many of Porte Brown’s staff work at our clients’ offices, and they go to great lengths to gain a full understanding of their organization’s specific challenges and goals. The focus we place on our clients’ needs goes beyond providing financial and accounting assistance; it extends to supporting their interests and activities within the surrounding community.Many of our employees volunteer their time to support charities of all walks of life. From sponsoring 5K charity runs to attending not-for-profit events, Porte Brown believes it is paramount to stay active within the community and give back to the people who provide the foundation to Porte Brown’s business. COMMUNITYAkey focus of Porte Brown is to provide unparalleled service that is fine-tuned for each and every client. This is possible because many of Porte Brown’s staff work at our clients’ offices, and they go to great lengths to gain a full understanding of their organization’s specific challenges and goals. The focus we place on our clients’ needs goes beyond providing financial and accounting assistance; it extends to supporting their interests and activities within the surrounding community.Many of our employees volunteer their time to support charities of all walks of life. From sponsoring 5K charity runs to attending not-for-profit events, Porte Brown believes it is paramount to stay active within the community and give back to the people who provide the foundation to Porte Brown’s business. 22COMMUNITYAkey focus of Porte Brown is to provide unparalleled service that is fine-tuned for each and every client. This is possible because many of Porte Brown’s staff work at our clients’ offices, and they go to great lengths to gain a full understanding of their organization’s specific challenges and goals. The focus we place on our clients’ needs goes beyond providing financial and accounting assistance; it extends to supporting their interests and activities within the surrounding community.Many of our employees volunteer their time to support charities of all walks of life. From sponsoring 5K charity runs to attending not-for-profit events, Porte Brown believes it is paramount to stay active within the community and give back to the people who provide the foundation to Porte Brown’s business.

Porte Brown Recruiting Booklet

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