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 firstname.lastname@example.org
Bruce G. Jones , CPA, Managing Partner* PG: Professional Services PG: Porte Brown Wealth Mgmt. email@example.com
Partner in Charge— Porte Brown Wealth Management PG: Porte Brown Wealth Management firstname.lastname@example.org
Michael M. Massaro , CPA, CGMA, Partner* Partner in Charge—Tinley Park Office PG: Manufacturing & Distrib. PG: Retirement Services email@example.com
Derek Adamczyk, CPA, Partner PG: Manufacturing & Distribution firstname.lastname@example.org
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@example.com
Gary E. Kemnitz , CPA, Partner PG: Tax Services PG: Valuation & Transition Services firstname.lastname@example.org Scott Kaplan , CPA, Partner* PG: Accounting PG: Assurance Services email@example.com
Joseph G. Cane , Partner* Firm’s Administrative Partner PG: Administration firstname.lastname@example.org
PG: Trust & Estate PG: Tax Services email@example.com
William A. Sebastiano , EA, Partner PG: Compliance PG: State & Local Tax Services firstname.lastname@example.org
Steven D. Garrels , CPA, Partner PG: Accounting Services PG: Not-For-Profit email@example.com
Kelly Switt , CPA, Partner PG: Compliance State PG: State & Local Tax Services firstname.lastname@example.org
Jeffrey R. Smiejek , CPA, CVA, CEPA, Partner* Partner in Charge—Evanston Office PG: Valuation & Transition Services email@example.com
Genevra Knight , CPA, CCIFP, Partner*
Russell J. Wilson , CPA, CCIFP, Partner* PG: Not-For-Profit PG: Audit & Assurance firstname.lastname@example.org
Gerry Thompson , CPA, Partner PG: Accounting Services email@example.com
PG: Not-For-Profit PG: Audit Services firstname.lastname@example.org
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.
Porte Brown Organizational Snapshot
Audit & Consulting
Audit & Review Services
Elk Grove Illinois
Tinley Park Illinois
Compliance & Audit Representation
Retirement & Benefit Services
Numerous Chambers & Industry Associations
State & Local Tax Services
International Tax Services
Grocery & Food Services
Valuation & Transition Planning
Tax Planning & Preparation
Transportation & Logistics
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
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.
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
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
Wealth Management 10%
Audit & Accounting 48%
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)
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
− Global Connections − Industry Specialties − Benchmarking Data − Peer Reviews − Knowledge Library − Emerging Issues Updates − International Reach − Technical Depth − Subregional Roundtables − Business Advisory − Technology Consulting − Business Management
Porte Brown is a proud member of PrimeGlobal. PrimeGlobal is one of the top five largest associations of independent accounting firms in the world, providing a wide range of tools and resources to help member firms furnish superior accounting, auditing, and management services to clients around the globe.
INVESTING IN OUR FUTURE
CULTURE IS EVERYTHING!
High performance, high morale, and high productivity environment. An environment where people like what they do and appreciate the firm that employs them. A commitment to diversity and giving back to the community. 28% of our leadership is held by female partners. We Recycle! As a community-conscience team we are proud of our “paperless” office and participate in a comprehensive recycling program to further reduce the production of waste material.
ATTRACTING TOP TALENT
Attracting, training and retaining top talent is a key initiative of Porte Brown’s strategic plan.
APPRECIATION & GRATITUDE
Candid and timely performance reviews. Feedback is important. Honor anniversaries, birthdays, special occasions and milestones.
Celebrate promotions and achievements. Recognize “Cash for Connections” and TOP business developers. All staff is part of the growth of the firm: Staff earns 25% of revenues for 4 years
for new business they bring in. This is the best in the country!
No one can be appreciated too much.
Porte Brown is committed to diversity and inclusion in recruiting, retention, staff development, and client service. Porte Brown’s staff is fluent in many languages:
— Polish — Italian
— Russian — German — Spanish — Greek — French
Website, Awareness & Brand Check us out at www.portebrown.com
“Chicago Accounting Firm Porte Brown Continues Rapid Growth” Growth Strategy
Porte Brown recently ranked 5 th in the Great Lakes Region for Fastest Growth by Inside Public Accounting (IPA). IPA also ranked Porte Brown as the 139 th largest firm in the country.
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