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The Firm of Choice. www.cbh.com

CBH Office Visit Intro

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To use for our office visits to give intern and FT candidates a more intimate view of the Raleigh office of Cherry, Bekaert & Holland.

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Page 1: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

Page 2: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

• Started in late 1990’s by a merger with several local firms.

• Has grown from 25 to over 60 employees in the past 7 years.

• Houses many of the firm’s industry leaders and firmwide training programs.

• Voted one of the “Best Places to Work” by the Triangle Business Journal in 2007 and 2008.

• Flag football, basketball and co-ed softball teams, so let us know if you’re athletic…

• Average age of employees – 33 years old.

Raleigh Office Summary

Page 3: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

Benefits Overview

Page 4: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

• Health Insurance (includes dental, vision and prescriptions)

• Flexible Spending Account options

• Life Insurance ($50,000+)

• Short- and Long-term disability

• Travel Fitness Subsidy

• Adoption Assistance

• Tuition Reimbursement

Benefits Summary

Page 5: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

• Referral Bonus

• 8 Paid Holidays each year

• 160 hours of Paid Time Off (PTO) each year

• Summer flexible schedules

• 401(k) Plan

• All CPE and professional organization fees

• International Secondments through Baker Tilly

• And, much, much more…

Benefits Summary (continued)

Page 6: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

• CBH provides a ‘bank’ of $3,000 to each eligible associate

• Available upon successful completion within 18 months of eligibility

• ‘Bank’ can be used for exam review course, college course or review materials

The CPA Exam Bonus

Page 7: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

Rewards and Incentives to Satisfy Employees

• A program to reward employees for activities and accomplishments outside the normal job description.

• Points are accumulated throughout the year and redeemed for a series of prizes ranging from $25 - $400.

The RISE Program

Page 8: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

CBH Prep School – A five-day orientation and

training for new hires that takes place twice a year

(January and August)

• Learn about the Firm’s history, benefits and

culture

• Interactive training on auditing and tax

processes as well as all applicable software.

• Nightly activities including poker tournaments,

hockey games, amusement parks, etc.

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Training & Development

Page 9: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

The internship will introduce you to a professional work environment and provide you with a structured learning experience where you can practically apply knowledge that has been gained in the classroom.

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Internships at CBH

In other words…

For 8-10 weeks, you will see first hand what staff accountants do on a full time basis with CBH.

Page 10: CBH Office Visit Intro

The Firm of Choice. www.cbh.com10

• Teambuilding / Feedback

• Audit

• Tax

• ITAG

• WOW! Incentive Program

Overview of Internship

Page 11: CBH Office Visit Intro

The Firm of Choice. www.cbh.com11

Attend Intern Academy – week long training with all of firm’s interns conducted in January, May and June.

• Receive online CPE credits throughout internship depending on client assignment

• Attend all staff meetings

• Participate in social functions or community service

• Receive periodic internal feedback and intern evaluations

• All interns receive a mentor to guide them through the internship

Teambuilding/Feedback

Page 12: CBH Office Visit Intro

The Firm of Choice. www.cbh.com12

• Participate in audit engagements in the field working on Cash, A/P, Fixed Assets and Analytics

• Attend planning meetings for an audit

• Preparation and assistance of compilations and reviews

• Assistance with preparation of financial statements

Audit Internship

Page 13: CBH Office Visit Intro

The Firm of Choice. www.cbh.com13

• Tax CPE using CCH online and CPExpress

• Preparation of a basic returns using ProSystems fx

• Assistance with preparation of C-Corp, S-Corp and Partnership returns (examples taught at Intern Academy)

Tax Internship

Page 14: CBH Office Visit Intro

The Firm of Choice. www.cbh.com14

• Walkthrough client’s network internal controls

• Assist professionals with SAS 70 reports

• Go to client location and assist ITAG professionals in site visits

ITAG Internship

Page 15: CBH Office Visit Intro

The Firm of Choice. www.cbh.com15

Each intern has the opportunity to conduct research and complete optional case studies that will develop your audit, tax & soft skills in a professional environment.

Points are assigned to each case study and project.

At the end of your internship, you can redeem your WOW points for different prizes including gift certificates, concert tickets and iPods.

Experience

Page 16: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

Objective: Identify and research potential clients for CB&H. You’ll work on this project with other interns in your office throughout the program and present your research to our partner group.

Format: Group project which the interns will present to the partner group during the last week of the internship.

Marketing Research Project

Page 17: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

Every intern is assigned a “buddy” to have a dedicated resource and confidant to guide you through your internship.

Intern Buddy Program

Page 18: CBH Office Visit Intro

The Firm of Choice. www.cbh.com

Cherry, Bekaert & Holland

The Firm of Choice