Past, Present & Future
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Past, Present and Future A Chronicle of History . . . January 10, 2014 © Councilor, Buchanan & Mitchell, P.C. Past 1494 Luca 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. © Councilor, Buchanan & Mitchell, P.C. Past 1794 The locomotive is invented © Councilor, Buchanan & Mitchell, P.C. Past 1828 The B & O Railroad was founded © Councilor, Buchanan & Mitchell, P.C. Past 1865 Transcontinental Railroad unifies America © Councilor, Buchanan & Mitchell, P.C. Past 1920 Eighteenth 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 © Councilor, Buchanan & Mitchell, P.C. Past 1921 James Councilor left the Bureau of Internal Revenue to form Councilor & Company 1924 Became the President of the Greater Washington Society of CPAs James A. Councilor, Sr. © Councilor, Buchanan & Mitchell, P.C. Past 1929 Wall Street crashes. The Dow Jones Industrial Average plummeted to 68 points. © Councilor, Buchanan & Mitchell, P.C. Past 1929 The Great Depression began © Councilor, Buchanan & Mitchell, P.C. Past 1930 Edna 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. Edna Nick © Councilor, Buchanan & Mitchell, P.C. Past 1932 Dennison “Dooley” Mitchell joins Councilor & Company © Councilor, Buchanan & Mitchell, P.C. Past 1933 William Buchanan joins and forms Councilor & Buchanan © Councilor, Buchanan & Mitchell, P.C. Past 1934 SEC is founded © Councilor, Buchanan & Mitchell, P.C. Past 1936-1938 Generally Accepted Accounting Principles (GAAP) is created © Councilor, Buchanan & Mitchell, P.C. Past 1938 Name changes to Councilor, Buchanan & Mitchell © Councilor, Buchanan & Mitchell, P.C. Past 1941 Attack on Pearl Harbor © Councilor, Buchanan & Mitchell, P.C. Past 1943 Income tax withholding is introduced © Councilor, Buchanan & Mitchell, P.C. Past 1945 CBM Principal, Eugene Stossel receives Elijah Watts Sells award for the highest CPA exam score © Councilor, Buchanan & Mitchell, P.C. Past 1945 The atomic bombings of Hiroshima and Nagasaki © Councilor, Buchanan & Mitchell, P.C. Past 1947 Name changes to Councilor, Buchanan, Mitchell & Hayes 1953 Edna Nick becomes first female partner of Councilor, Buchanan & Mitchell 1961 Name changes to Councilor, Buchanan & Mitchell © Councilor, Buchanan & Mitchell, P.C. Past 1964 Japan began operations of the first High-speed train, know as the bullet train © Councilor, Buchanan & Mitchell, P.C. Past 1964 Beatles appear on the Ed Sullivan Show The Who is formed © Councilor, Buchanan & Mitchell, P.C. Past 1965 At a club in England, Pete Townsend accidentally breaks guitar neck on low ceiling © Councilor, Buchanan & Mitchell, P.C. Past 1979 Visicalc electronic spreadsheet introduced © Councilor, Buchanan & Mitchell, P.C. Past 1981 CBM acquires its first computer © Councilor, Buchanan & Mitchell, P.C. Past 1983 Women employees allowed to wear pants to CBM office © Councilor, Buchanan & Mitchell, P.C. Past 1986 First Dooley Mitchell Award goes to Vincent Crescenzi © Councilor, Buchanan & Mitchell, P.C. Past 1990 CBM Basketball Team wins championship of CPA League © Councilor, Buchanan & Mitchell, P.C. Past 2001 Vincent Crescenzi becomes managing partner © Councilor, Buchanan & Mitchell, P.C. Past 2002 CBM transmits first e-filed return © Councilor, Buchanan & Mitchell, P.C. Past 2003 CBM goes paperless © Councilor, Buchanan & Mitchell, P.C. Present CBM Anniversaries 2013 May Karen Yingst Tissie Boland September Martina Childress November Wyatt Hardiman Melanie Todd December Lisa Sippel Keith Laudenberger 2014 January John Comunale Sean Griffin Robert Aceituno 20 yrs 10 yrs 5 yrs 10 yrs June Ngon Olive 39 yrs 15 yrs 5 yrs September Vince Crescenzi Dan Weaver 45 yrs 15 yrs 10 yrs 5 yrs December Pete Reilly Lorraine Flude 35 yrs 20 yrs 5 yrs 5 yrs © Councilor, Buchanan & Mitchell, P.C. Present New Employees Dominick Bellia Norah Jones Maria Luck Ian Nasib Tamara Vonderhorst © Councilor, Buchanan & Mitchell, P.C. Present January Birthdays Kim Poch 5th Ngon Olive 7th John Mullins 11th Sean Griffin 18th © Councilor, Buchanan & Mitchell, P.C. Present Practice Management - Projects Engagement Letters Tax Returns Financial Statements 1,085 3,202 198 © Councilor, Buchanan & Mitchell, P.C. Present ORGANIZATION CHART JANUARY 1, 2014 Shareholders/Executive Chairman of the Board/ Executive Committee Committee Secretary Director Construction/RE ▪ Customer Service ▪ Marketing Vice President Benefit Plans Vice President Tax ▪ Customer Service ▪ Marketing ▪ Customer Service ▪ Marketing ▪ Delivery System Treasurer Treasurer President/Treasurer President/Treasurer Contracts ▪▪ Contracts ▪▪ Legal Legal Vice President Nonprofit Vice President Auto ▪ Customer Service ▪ Marketing Chief Financial Officer ▪ G/L ▪ Human Resources ▪ Administration ▪ Customer Service ▪ Marketing Director Director Technology Professional Development CPE ▪▪ CPE Director Quality Control ▪ Standards/Peer Review ▪ Delivery System Production Department Reporting Manager Reporting Manager Manager Staff Staff Reporting Manager Manager Staff Staff Reporting Manager Manager Staff © Councilor, Buchanan & Mitchell, P.C. Staff Staff Marketing Coordinator 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 © Councilor, Buchanan & Mitchell, P.C. Future One Firm © Councilor, Buchanan & Mitchell, P.C. Future MyPlace © Councilor, Buchanan & Mitchell, P.C. Future CBM 100 Mission Statement CBM will provide valued solutions and timely services to assure our clients’ success. Tag line Centered on Your Success © Councilor, Buchanan & Mitchell, P.C. Future Match the Mission Statement Game Auto 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” © Councilor, Buchanan & Mitchell, P.C. Future Match the Mission Statement Game Amazon “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” © Councilor, Buchanan & Mitchell, P.C. Future © Councilor, Buchanan & Mitchell, P.C. Past, Present, Future January 10, 2014 © Councilor, Buchanan & Mitchell, P.C.
