Firm Profjle WHO WE ARE At MCM CPAs & Advisors, we think beyond - - PDF document

Expert guidance, beyond the bottom line.

Firm Profjle

At MCM CPAs & Advisors, we think beyond the bottom line. We provide our clients with services that reach beyond traditional tax and assurance offerings by nurturing high-impact expertise in an array of industries, technologies and operations. We help our clients identify

• pportunities, and anticipate challenges, from all angles.

MCM is a large regional CPA and advisory firm employing more than 350, including more than 160 CPAs. We serve both privately and publicly held businesses, non-profit

• rganizations, small businesses and individuals out of seven different offices throughout

Kentucky, Indiana and Ohio. MCM specializes in high-impact tax, assurance and business advisory services, with expertise across a variety of industries. We are regularly recognized as one of the United States’ top 100 CPA firms, as ranked annually by Accounting Today and the Institute for Public Accountants (IPA).

WHO WE ARE WHAT WE DO

Mission

We exist to help both our clients and team succeed.

Core Values

People Matter We genuinely care about our people, personally and professionally, and ensure relevance in their work. Leaders Inspire We inspire each other to sustain our vision and advance our mission as a firm. Excellence Rules We are committed to superb client service, high quality expertise and significant client relationships.

Expert guidance, beyond the bottom line.

Industry Expertise

While traditional tax, assurance and business advisory services are at the core of what we do, our professionals are knowledgeable in various industries and disciplines, bringing expertise that goes well beyond traditional tax and audit offerings. We are active members of numerous industry professional

• rganizations, regularly speak at conferences, and nurture the educational pursuits of our team. Through

focused niche teams, we offer specialized advisory services in the following industries:

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Locations

Jefgersonville, IN Louisville, KY Lexington, KY Cincinnati, OH

702 North Shore Dr Suite 500 Jeffersonville, IN 47130 3536 Edwards Rd Cincinnati, OH 45208 1000 Vine Center 333 West Vine St Lexington, KY 40507 2600 Meidinger Tower 462 South Fourth St Louisville, KY 40202 2100 PNC Center 201 East Fifth St Cincinnati, OH 45202

Indianapolis, IN

6840 Eagle Highlands Way Indianapolis, IN 46254 6515 East 82nd St Suite 104 Indianapolis, IN 46250

Insurance Manufacturing & Distribution Not-for-profits Private Equity Real Estate Transportation & Logistics Automotive Construction Financial Institutions Government Healthcare Hospitality & Restaurants

Expert guidance, beyond the bottom line.

Recognition

MCM commands a strong reputation both within our industry, as well as within the communities we serve. We are one of the few firms within Accounting Today’s Top 100 with a female managing partner. This reputation is regularly reflected via awards, invitations to serve as thought leaders, and media recognition.

Opportunity

Nurturing professional and personal growth within our team is a high priority at MCM. We provide a variety of in-house initiatives and “think tank” programs to all levels of our organization, and have consistently been rated as one of the Best Places to Work in multiple states and cities. Next Gen Committee – Aims to involve younger team members in the firm’s strategic growth plan Leadership Academy – Cultivates the firm’s next wave of senior leadership Advisory Board – Brings together external business leaders with senior internal staff to advise on ways the firm can grow and improve Women’s Inspirational Network (WIN) – Promotes women in the workplace

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Community Commitment

MCM is proud to say “we’re home” in five different regional communities, and in addition to serving our clients, we also partner with a number of non-profit organizations in each. We fundraise for, volunteer with, and donate to a number of organizations working to make our cities better places to live and work. Our Charitable Action Committee (CAC) spearheads these initiatives, both internally and externally, via charity drives and regular volunteer participation opportunities. MCM regularly provides funds to more than 100 non-profit organizations. We invest in our communities through such organizations as GLI—Metro Louisville Chamber of Commerce, Metro United Way, Fund for the Arts, Special Olympics of Kentucky, One Southern Indiana, and the National As- sociation of Women Business Owners (NAWBO). MCM is also a strong supporter of Accounting for Kids, a not- for-profit organization that serves children by working with local school districts to introduce financial literacy concepts to children in a fun and interactive manner and to inspire the professional community to consider becoming mentors and/or tutors to at-risk youth. average hours of community service each year per year in non-profit support per year in office fundraising benefitting organizations each year 1,500 $400,000 $60,000 100

Expert guidance, beyond the bottom line.

MCM CPAs & Advisors

Kentucky | Indiana | Ohio

www.mcmcpa.com | 888.587.1719

For more information about how MCM can help you reach beyond the bottom line, please visit our website, give us a call to schedule an appointment, or look for us on social media.

Firm Profjle

Global Association

MCM’s membership in PrimeGlobal, one of the top five largest associations of independent accounting firms in the world, provides our clients seamless access to well-regarded firms with excellence in all disciplines throughout the United States and in more than 80 countries.

Oversight

Security & Confidentiality: Client information is a valuable asset and MCM is committed to preserving and protecting it. MCM does not disclose non-public personal information of former clients, current clients, client’s clients, vendors, or employees without consent with anyone, except as required by law. Through ongoing processes, we aim to provide the highest level of security possible for the privacy of information by all components of the Firm. Quality Control: One of our core values is our commitment to quality, evidenced by our superb client service, high quality expertise and significant client relationships. MCM maintains a quality assurance system designed to ensure that our products and services go well beyond the minimum professional standards. Our commitment to client service begins with a focus on ensuring our clients’ expectations are understood, communicated and met. MCM is a member

• f the Public Company Accounting Oversight Board (PCAOB), Securities and Exchange Commission (SEC), Government

Audit Quality Center (GAQC), and the Employee Benefit Plan Quality Center (EBPQC). Independence: As members of the PCAOB and SEC practice section of the AICPA, we maintain and adhere to high standards relating to independence issues. Combined revenues US $2.1 billion Member firms 300 Countries 80 People 13,000 Offices 800

History

1980 1988 2010 2010 2012 2015

Mountjoy & Bressler Founded Chilton & Medley Founded Merger of M&B and C&M completed to create Mountjoy Chilton Medley LLP (MCM) McCauley Nicolas joins MCM Cooney Faulkner & Stevens joins MCM Elliot Davis Decosimo joins MCM Henry Hawkins Co merges with MCM

2016 2017

Debuted in Indy with K.B. Parrish merger