Our focus is to find creative, yet focused ways to help you achieve your organization’s missions and goals.

Dugan & Lopatka is not the only accounting and consulting firm that serves nonprofits. But there is a difference between a firm that specializes in serving the industry and a firm that serves nonprofits as a means of keeping its corporate accounting staff busy during the off-season. Our clients can readily see that difference in our innovative ideas, in the rewards our experience provides and through the quality of our work.

As specialists in the industry, we have experience working with many nonprofit clients, which keeps our team current with relevant assurance and tax-exempt issues.

Since 1974, we have been active in the not-for-profit industry. Our CPAs and consultants are always on the cutting edge of industry-related changes. Our focus is to find creative, yet focused ways to help you achieve your organization’s missions and goals. As specialists in the industry, we have experience working with many nonprofit clients, which keeps our team current with relevant assurance and tax-exempt issues. We understand the special accounting, auditing and reporting requirements for your organization and will help you meet these requirements in a timely manner utilizing our extensive knowledge of recent changes affecting nonprofit organizations. We speak your language. Your financial statements and our presentations to your board of directors will be presented in nonprofit terms.

Our commitment to our community is very personal. Many of our principals, managers and staff contribute substantial time, energy, and funds to causes we believe in. We do this because we care about our community but our firm also benefits from the understanding we obtain about the issues and challenges of nonprofits.

Why Dugan & Lopatka? Simple. We are experts in the industry. We offer expertise the smaller practices cannot touch, while the larger organizations do not provide the personal and dedicated service we are known for.

Specialized Services

• Compliance with Sarbanes-Oxley Act of 2002
• Whistle-blower protections
• Document destruction/retention policies
• Financial forecasts and budgets
• Cash flow modeling and analysis
• Revenue improvement
• Fundraising
• Planned giving optimization
• Marketing and public relations
• Audits, review and compilations
• Bond and grant compliance
• Internal control and systems evaluations
• Federal and state tax return preparation
• Federal and state payroll tax issues
• Attorney General compliance
• Tax-exempt status applications
• Creation of a foundation
• Unrelated Business Income Tax (UBIT) planning
• Insurance Services
• Retirement planning and leadership succession

Our industry experience includes, but is not limited to –

• Civic and community organizations
• Cultural organizations
• Education establishments
• Health & welfare organizations
• Private and community foundations
• Private country clubs
• Professional and trade societies and trade associations
• Religious organizations

To learn more about how we can add value to your nonprofit, call us at 630-665-4440.