Accounting Firms Are Not All the Same.
Our goal is to be the preeminent accounting and consulting firm serving small and mid-sized companies and nonprofit organizations. We strive to achieve this through the highest quality service to our clients, continued development of services to meet our clients' needs, proactive quality relations with bankers, lawyers, and other business professional advisors, and by investing in the personal development of our team members.
Our Story & History
The Dugan & Lopatka Story
In 1974, Mike Dugan was with Arthur Andersen, the premier accounting firm at the time, in their small business practice when he discovered that privately-held business owners wanted more than a number cruncher. They wanted an outside advisor to help them understand the accounting numbers and to help them make important decisions. He saw that there was a need in the market for more planning. Small and mid-sized privately-held business owners needed the financial expertise of a Controller, but couldn’t afford to hire one of their own. Mike saw that a good accounting firm could fill that void. He wanted to create a firm that not only did the compliance work, but also acted as an outside Controller and helped business owners look into the future and plan for it.
Like many of our clients who are entrepreneurs, Mike Dugan started the firm out of his house. He formed a relationship with Doug Hoffmeyer and the firm moved to Glen Ellyn and became Dugan & Hoffmeyer. After several years working for a national corporation, Jerry Lopatka joined the firm in 1978. When Hoffmeyer left the firm in 1986 to become the CFO for a large corporation, the firm became Dugan & Lopatka.
Today, Dugan & Lopatka offers advice to businesses and nonprofit organizations with and without CFOs and Controllers. We don’t just produce the financial reports and tell our clients how they did last period; we look ahead and help them understand what those numbers mean to the organization going forward. Our motto, adopted shortly after our firm started, is The Difference Is Planning. It reflects our focus on the future and on planning opportunities for our clients.
Our Profile & Credentials
The Difference Is PlanningSM
Dugan & Lopatka, CPAs is one of the top thirty largest accounting firms in the Chicago area according to Crain's Chicago Business and the Daily Herald Business Ledger. Serving all of the Chicago area with over 50 employees centrally located in Wheaton, Illinois, Dugan & Lopatka is the right choice for small and mid-sized closely-held businesses.
Our clients are diverse both as to size and the nature of their organizations. Our clients include manufacturers, real estate developers, construction contractors, distribution companies, service firms, healthcare corporations, not-for-profit organizations and associations, and professionals and other successful individuals.
Dugan & Lopatka is a member of the following professional organizations:
- American Institute of Certified Public Accountants
- Illinois CPA Society
- National Association of Certified Valuation Analysts
- Certified Financial Planners Association
- INPACT International (an international association of accounting firms)
- INPACT Audit
Fixed Prices & Guarantee
Hourly Rates Have Seen Their Time. One Decision. One Firm. One Price.
We have listened to our clients and now offer fixed price agreements to cover many of our services. Because our fixed price agreements can provide on-going access, in the form of unlimited phone support, to the accounting, tax, and business advice you need on a fixed-price basis, you are not inhibited from seeking timely advice by fear of a clock running endlessly.
We Guarantee Our Work to Your Complete Satisfaction.
If you are not completely satisfied with the services performed by Dugan & Lopatka, we will either refund the fee, or accept the portion of the fee that reflects your level of satisfaction. You are the sole judge of your level of satisfaction.
Statement of Values
Our Values Are Standards By Which Business Choices Are Made.
They are revealed in the context of how we relate to each other and those outside our firm. The integrity of a firm’s structure is dependent upon its values. The sum of all of our behavior, which reveals our values, represents our “firm culture.” We believe we will succeed because of our values. The following values represent the substance of our firm’s foundation.
Worth of Individual
We will practice the "Golden Rule" in decision making. We will respect human life, dignity, and rights of each including the consideration of their health, welfare, and work environment. We will seek to give positive affirmation and recognition.
Family and Stability in Relationships
The family is the foundation unit of every society. The family has a higher priority than the firm and its profitability. We will support putting the needs of the family first.
Honest and Truthful Communication
We will strive to be genuine, open, and aboveboard in all relationships. We will honestly and accurately report the facts.
Truth with Integrity
We will be reliable, dependable, and can be counted on to keep our promises, within the promised time frame.
Responsibility of the Individual as a Part of a Team
Each of us will accept individual accountability for the use of our time, talents, and firm resources. We, as a firm, will aim to motivate each other by praise rather than criticism to create an atmosphere of productivity and freedom to admit individual mistakes in order to accomplish our team goals.
Balance of Work/Rest
Vacations and breaks will be encouraged so that proper rest, recreation, and reflection will maximize the long-term effectiveness and productivity of the individual and the entire team. We believe in working hard, but not necessarily in working unproductive, long hours just for the sake of appearance.
In every way possible, we will seek to reward industriousness, innovation, initiative, prudence, and discipline. Our focus is to develop our full potential, the natural results of which is reaping the rewards of our efforts.
Everyone is Accountable to Authority
Any enterprise must have structure and organization. Every person is accountable to a higher authority.
Within every organization there are many managers, but few leaders. Effective leaders will be servants who have attracted a following because of their passion, vision, integrity, and love for their people. We will make every effort to develop this kind of leader.
We will strive to use wisely and prudently the resources with which we have been entrusted.