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The Naperville CPA Firm For Small And Mid-Sized Businesses

Small and mid-sized businesses face unique challenges not only in their accounting needs but also in getting the attention they deserve from their accounting and CPA advisors. It is all too common for smaller businesses to get pushed to the side in favor of larger clients at many Naperville CPA firms.

Not at Dugan & Lopatka. We have built our CPA practice on providing high-quality, dedicated audit and accounting services and tax preparation to Naperville, IL businesses of all sizes, with a special focus on small and mid-sized organizations.

Who We Serve

Early on in the formation of our business, we saw an opportunity to help small and mid-sized companies enjoy the benefits that a Controller brings to a business without the expense of hiring another full-time employee. Since that time we've been helping small and mid-sized businesses not only fulfill their accounting duties and functions, but understand what those numbers mean. We help our clients interpret those numbers so they can make informed business decisions and plan for their future.

We work with clients in many industries including:

  • Construction
  • Manufacturing
  • Not-For-Profits
  • Services
  • Distribution
  • Family Business
  • Professional Services
  • Real Estate Development

Services Offered

Based in Wheaton just off Naperville Road, our CPA firm provides all of the traditional CPA and accounting services you'd expect from your accounting partner: accounting functions, audits and tax preparation in Naperville, IL, but we offer much more than that. As our clients' needs have changed, our services have expanded to include:

  • Financial forecasts and projections
  • Cash flow forecasts and projections
  • Capital budgeting and analysis
  • Cost segregation studies
  • Research & experimentation tax credit studies
  • Various tax credits and job incentive initiatives
  • ERP and accounting software solutions
  • Employee benefits plan audits
  • Marketing and business development consulting
  • Succession and ownership transfer planning
  • Wealth management and retirement planning
  • Bank loan covenant monitoring
  • Insurance protection

Why Dugan & Lopatka?

Dugan & Lopatka is one of the largest public accounting firms in the Chicagoland area, but one of the only firms of its size to focus exclusively on small and mid-sized organizations. This means our clients receive the expertise and experience of a large accounting firm with the personal attention and caring of a smaller Naperville CPA firm.

Our focus on small and mid-sized organizations allows us to not only provide highly specialized services that meet the needs of smaller organizations, but to form strong business relationships as well. We care about our clients and the success of their businesses. 

Our goal for our clients is to make the accounting function less stressful, achieve lower taxes and higher profits for the business and to serve as a business advisor for all of their business and finance needs, questions and concerns.

For more information about Dugan & Lopatka and the services we provide visit us at: www.duganlopatka.com.

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By Dugan Lopatka - Accountants for Midsize Businesses in Chicago:  CPAs for Small Businesses

  • Addison
  • Aurora
  • Bartlett
  • Batavia
  • Bensenville
  • Bloomingdale
  • Bolingbrook
  • Burr Ridge
  • Carol Stream
  • Chicago
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  • Darien
  • Downers Grove
  • Elgin
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  • Geneva
  • Glen Ellyn
  • Glendale Heights
  • Hanover Park
  • Hinsdale
  • Hoffman Estates
  • Itasca
  • Joliet
  • Lemont
  • Lisle
  • Lombard
  • Montgomery
  • Naperville
  • North Aurora
  • Oakbrook
  • Oakbrook Terrace
  • Oswego
  • Plainfield
  • Romeoville
  • Roselle
  • St. Charles
  • Schaumburg
  • Streamwood
  • Villa Park
  • Warrensville
  • West Chicago
  • Western Springs
  • Westmont
  • Wheaton
  • Willowbrook
  • Winfield
  • Wood Dale
  • Woodridge

Dugan & Lopatka, CPAs, PC, 104 E. Roosevelt Road, Wheaton, Illinois 60187 -MAP- T: (630) 665-4440 Fax: (630) 665-5030