As your full-service CPA partner, we go beyond
the traditional role of an accounting firm.

We come from a place of understanding to deliver
personal service, reliable outcomes and genuine peace of mind.

Our services

What We Do

Change moments

Serving Your Business Through Times of Transition.

In the life cycle of every company, from its start to when the owner(s) leave or sell the business, there are unique moments that challenge each business and its owners. It is during these unique Change Moments that the support of a strong CPA advisor and friend can be vital.

If one of these Change Moments is keeping you up at night, contact us to learn how we can help you through it.

Common Change Moments:

Changing Accounting Firms
Going for Bank Financing
Handling Fast Growth
Acquiring or Merging A Company
Selling or Exiting Your Company

get in touch

By The numbers

D&L At A Glance

46 Years in business
607 Years of experience
5625 Local businesses served

The Dugan & Lopatka Difference

What Our Clients Say

"Dugan & Lopatka wasn’t just a regular partner, they became a part of our family business." Watch this brief video to learn more about the D&L and Wisdom Adhesives relationship, or click below for a deeper dive. Jeff Wisdom Former President, Wisdom Adhesives Worldwide
WATCH THE VIDEO

"When reviewing CPA firm RFP's, Dugan & Lopatka scored so much higher than their competitors that we didn't interview other firms." Watch this video to learn more about the D&L and New Star Services relationship, or click below for a deeper dive. New Star Services Greg O'Brien, CFO
WATCH THE VIDEO

articles of note

The Latest News & Information

INDUSTRY UPGRADE, Part 2:
How to create a better cost-benefit analysis

Made for manufacturers, this 3-part series equips you with useful tools to invest in new equipment, plan smarter, and face challenges like labor shortages and rising material costs. In Part 2, you will learn how to create a Cost-Benefit Analysis, and how it can help you make smarter decisions. Click to get started! Read more

Cashflow can make or break your business. Here are the basics everyone should know.

Revenue is important, but many otherwise-successful businesses are brought down by cashflow problems. In this post, we explain how smart cashflow management can help you protect your business, make smarter investments, and plan for the future. Read more

A family business is just business… until it isn’t.

Running a family business can be as tough as, well, running a family. In this post, we unpack some of the unique challenges that family-owned businesses face, take a quick detour through HBO’s Succession, and discuss how you can make the right decisions for your business—even when there’s emotional baggage. Read more

Ready to get in touch?

Let’s Talk

As your full-service CPA partner, we go beyond the traditional role of an accounting firm.