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

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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
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articles of note

The Latest News & Information

For Nonprofits, It’s the Year of the Single Audit. Here’s What You Need to Know.

CARES funding helped many nonprofits stay afloat during COVID-19. Now, it’s making many more face a Single Audit for the first time. In this short article, we break down what this means, how it works, and what you can do to prepare. Read more

Mergers & Acquisitions: How to Get “Deal-Ready”

Today, most middle-market businesses buy or sell, eventually. But many are unprepared for M&A, leading to entirely avoidable financial losses. In this article, we outline how you can position your company for success in current & future deals. Read more

Independent audits are valuable decision-making tools. But only if you follow through.

Sometimes, it takes an emergency (like a pandemic) to reveal fault lines in the systems we take for granted. Or does it? In this piece, we explore how independent audits help organizations identify and mitigate vulnerabilities before they become problems. Read more

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Let’s Talk

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