Customer Service Is Your Foundation

There are a wide-range of service companies, but all have one thing in common Рeach devotes time and money to providing high quality services for their clients.  With service being the foundation of our business, Dugan & Lopatka understands that your accounting, tax and business needs can sometimes be complicated.  Some of the service providers we have assisted through the years include:

  • Healthcare groups including physicians, pharmacists, dentists and counselors.
  • Business service firms including marketing, advertising, mailing services, IT support, consulting, training, and recruiting firms.
  • Counseling service providers such as marriage, weight loss, career planning, pastoral, and psychiatric counselors.
  • Transportation service firms like trucking, busing, taxicab service, limousine service, and car rental agencies.
  • Personal service businesses including pet grooming, catering, photography, realtors, and wedding planners.
  • Social service firms like individual and family services, child day care, and residential care facilities.
  • Maintenance service firms including landscaping, plumbing and electrical, equipment service, automobile service, and extinguisher inspection.
  • Resources For Our Service Provider Clients
    • Business advisory and evaluation services
    • Employee benefit plan audits
    • Marketing and business development consulting
    • Succession and ownership transfer planning
    • Wealth management solutions
    • Cash flow forecasts and projections
    • Mergers and acquisitions
Key Contacts
Ron Marklund Principal, Audit & Review Department Contact Ron
Andrew Schmidt Manager, Tax Department Contact Andrew
Lynn Cotteleer Manager, Accounting & Consulting Services Department Contact Lynn