Accounting & Advisory Services

We go beyond the numbers.

As your business advisors and accountants, our team helps you navigate challenges and gain a competitive advantage, so you can achieve your goals. We bring together accounting expertise and industry-specific business acumen to enhance your efficiency, provide reliable and timely data, manage cash flow, and maximize your profitability. Scroll to explore our services.

  • Financial Statement Preparation

    Gain strategic insights into your business.

    Financial statement preparation

    Financial statements are valuable decision-making tools, containing detailed and accurate information about your company’s financial health. At Dugan & Lopatka, our team not only prepares, compiles, reviews and audits financial statements—we go a step further, helping you gain actionable insights from the data, monitor your business’ progress, and identify opportunities for growth.

  • Outsourced Accounting Support

    A comprehensive solution, built just for you.

    Save money, save time, and gain access to a comprehensive range of accounting services by outsourcing with Dugan & Lopatka. Our team uses state-of-the-art accounting software and digital tools to provide up-to-date information and help you make business decisions in real time. From basic bookkeeping services to CFO-level guidance, we create a custom accounting solution to meet your needs.

  • QuickBooks Support

    Partner with a Pro.

    QuickBooksUse QuickBooks every day? We can help you use it better. Our team of QuickBooks ProAdvisors are certified to provide strategic insights into the software.

    We can help you:

    • Ensure the accounting entries you make are correctly entered.
    • Ensure that your financial statements accurately reflect your organization’s performance.
    • Properly set up QuickBooks or QuickBooks Online.
    • Customize QuickBooks to fit the way you do business.
    • Understand QuickBooks and how it works.
    • Learn tips and tricks to save time and effort.
  • Accounting Process Assessment

    Optimizing your accounting processes.

    Our team reviews your current accounting processes in detail. Then, we help you optimize your processes to be as efficient and effective as possible.

  • KPI's and Industry Benchmarking

    Measure your success & identify areas of improvement.

    KPIs and Industry BenchmarkingWith the right Key Performance Indicators and industry benchmarks, you can determine exactly how well your business is performing, allowing you to identify areas of improvement and plan ahead.

    Our team helps you select the right metrics (KPI’s and benchmarks) for measuring your organization’s financial health. Then, we help you gain actionable insights from the resulting data and make informed decisions.

  • Cash Flow Management

    Don’t just manage your cash flow. Master it.

    Mastering your cash flow is the key to making smarter business decisions and keeping your organization afloat. Our team helps you understand how money moves through your business, forecast your future need for cash, and plan your cash flow over long periods of time.

  • Financial Planning

    The future’s nearly here. Let’s plan for it.

    accounting and advisory servicesThe most successful businesses are the ones that are always looking ahead. That’s why our team takes a proactive, year-round approach to financial planning.

    • We offer extensive annual year-end planning to help you understand and plan for tax implications.
    • We assist with budgeting and forecasting to set targets for future years.
    • We help you track any debt covenant requirements, to ensure you meet them.
    • We can also provide formula driven compensation calculations to assist you in determining wage allocations or year-end bonuses.

Let’s get started.

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