Save money, save time, and gain access to a comprehensive range of financial solutions by outsourcing with Dugan & Lopatka. From basic bookkeeping services to CFO-level guidance, we create a custom outsourced solution tailored to your needs.

We handle the finances, so you can focus on your organization.

Whether you simply need bookkeeping services or the full capabilities of a financial department, we provide all the services of an in-house team (and more) with significantly greater efficiency. Plus, our solutions are tailored to your organization, so you only pay for the services you actually use.

Staffing an internal accounting department can be expensive and inconvenient—the costs are often prohibitive for mid-sized businesses, and turnover is a constant challenge. We provide an affordable alternative. When you outsource accounting services with Dugan & Lopatka, you have a trusted team of financial experts at your back, at a price you can afford.

Our experts use state-of-the-art accounting software and digital tools to provide up-to-date information, helping you make business decisions in real time. We also bring decades of industry-specific expertise to the table, so you can feel confident knowing that our guidance is coming from a place of understanding.

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SERVICE LEVELS

Service That Suits Your Needs

BASIC, TRANSACTIONAL (BOOKKEEPER LEVEL) SERVICES
  • Cloud Bookkeeping – Maintain the accounting system and record all transactions in our cloud-based solutions.
  • Accounts Receivable – Invoicing, posting deposits and tracking receivables.
  • Accounts Payable – Ensure payments are accurate and timely by customizing an approval process and paying bills electronically.
  • Expense Reimbursements – Automate the expense reporting process by utilizing your smart phone.
  • Payroll Services – Process payroll, make deposits and file tax returns.
A STEP UP IN SERVICES
  • Month End Close – Maintain your general ledger and reconcile bank and credit card accounts.
  • Financial Reports – Customizable reports to show you the information you want and need to see.
  • Audit Preparation & Support – Provide the financial information and schedules required for the annual audit.
  • Monthly Meetings – Review the monthly financials with you tor provide insights and help understand the numbers.
  • Develop Policies & Procedures – Streamline the accounting function by ensuring it is efficient and effective.
EXPERT LEVEL GUIDANCE & DIRECTION
  • Forecasting & Budgeting
  • Cash Management – Help to manage and understand your cash flow.
  • Strategic Planning
  • Dashboards, KPI’s and Benchmarking – Gain insights on your organization’s performance by comparing current performance to previous periods and the industry averages.
  • Bank Monitoring – Assist with your banking relationship and tracking your loans and covenants.
  • Other Advisory Services 
WHY OUTSOURCE?

The Upside Of Outsourcing

  • GO MOBILE

    These days, business owners are not strapped to their desks. You have to go where the business is. Instead of having to be in the office to approve payments or review a contract, you can access that information from any mobile device including laptops, tablets or the palm of your hand via your smartphone.

  • Work with experts

    By teaming up with Dugan & Lopatka, you will have access to expert advice and confidence in financial reports that meet regulatory and compliance standards.

  • Real-time bill paying and reporting

    Always have current, up-to-date financial information to help make decisions to run your organization.

  • Save time, allowing you to focus on your business

    By outsourcing your accounting to Dugan & Lopatka you can focus your energy and time on growing your business. You can take the time previously spent on laborious tasks and concentrate it on high-yielding activities. Time-consuming processes such as data entry and check runs are taken off your plate, so you can focus on business priorities.

  • Save money

    The real value of outsourcing your accounting services is that it increases efficiencies and reduces your costs. By outsourcing your accounting operations to Dugan & Lopatka, you are only paying for the accounting help you need – when you need it. With absolutely zero employee-related costs to deal with!

  • Use the best technology

    We pride ourselves in our accounting systems and techniques and ensure that we are always at the forefront of technology. With Dugan & Lopatka, you are not only getting trained staff to handle the job, you also get access to state-of-the-art accounting software.

  • Gain greater insight into your business

    Gain the strategic insight you need around your financial performance to successfully run a business. You can eliminate bulky spreadsheets in favor of a cloud-based reporting platform that is always up-to-date. This information allows you to project receivables and payables, reveal potential problems in advance, and helps you rapidly plan for alternatives.

  • Ensure business continuity

    If a pipe breaks causing water to ruin your files or temporarily close your office, that does not mean you will have to stop invoicing, collecting money or paying your bills. Dugan & Lopatka stores your valuable information in an encrypted, secure cloud environment. All you need is Internet access to continue business as normal.

  • Maintain stability

    Outsourcing your finance and accounting operations also assures you continuity of the financial function. With Dugan & Lopatka you no longer have to worry about staff turnover or poor internal hires.

  • One monthly fee

    All accounting-related costs for software, hardware and staffing are in one monthly, affordable fee.

  • Scrap the paper

    Paper-based processes are notorious for eating up large volumes of time related to filing and tracking down documents. With Dugan & Lopatka, you can upload your bills and paperwork to a centralized, cloud-based repository of information that includes due dates, tracking of approvals and bill payment based on your schedule. It also means you can store contracts with bills for easy access – no more digging through files. Information is available at your fingertips.

OUTSOURCED ACCOUNTING FOR YOUR INDUSTRY

Solutions Tailored to Your Needs

We help you pursue your mission efficiently & effectively.

As your outsourced accounting team, we help your organization save money and navigate the unique challenges and regulatory requirements of the nonprofit industry. We help you:

  • Boost your efficiency and drive down costs with automated systems, state-of-the-art software and industry-specific expertise.
  • See things clearly: Our team provides an accurate, complete picture of your finances in real time. This helps you proactively manage key initiatives, take action early, and improve outcomes across funding sources, locations, grants and programs.
  • Improve productivity: Our automated workflow systems make it easier to approve and pay bills, making your core financial operations faster and more efficient.
  • Manage grants and programs more efficiently: Our outsourced services allow you to track and manage your grants, programs and funds in real-time, giving you the information you need to make smart, proactive decisions.
Your finances are complicated. We make things simple.

Outsourced accounting professional servicesManaging finances is complicated in every industry, but businesses in the professional service sector—such as law, architectural and engineering firms—are faced with an especially complex challenge. Often, these businesses have professionals and clients located throughout the United States, they need to analyze profitability for multiple entities, and the needs of their company and market are constantly shifting.

We simplify things. Whether we’re boosting the capabilities of your financial team or acting as your complete outsourced accounting office, we can provide everything from payroll and invoicing to cashflow management, taxes, CFO services and more. The bottom line: When you have our team at your side, you have all the financial capabilities your business needs, provided by experts you trust.

We bring decades of experience to the table.

outsourced accounting healthcareOur team has worked with numerous practices in the Chicagoland healthcare market, and we understand the unique challenges you face and what your organization needs to succeed.

We provide a comprehensive suite of back-office services, from payroll and electronic bill paying to monthly bank account reconciliation, cashflow management and more. Meanwhile, we provide you with monthly financial reports tailored to your practice.

You focus on serving your customers—we’ll take care of the rest.

outsourced accounting servicesThe service industry is a highly competitive sector where every advantage counts. Our team gives you an edge by providing outsourced accounting, controllership and CFO services—you can even outsource your entire financial department with us—to save you time and money while bringing new capabilities to your business. That means you can focus more resources on serving your clients.

Gain a competitive advantage by outsourcing your financial services.

outsourced accounting industrial constructionFor decades, our team has served countless manufacturers, distributors, warehousers and contractors across the Chicagoland area. We understand the challenges you face, from rising costs and global/regional competition to regulatory compliance and technological advancement, and we help you gain an advantage by cutting costs, bringing cutting-edge technology to the table, and providing services that go beyond the capabilities of most in-house accounting departments.

Whether you need us to boost your current capabilities or perform all the duties of an in-house financial department, our team is ready to help you run a more efficient operation and meet your financial goals.

Some of our services include:

  • Inventory management & controls
  • Cashflow forecasts & projections
  • Capital budgeting & analysis
  • Cost segregation studies
  • R&D tax credit studies
  • Inventory capitalization rules
  • Income tax depreciation
  • Tax credits & job incentive initiatives
  • CRM, ERP & accounting software
KEY CONTACTS
ACCOUNTING SERVICES
Leo Misdom Principal, Accounting & Advisory Services Department Contact Leo
ACCOUNTING SERVICES
Mike Lee Principal, Outsourced Accounting & Accounting Services Contact Mike
ACCOUNTING SERVICES
Nick Pollastrini Manager, Accounting & Advisory Services Department Contact Nick
STRATEGIC PARTNERS

Helping Us Help You

Dugan & Lopatka is proud to partner with the following cloud based, online business payment solutions and accounting software to provide our clients with cutting edge technology, ensuring state-of-the-art resolutions to any accounting concern.

TESTIMONIALS

Striving For Excellence

“Our questions are explained in ways that are always understandable. Dugan & Lopatka goes above and beyond what we require of them to make certain that their answers to questions posed by our team are understood. They make our business relationship enjoyable!” Irene Lazaroski Director of Meetings & Education, Catholic Cemetery Conference

Outsourced Solutions Tailored to Your Needs

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