- 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.
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 to meet all your outsourced accounting needs.
We handle the finances, so you can focus on your organization.
Whether you need basic bookkeeping or the full capabilities of a financial department, we provide all the finance and accounting functions of an in-house team in a flexible, fully remote solution. 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. As an outsourced accounting provider and outsourced bookkeeping service provider, we offer an affordable alternative. With D+L as your outsourced accounting firm, 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.
Click or tap below to get started, or keep scrolling to learn more about our outsourced accounting services.
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SERVICE LEVELS 
Service That Suits Your Needs
BASIC, TRANSACTIONAL (BOOKKEEPER LEVEL) SERVICES
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
OUTSOURCED ACCOUNTING FOR YOUR INDUSTRY
Solutions Tailored to Your Needs
Your finances are complicated. We make things simple.
Managing 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.
Our 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.
The 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.
For 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, Accounting & Advisory Services Department 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.
TESTIMONIALSStriving 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