Dugan + Lopatka, CPAs

09/01/2026

Leadership transitions are easier to navigate when there’s a plan in place.

A thoughtful succession plan helps nonprofit organizations maintain stability, preserve institutional knowledge, and move forward with confidence. Our latest blog explores why succession planning should be part of every nonprofit’s long-term strategy.

Read more.

08/25/2026

For Alex Hardie, one of the best parts of working at D+L is the people.

As a Manager in our Tax Department, Alex appreciates the cooperative culture that allows team members to share ideas, solve problems, and continually learn from one another. That spirit of curiosity helps our team stay ahead in an ever-changing industry.

“D+L has smart, supportive leaders who invest in developing our staff, and it shows in how the team grows together,” Alex says. “No matter what a client needs, there’s always someone ready to jump in and help.”

Thanks for all you do, Alex!

08/18/2026

Artificial intelligence is quickly becoming part of everyday operations for many nonprofit organizations. But before employees, volunteers, and leadership teams embrace new tools, organizations should establish clear guidelines for how those tools should be used.

Our latest blog explores why every nonprofit should consider implementing an AI-use policy and what that policy should include.

Learn more in our latest blog post.

Read more.

08/12/2026

We’re excited to share that Dugan + Lopatka has once again been recognized by Inside Public Accounting as one of the nation’s top 500 CPA firms! ⭐️

We’re incredibly grateful to our clients for their trust and to our team members for the expertise, dedication, and care they bring to their work every day.

Read the full story on our blog.

Read more.

08/11/2026

Major transitions test systems, reporting, and confidence in the numbers.

When Sharing Connections needed new accounting support, Dugan + Lopatka stepped in to rebuild structure and improve clarity across reporting and audits.

The result: stronger systems and easier board reporting.

Learn more about working with our team: https://www.duganlopatka.com/

08/04/2026

A friendly reminder: Third quarter estimated tax payments are due September 15, 2026. 🗓️

If you're required to make quarterly estimated tax payments, now is a good time to review your year-to-date income and ensure your payment reflects your current financial situation. Adjusting your estimates throughout the year can help reduce the risk of underpayment penalties and avoid surprises at tax time.

If your revenue or income has changed significantly this year, or you're unsure whether your estimated payments should be updated, contact the team at D+L to evaluate your options before the deadline. https://bit.ly/4jOAJ7X

07/15/2026

Building strong client relationships is one of the things Eric Thompson values most about his work at Dugan + Lopatka.

As a Manager in our Accounting & Advisory Services Department, Eric enjoys the opportunity to work directly with business owners and help guide long-term planning decisions. “With D+L being a mid-size firm, I enjoy getting to know business owners on a personal level and being there to advise on their business operations and long-term tax planning,” he says.

We appreciate the insight and dedication you bring to the team, Eric!

07/13/2026

Revenue doesn't always tell the full story in construction.

Metrics like WIP, job profitability, cash flow, and change order management often provide a much clearer picture of financial performance.

In our latest blog, we explore five KPIs that can help construction companies improve visibility and make more informed decisions.

The most successful construction companies know their numbers. In this blog, we break down 5 KPIs that can help you make more informed decisions.

07/10/2026

The best partnerships go beyond the numbers.

Eric Wulf, CEO of the International Carwash Association, says Dugan + Lopatka feels like “an extension of our team.” From budgeting and financial reporting to payroll compliance and day-to-day support, we’re proud to help organizations make confident financial decisions and operate more efficiently.

See how D+L can support your organization: https://www.duganlopatka.com/

07/07/2026

For nonprofits, Form 990 is all about the details. Donor-advised funds are one area where those details matter.

Reporting the correct donor and placing contributions in the right sections can shape how your return is presented and understood.

Take a closer look at a few key considerations in our latest blog.

Learn more.