DMLO CPAs
DMLO CPAs is an independent, locally-owned CPA firm headquartered in Louisville, KY, delivering assurance, tax, advisory, payroll, wealth planning, and healthcare practice consulting services to mid-market businesses, nonprofits, and high-net-worth individuals across the Kentuckiana region.
- Company typePrivate
- Founded1975
- HeadquartersLouisville, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What DMLO CPAs does
DMLO CPAs (legal name Deming, Malone, Livesay & Ostroff) is an independent, locally-owned CPA firm founded in 1975 and headquartered in Louisville, KY. It is the largest locally-owned CPA firm in the Louisville area and the only remaining independent local firm among the ten largest CPA firms in Kentuckiana, operating from four offices across Louisville and Jeffersonville, plus Corydon and New Albany in Southern Indiana following its October 2020 merger with Rodefer Moss. The firm employs approximately 150 people, including 60+ CPAs, and delivers a full suite of professional services — assurance/audit, tax planning and compliance, client accounting/bookkeeping, payroll processing (DMLO Payroll), wealth planning (DMLO Wealth Planning), business valuations, forensic accounting, litigation support, peer reviews, and healthcare practice consulting (Healthcare Practice Consultants). Service delivery is organized around 11 specialized industry verticals, including construction, credit unions, employee benefit plans, healthcare, hospitality, long-term care, manufacturing and distribution, not-for-profit, real estate, insurance, and service businesses, plus a dedicated high-net-worth individual segment.
The firm's technology stack is intentionally lean and third-party-driven — QuickBooks Online for client bookkeeping, ShareFile for document exchange, CPACharge and Converge Pay for invoicing and payment processing, and a Client Document Portal for secure document access — with no proprietary software platform or AI-driven product layer. Revenue is generated through fixed-fee and hourly professional services engagements, quoted per engagement and delivered directly through staff at office locations and client portals; pricing is not publicly disclosed. Distribution is wholly direct, with no reseller or third-party channel, and the customer base skews to mid-market enterprises and high-net-worth individuals in the Kentuckiana region, including notable logos such as Golf House Kentucky, Poe Companies, Quantum Ink, Boys & Girls Club, and YMCA.
The business model is relationship-led and referral-driven, supported by community investment (One Southern Indiana Lead Investor; Greater Louisville Inc. Private 100 Top Investor), membership in BKR International (81 countries) and the BDO Alliance USA for international and national reach, and consistent workplace recognition (Business First Best Places to Work, When Work Works Award). Disclosed client metrics materially outperform industry benchmarks: 87.5% of clients rate service at 9 or 10 (vs. 48% industry average) and Net Promoter Score is 82.1% (vs. 38% industry average), underscoring strong satisfaction that underpins a long-tenured book of business. Revenue is not publicly disclosed; based on 150 employees and the regional mid-market CPA peer set, estimated annual revenue sits in the $25M-$50M band with low confidence.
DMLO CPAs firmographics
Firmographics- Name
- DMLO CPAs
- Legal name
- Deming, Malone, Livesay & Ostroff
- Website
- https://dmlo.com
- Company type
- Private
- Founded year
- 1975
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- DMLO CPAs is an independent, locally-owned CPA firm headquartered in Louisville, KY, delivering assurance, tax, advisory, payroll, wealth planning, and healthcare practice consulting services to mid-market businesses, nonprofits, and high-net-worth individuals across the Kentuckiana region.
- Ownership category
- akta.pro rank
Where DMLO CPAs is headquartered
LocationHeadquarters
- HQ city
- Louisville
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
DMLO CPAs business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Assurance Services: Financial statement audits, reviews, and compilations; agreed-upon procedure engagements
- Tax Services: Tax planning and compliance for individuals, corporations, partnerships, trusts and estates
- Client Accounting Services: Outsourced bookkeeping, monthly financial statements, payroll assistance
- DMLO Payroll: Payroll processing services for clients
- Business Valuations: Business valuation services including mergers and acquisitions support
- Wealth Planning: Financial planning and wealth management services
- Forensic Accounting: Fraud investigation and forensic accounting services
- Litigation Support: Expert witness and litigation support services
- Peer Reviews: Peer review services for other CPA firms
- Healthcare Practice Consultants: Practice management, tax, and accounting services for medical and dental practices
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
DMLO CPAs product offering
Product offeringCore offering
DMLO CPAs is an independent, locally-owned CPA firm providing a full suite of traditional accounting, tax, and advisory services to businesses, nonprofits, and high-net-worth individuals across the Kentuckiana region. Services span assurance/audit, tax planning and compliance, client accounting/bookkeeping, payroll, business valuations, forensic accounting, litigation support, wealth planning, trusts and estates, and healthcare practice consulting, organized by 11 industry verticals.
Product overview
DMLO CPAs is a professional services firm offering a comprehensive suite of accounting, tax, and advisory services organized into distinct practice areas and industry verticals. The firm operates as a unified service offering rather than a software platform, with services spanning assurance/audit, business valuations, client accounting/bookkeeping, tax planning and compliance, trusts and estates, and forensic accounting. The firm maintains subsidiary brands including DMLO Payroll and DMLO Wealth Planning for specialized services, and acquired Healthcare Practice Consultants in 2014 to serve the medical/dental community. Digital client services include a Client Document Portal for secure document access and an EPayroll Resource Group division added through the 2020 merger with Rodefer Moss.
Differentiator
Problem solved
Functional benefit
Brands
- DMLO Payroll: Payroll services offered by DMLO
- DMLO Wealth Planning
- DMLO Healthcare Consultants
Quantifiable outcome
- 87.5% client satisfaction scores (9 or 10 rating)
- +2 more outcomes
Companies that use DMLO CPAs
Customer profileNamed customers8 records
Segments12 records
Ideal customer profiles6 records
DMLO CPAs technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
DMLO CPAs partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered minor and core.
- Junior Achievement of KentuckianaminorDMLO hosts annual Cornhole Tournament benefiting Junior Achievement of Kentuckiana, supporting youth entrepreneurship and financial literacy programs.
- One Southern Indiana (1si)coreDMLO is a Lead Investor in One Southern Indiana, working with other businesses to advance the community. Partners on community events including the #1siONCE Awards.
- Canopy (Making Kentucky First in Good Business)minorDMLO was one of the first companies to pledge multi-year financial support to Canopy, a nonprofit working with for-profit businesses to identify, measure and grow their social and environmental impact.
- Rodefer Moss of IndianacoreMerger effective October 1, 2020 combining two firms to create approximately 150-employee firm with three office locations in Corydon, Louisville and New Albany. Included EPayroll Resource Group as a division.
- BDO Alliance USAcoreDMLO is a member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms. Provides additional scale and resources while maintaining independent operations.
- National CPA Health Care Advisors Association (HCAA)coreNationwide network of CPA firms devoted to providing specialized accounting, tax and practice management services to physicians, physician groups, and dentists. DMLO joined to enhance healthcare consulting capabilities.
- Greater Louisville Inc. (GLI)coreDMLO is a Private 100 Top Investor and High Impact Company with GLI. Partners on community development initiatives and business advocacy.
- Leadership Louisville CentercoreActive involvement through Leadership Louisville programs including Focus Louisville, Ignite Louisville, and Leadership Southern Indiana. Supports leadership development and community building.
- Louisville Independent Business AllianceminorShareholder Member and sponsor supporting local independent businesses like DMLO. Participation in Buy Local Fair and local business advocacy.
- KyCPA Educational FoundationminorSignificant long-term financial commitment to the Create A Legacy Campaign. Sponsors annual BASE Camp for future CPAs and engages on boards and committees.
- Center for Nonprofit ExcellenceminorDMLO participates in annual Nonprofit Conference and Pyramid Awards of Excellence, presenting the Pyramid Award for Art of Excellence in Collaboration.
- Healthcare Practice Consultants, LLCcoreAcquired in 2014 to expand services to medical and dental community. Successor to Service Bureau for Doctors founded in 1930, believed to be the oldest continuous physician and dental practice management consulting firm in the country.
- BKR InternationalcoreDMLO is a member of BKR International, one of the top 10 global accounting associations, representing the combined strength of similar independent accounting and business advisory firms in 81 countries. Provides global resources and network for international client needs.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
DMLO CPAs competitors and assessment
Company assessmentBroad incumbents
- Wipfli LLP: Top-25 U.S. accounting and advisory firm with strong construction, manufacturing, and not-for-profit practices. Comparable as a larger regional/national firm competing for the same mid-market and vertical clients DMLO serves.
- Crowe LLP: Top-10 U.S. accounting and advisory firm with a strong Indiana/Kentucky presence. Broad incumbent competitor offering the same core services (audit, tax, advisory) with deeper specialty resources than DMLO.
- Forvis (formerly BKD): Top-10 U.S. accounting firm formed from the BKD and Dixon Hughes Goodman merger. A broad incumbent competitor with national scale in the same assurance, tax, and advisory services and a number of DMLO's industry verticals (healthcare, credit unions, not-for-profit).
- BKD (legacy, now part of Forvis): Legacy top-10 U.S. accounting firm with a strong presence in healthcare, credit unions, and not-for-profit verticals — the same industries DMLO targets. Comparable as a large national competitor with similar service offerings at greater scale.
Direct peers
- Mountjoy Chilton Medley (MCM CPAs & Advisors): A Louisville-based CPA and advisory firm (now part of Forvis). Direct competitor with comparable full-service tax, audit, and advisory offerings for businesses and high net worth clients across Kentuckiana.
- Dean Dorton Allen Ford: A large Louisville, KY-based CPA and business advisory firm. Dean Dorton is a direct regional competitor with a similar mix of assurance, tax, and advisory services and overlapping industry verticals (healthcare, manufacturing, not-for-profit) in the same Kentuckiana market.
- Blue & Co. Indianapolis/Carmel, IN-based CPA and advisory firm. Direct regional peer with overlapping healthcare, construction, manufacturing, and not-for-profit verticals and similar client mix in adjacent Indiana/Kentucky geographies.
- Somerset CPAs: Indianapolis-based CPA and advisory firm with a similar mix of tax, audit, and advisory services for closely held businesses, not-for-profits, and healthcare clients. Comparable as a mid-size independent regional firm with comparable service breadth.
- LBMC (Lattimore Black Morgan & Cain): Nashville, Tennessee-based CPA and business advisory firm. Comparable as a large independent regional firm with similar assurance, tax, healthcare consulting, and business valuation services for privately held businesses and high net worth individuals.
Regional players
- Bingham Greenebaum Doll (now Dentons Bingham Greenebaum): A regional accounting and legal services firm historically headquartered in Louisville, KY. Comparable as a multi-discipline professional services firm with deep Kentucky roots and similar mid-market business client base in the same geographic market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
DMLO CPAs social profiles
Digital presenceDMLO CPAs compliance and trust
Trust signalCompliance1 record
DMLO CPAs financial estimates
Financial estimateRevenue estimate
Valuation estimate
DMLO CPAs leadership team
Management profileNumber of profiles
Profiles10 records
DMLO CPAs subsidiaries and ownership
Company hierarchySubsidiaries2 records
DMLO CPAs funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DMLO CPAs M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about DMLO CPAs
What does DMLO CPAs do?
DMLO CPAs is an independent, locally-owned CPA firm providing a full suite of traditional accounting, tax, and advisory services to businesses, nonprofits, and high-net-worth individuals across the Kentuckiana region. Services span assurance/audit, tax planning and compliance, client accounting/bookkeeping, payroll, business valuations, forensic accounting, litigation support, wealth planning, trusts and estates, and healthcare practice consulting, organized by 11 industry verticals.
Is DMLO CPAs a public or private company?
DMLO CPAs is a private company. It is classified as management employee owned and is currently operating.
When was DMLO CPAs founded?
DMLO CPAs was founded in 1975. It employs 101 to 250 people.
Where is DMLO CPAs based?
DMLO CPAs is headquartered in Louisville, United States, in the North America region.
How does DMLO CPAs make money?
Ten revenue lines are on record. Assurance Services are the primary driver. The others are tax Services, client Accounting Services, DMLO Payroll, business Valuations, wealth Planning, forensic Accounting, litigation Support, peer Reviews and healthcare Practice Consultants.
Who are DMLO CPAs's main competitors?
Broad incumbents on record are Wipfli LLP, Crowe LLP, Forvis (formerly BKD) and BKD (legacy, now part of Forvis). Direct peers are Mountjoy Chilton Medley (MCM CPAs & Advisors), Dean Dorton Allen Ford, Blue & Co., Somerset CPAs and LBMC (Lattimore Black Morgan & Cain). Bingham Greenebaum Doll (now Dentons Bingham Greenebaum) is listed as a regional player.
Does DMLO CPAs have an API?
No public API is recorded for DMLO CPAs.