Dopkins & Company, LLP

What Dopkins & Company, LLP does

Dopkins & Company, LLP is a full-service accounting and consulting firm headquartered in Buffalo, New York, founded in 1955 by Leonard Dopkins. The firm employs approximately 140 professionals organized across six core service lines: Audit & Assurance, Tax & Business Services, Client Accounting & Advisory Solution (CAAS), Transaction Advisory, Wealth Management (through wholly-owned Dopkins Wealth Management, LLC), and Forensic & Risk Services. It also operates Dopkins Capital Advisors LLC, an investment banking and valuation subsidiary. Dopkins serves a diversified client base spanning 13 industry verticals — including manufacturing, healthcare, dairy/agribusiness, construction, financial services, auto dealerships, life sciences, real estate, and craft beverage — primarily across Western New York but with capability to serve clients nationally through its Sage Intacct cloud ERP practice. The firm holds 13 consecutive highest-possible AICPA peer review rankings spanning over 40 years and is the only New York-headquartered firm outside Manhattan to receive INSIDE Public Accounting's 'Best of the Best' designation in both 2024 and 2025.

The firm generates revenue through professional services fees structured as multi-year engagements with quote-based pricing tied to scope, client size, and complexity. Recurring revenue streams include annual audits, tax planning and compliance, CAAS managed-services contracts (outsourced accounting, controller, and CFO-level advisory), and asset-based fees from the RIA subsidiary. Proprietary tools include the Business Exit Readiness Index, Growth Planning Index, and Owner Dependency Index assessment instruments used to systematize business transition advisory, along with the MC5 healthcare framework addressing cost, revenue cycle, process of care, organizational change, and compliance. Technology infrastructure is anchored on Sage Intacct (cloud ERP) and Sage 300 (on-premises ERP) as a certified partner, with QuickFee handling online invoicing and payment processing.

Ownership is held entirely by the firm's partners, with no external parent, private equity, or institutional investor. Thomas R. Emmerling serves as Chief Executive Officer of both Dopkins & Company, LLP and Dopkins Wealth Management, LLC. The firm is in its second generation of locally-based leadership with a stated strategic intent to transition to a third generation. Operations are concentrated at 200 International Drive, Buffalo, NY, with go-to-market executed through partner-led relationship selling, thought leadership content, regional events, and referrals from attorneys, financial advisors, and other professional service providers in Western New York.

Name

Dopkins & Company, LLP

Legal name

Dopkins & Company, LLP

Website

https://dopkins.com

Company type

Private

Founded year

1955

Operating status

Operating

Headcount range

101–250 employees

Short description

Dopkins & Company, LLP is a Buffalo-based, partner-owned full-service accounting and consulting firm with ~140 professionals delivering audit, tax, advisory, outsourced accounting (CAAS), wealth management, and transaction advisory services across 13 industry verticals in Western New York and beyond.

Ownership category

akta.pro rank

Headquarters

HQ city

Buffalo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Audit & Assurance Services: Financial statement audits, attestation services, employee benefit plan audits, IT assurance, internal audit support for private, public, and non-profit organizations
2. Tax Services: Tax planning and preparation for businesses and individuals, including federal, state, local, and international tax services, R&D tax credits, succession planning
3. Client Accounting & Advisory Solution (CAAS): Outsourced accounting department services including transaction processing, controller-level services, financial planning and analysis, and CFO-level advisory services
4. Transaction Advisory Services: M&A advisory, business valuations, buy-side and sell-side transaction support, capital raising assistance
5. Wealth Management: Investment advisory services, portfolio management, retirement planning, estate planning through Dopkins Wealth Management, LLC (registered investment advisor)
6. Forensic & Risk Services: Fraud investigations, litigation support, fraud risk management, internal control advisory

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Dopkins & Company, LLP is a full-service accounting and consulting firm delivering audit and assurance, tax planning and preparation, Client Accounting & Advisory Solution (CAAS) outsourced finance services, transaction advisory, valuation, forensic and risk services, change management, and wealth management through its subsidiaries. The firm also resells and implements Sage Intacct cloud ERP and Sage 300 ERP software solutions to clients in Western New York and beyond. Services are delivered via a partner-led 'One Firm' model across 13 industry verticals including manufacturing, healthcare, family-owned businesses, food and agribusiness, and life sciences.

Product overview

Dopkins & Company, LLP is a full-service accounting and consulting firm operating as a platform of interconnected professional services. The core offerings include Audit & Assurance, Tax & Business Services, and Client Accounting & Advisory Solution (CAAS) as the primary service lines, supplemented by specialized practices in Wealth Management (Dopkins Wealth Management, LLC), Capital Advisory (Dopkins Capital Advisors LLC), Healthcare (MC5 Framework), Forensic Services, Risk Advisory, Transaction Advisory, Valuation Advisory, and Change Management. The firm leverages third-party technology integrations including Sage Intacct (cloud ERP), Sage 300 ERP (on-premises), and QuickFee (payment processing). Proprietary tools include the Business Exit Readiness Index, Growth Planning Index, and Owner Dependency Index assessment instruments.

Differentiator

Problem solved

Functional benefit

Brands

• Dopkins Capital Advisors LLC: Investment banking, business exit planning, transaction advisory services, and valuation advisory services for business growth and transitions.
• Dopkins Wealth Management, LLC

Products and services

• Audit & Assurance Services Full range of assurance services including financial statement audits, employee benefit plan audits, fraud prevention, internal audit, IT assurance, internal controls, risk assessment, and Sarbanes-Oxley advisory for private, public, and non-profit organizations.
• Tax & Business Services
• Client Accounting & Advisory Solution (CAAS)
• Dopkins Wealth Management, LLC
• Dopkins Capital Advisors LLC
• Transaction Advisory Services
• Valuation Advisory Services
• Forensic Services
• Risk Advisory Services
• Change Management Services
• MC5 Health Care Framework
• Not-for-Profit Health and Human Services
• Succession Planning Services
• Retirement Plan Services
• Sage 300 ERP Solutions

Quantifiable outcome

• Client satisfaction score of 9.47 out of 10, representing a 6% increase over prior year
• +2 more outcomes

Named customers2 records

Segments13 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Sage IntacctcoreTechnology or IntegrationDopkins is a Sage Intacct partner offering cloud-based ERP implementation and support services. The firm provides Sage 300 ERP software solutions for legacy clients as well as Sage Intacct for cloud accounting. Sage Intacct is described as a best-of-breed cloud finance software for businesses of any size.
• QuickFeeminorOthersQuickFee provides online payment processing services for Dopkins clients, offering ACH/bank transfer, credit card processing (with 3% fee), and payment plan options for invoices of $2,000 or more.
• Six Sigma Training PartnerminorStrategic or Co-development PartnerThrough a strategic relationship with a local world-class consulting group, Dopkins provides Six Sigma training leading to green belt certification for client teams.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Top global accounting network serving many of the same middle-market, family-owned, healthcare, and manufacturing clients that Dopkins targets, representing the upper bound of competitive pressure.
• Plante Moran: Large national CPA and business advisory firm whose manufacturing, healthcare, and family-business practices compete directly with Dopkins' specialized verticals for larger middle-market clients.
• Marcum LLP: Top-10 national accounting firm with a strong Northeast presence providing audit, tax, advisory, and wealth management to mid-market companies that compete head-to-head with Dopkins for larger regional engagements.

Direct peers

• Tronconi Segarra & Associates: Buffalo/Niagara regional CPA and business advisory firm offering audit, tax, and consulting to closely overlapping mid-market and family-owned business clientele in Western New York.
• Lumsden & McCormick, LLP: Buffalo-based full-service CPA firm with comparable size, multi-discipline practice (audit, tax, advisory), and similar Western New York vertical specialization — the closest like-for-like competitor.
• The Bonadio Group: Upstate New York-based full-service CPA firm with comparable service mix (audit, tax, outsourced accounting, wealth advisory) and similar regional mid-market client base.
• Insero & Co. CPAs: Rochester-based mid-market CPA firm with closely overlapping audit, tax, advisory, and outsourced accounting services for family-owned and privately held businesses in Upstate New York.
• EFPR Group, LLP: Rochester/Buffalo-based regional CPA and advisory firm of comparable headcount with overlapping audit, tax, valuation, and transaction advisory practices.
• Chiampou Travis Besaw & Kershner LLP: Buffalo-area CPA firm with similar mid-market, multi-vertical practice serving family-owned businesses, healthcare, and nonprofits in Western New York.
• Freed Maxick CPAs: Western and Central New York CPA firm with similar mid-market, multi-vertical positioning including family-owned businesses, healthcare, and manufacturing advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/dopkinsandco
• Facebookfacebook.com/dopkins-company-llp-240899439274644
• LinkedInlinkedin.com/company/dopkins-&-company-llp
• Instagraminstagram.com/dopkinsandcompany

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dopkins & Company, LLP