Fenner Melstrom & Dooling, PLC

What Fenner Melstrom & Dooling, PLC does

Fenner Melstrom & Dooling, PLC is an independent CPA and advisory firm headquartered in Birmingham, Michigan, founded in 1952. The firm delivers a comprehensive service portfolio spanning accounting and auditing, income tax planning and compliance (federal, state, local, and international), estate planning and wealth preservation, forensic accounting, merger and acquisition support, strategic planning, budgeting and forecasting, employee benefit plan audits, and tax audit representation. Advisory extensions include dashboard reporting for key financial metrics and risk management with stress testing.

The firm serves two primary client segments: privately-held businesses and their owners, including high-net-worth individuals, with secondary service to employee benefit plan clients and international companies. Industry coverage spans construction, dealerships, distribution and logistics, franchise, manufacturing, professional services, real estate, and technology companies. Global tax and financial consulting is delivered through the firm's membership in Integra International.

Technology is limited to workflow enablement via the SafeSend Suite (SafeSend Exchange, SafeSend Signatures, and SafeSend Returns), which provides secure document exchange, e-signature, and electronic tax return delivery. Distribution is direct from the single Birmingham office, supported by a content-driven marketing approach through blog articles and email newsletter. Revenue is generated through custom engagement-based professional services pricing with multi-year client relationships, and the firm is recognized among the IPA Top 500 accounting firms.

Name

Fenner Melstrom & Dooling, PLC

Legal name

Fenner Melstrom & Dooling, PLC

Website

https://fmdcpas.com

Company type

Private

Founded year

1952

Operating status

Operating

Headcount range

11–50 employees

Short description

Fenner Melstrom & Dooling, PLC is an independent CPA and advisory firm in Birmingham, Michigan, founded in 1952, providing accounting, tax, audit, estate planning, forensic accounting, and M&A advisory services to privately-held businesses and high-net-worth individuals across multiple industry verticals.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Accounting auditing services
• Tax planning compliance
• Estate wealth preservation
• Forensic accounting services
• Merger acquisition advisory

Headquarters

HQ city

Birmingham

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, Others

Revenue model

1. Attest Services: Financial statement audits and examinations providing reasonable assurance on fair presentation in conformity with GAAP
2. Tax Services: Income tax planning and compliance, tax audit representation, and global tax consulting for federal, state, and local levels
3. Strategic Advisory Services: Strategic planning, budgeting and forecasting, merger and acquisition support, estate planning and wealth preservation services
4. Forensic Accounting: Fraud investigation, insurance claims, compliance, and asset tracking services

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Fenner Melstrom & Dooling, PLC is an independent CPA and advisory firm providing attest (audit), tax, and strategic advisory services to privately-held businesses and their owners. Its core offerings include financial statement audits, income tax planning and compliance at federal/state/local levels, estate and wealth preservation planning, forensic accounting, employee benefit plan audits, and merger and acquisition advisory support.

Product overview

Fenner Melstrom & Dooling, PLC is an independent CPA and advisory firm that offers a comprehensive suite of professional services organized around accounting, tax, and strategic advisory functions. The core service portfolio includes traditional accounting and auditing, tax planning and compliance (federal, state, local, and international), estate and wealth preservation planning, forensic accounting, merger and acquisition support, employee benefit plan audits, and strategic planning. Additional advisory offerings include budgeting and forecasting, dashboard reporting for key metric consolidation, and risk management including stress testing. The firm also provides access to client portals through SafeSend for secure document exchange, electronic signatures, and electronic tax return delivery. All services are delivered to privately-held business clients, high-net-worth individuals, and employee benefit plan clients across multiple industry verticals including construction, dealerships, manufacturing, real estate, technology companies, and professional services.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Auditing Strategic direction, tax, and financial reporting service solutions including external financial statement audits for privately-held businesses and their owners.
• Budgeting & Forecasting

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Integra InternationalcoreStrategic or Co-development PartnerAs part of Integra International, FMD offers clients the same expertise for their international tax and financial consulting needs. This partnership provides access to global network of professional firms for cross-border client services.
• AICPA (American Institute of Certified Public Accountants)minorOthersFirm maintains membership in AICPA, the world's largest association representing the accounting profession.
• MICPA (Michigan Association of Certified Public Accountants)minorOthersFirm maintains membership in the Michigan state chapter of the CPA profession.
• SafeSend (SafeSend Suite)coreTechnology or IntegrationFMD utilizes SafeSend Suite of products including SafeSend Exchange, SafeSend Signatures, and SafeSend Returns to provide seamless, simple, and secure tax and accounting document processes for clients.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Fenner Melstrom & Dooling, PLC