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Getting ‘Unhinged’ at Dean Dorton

Lexington, Ky.-based Dean Dorton Allen Ford PLLC, an IPA 200 firm, has launched the first two episodes of a new business podcast called “Unhinged.”

Hosted by director of accounting and financial outsourcing Justin Hubbard, the program presents a humorous and irreverent take on the world of business, but also offers practical thoughts and ideas for leaders and entrepreneurs. Hubbard’s guests every other week will include Dean Dorton team members as well as local, regional and national business owners.

“The goal here is to say something that gives you a good chuckle under your breath, makes you shake your head, and then realize the next day at work that what you heard makes perfect sense,” Hubbard says. “The main thing is helping your business succeed.”

“Unhinged” is available on major podcast platforms including Apple, Spotify, Google Play and Soundcloud.

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Dean Dorton Rolls Out PPP Loan Forgiveness Assistance

Lexington, Ky.-based Dean Dorton, an IPA 200 firm, is offering new services to help clients navigate the processes and paperwork associated with Paycheck Protection Program loan forgiveness.

The firm’s services include reviewing and helping companies complete their forgiveness applications, assisting with calculations, reviewing supporting documentation and answering questions from lenders.

“When COVID-19’s impact on businesses began months ago, Dean Dorton immediately implemented a COVID-19 Solutions response team in order to help businesses assess their options to keep their businesses running and/or restart effectively,” says director of assurance services John Wurtenberger. “Our team keeps companies throughout the United States abreast of all things PPP loan-related and it is clearly a natural fit for us as advisors that we would offer our expertise to help companies maximize their forgiveness as part of the process.”

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Dean Dorton Gets New High-Tech Office in Lexington

Lexington, Ky.-based Dean Dorton (FY18 net revenue of $31.6 million) announces that its headquarters office has moved into the Lexington Financial building, 250 W. Main St., Suite 1400.

The firm has called West Vine Street its home for the last 34 years. More than 160 Dean Dorton team members will move into a renovated, state-of-the-art office in downtown Lexington’s most iconic building, known as “Big Blue.”

“We are continually looking for valuable opportunities for both our clients and our team members and this newly renovated space gives us room to operate in a more efficient and productive environment that accommodates the way our people work today,” says David Bundy, Dean Dorton president and CEO. “Our new space is more collaborative, facilitates increased communication and allows us to continue our tradition of innovation as a firm.”

The new office space features nine conference rooms, three break rooms, a large modern high-tech training room with a food service space and a custom-designed marketing studio. Technology has been upgraded.

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Dean Dorton Women’s Initiative Sees Success After One Year

Lexington, Ky.-based Dean Dorton (FY18 net revenue of $31.6 million), which launched a women’s initiative last fall, reports that an internal survey and discussions among female professionals have led to policy changes at the firm.

The firm’s women’s initiative committee worked with leadership to improve the maternity leave benefit and established a family leave benefit designed for team members – both men and women – needing to take off for family medical reasons, which includes the birth of a child.

The committee also created a monthly breakfast series to allow all women of Dean Dorton to interact and learn from each other. The breakfast meetings include conversations with recognized female leaders in the community and panels of Dean Dorton leaders sharing their stories and advice.

“The monthly breakfasts have been a great avenue for the women at Dean Dorton to connect with one another,” says Natalie Schuler, manager of tax services and chair of the women’s initiative committee. “The two panel discussions with our own women leaders led to very open and honest discussions.”

The committee recently launched a pilot mentoring program specifically designed to support women in reaching their leadership goals, pairing committee members with leaders within the firm.

The committee’s mission is to promote a firm culture that provides women with support, mentorship and training in order to fully develop their potential as leaders. The committee is made up of seven women across multiple service lines and office locations.

David Bundy, CEO and president of Dean Dorton, says, “More than half our firm is comprised of women, and we have always had strong female role models within the firm. For several years we have noticed an increase in turnover among our female team members after a certain point in a woman’s career. We selected a group of women who would work to help us change that narrative.”

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Dean Dorton Expands ERP Software Sector

Lexington, Ky.-based Dean Dorton (FY18 net revenue of $31.6 million) has announced its expansion into Charlotte, N.C.

The announcement follows the opening of its Raleigh, N.C., office earlier this year. “As the technology industry permeates throughout Charlotte, we believe our company expansion is a logical opportunity to offer Dean Dorton’s cloud-based accounting technology and ERP software services to the area of diverse growing companies,” says Jason Miller, director of business consulting services.

Dean Dorton offers businesses and clients various accounting solutions, along with ERP software consulting and implementation services. “The decision to expand into Charlotte, a city that has been ranked the No. 1 Tech Town in America, signifies Dean Dorton’s overall scaling growth strategy for the business,” Miller says.

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Dean Dorton Putting Its Bet on Tax at Travers Stakes

Lexington, Ky.-based Dean Dorton Allen Ford (FY18 net revenue of $31.6 million), which specializes in serving the equine industry, will again sponsor Tax, this time as he races in the 150th Travers Stakes at Saratoga Race Course on Aug. 24.

Tax’s road to the Travers Stakes includes placing fourth earlier this year at the Belmont Stakes and his most recent win of the Grade 2 Jim Dandy at Saratoga on July 27. Tax is ridden by jockey Irad Ortiz Jr., trained by Danny Gargan and owned by R. A. Hill Stable, Reeves Thoroughbred Racing, Hugh Lynch and Corms Racing Stables.

As Tax continued to progress, it made sense for Dean Dorton to continue to sponsor him, the firm says. “There isn’t a better fit for a horse named Tax,” says Patti Reeves, co-owner of Tax with her husband Dean.

“We are thrilled to continue this sponsorship as Tax competes and it has given us the opportunity to talk more about our brand and our history that is deeply rooted in serving equine clients in such a broad spectrum,” says David Bundy, president and CEO of Dean Dorton. He acknowledges that it’s “somewhat strange” for an accounting firm to sponsor a horse, “but Tax really is the perfect fit and this is a perfect opportunity for us as a firm.”

Dean Dorton has provided extensive accounting, tax and business consulting services to the equine industry since 1979. Dean Dorton’s equine practice serves a variety of equine industry operations including breeding and boarding farms, racing stables, performance horse operations, equine veterinary firms, equine auction firms, industry publications, racetracks, bloodstock agents, equine insurance agencies and industry associations.

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Dean Dorton Creates List to Honor Businesses in Kentucky

Lexington, Ky.-based Dean Dorton Allen Ford (FY17 net revenue of $30.8 million) is recognizing companies that are impacting Kentucky’s economic development through Best Bets 2018.

“We wanted to create a way that we could recognize their efforts and results, so we have created the Best Bets list,” says president and CEO David Bundy. “We are proud to recognize the distinct and esteemed companies that are impacting Kentucky’s economic development through a new special report, Kentucky’s Proof, and the Best Bets list. This year we are excited to see some of the same companies on the list for a second year in a row, as well as some new names, indicative of the impact these companies are making on overall economic growth.”

The Best Bets list is based on several factors including the revenue figures for the last three years, employee investment, re-investment in the company and other achievements. More than 30 companies applied and eight were chosen as 2018’s Best Bets. The size of the companies ranged from one to more than 300 employees and revenues ranged from $1 million to $140 million:

  • ACE Consulting Company
  • Bates Security
  • Country Boy Brewing
  • ID&A, Inc.
  • Investors Heritage Life Insurance Company
  • Maverick Insurance Group
  • PHOENIX Process Equipment Company
  • SkuVault

Dean Dorton Expands Its Kentucky Presence

David Bundy

Lexington, Ky.-based Dean Dorton Allen Ford (FY17 net revenue of $30.8 million) announces that it is growing in Kentucky with the addition of Tom Buetow and David Dick, formerly of BLD, a long-standing CPA and advisory firm in Louisville, Ky.

Buetow and Dick, along with other former BLD employees, joined Dean Dorton Jan. 1.

Over the last several months, Dean Dorton has announced several areas of expansion, including the December addition of Massey Consulting in Raleigh, NC, which specializes in accounting software products and services; the creation of Dean Dorton Wealth Management, Dean Dorton technology group’s full-service cybersecurity practice, and last year, Dean Dorton Healthcare Solutions, which offers medical billing and credentialing for physicians and physician practices.

This new merger aims to increase Dean Dorton’s client base in Louisville and southern Indiana.

“The addition of Tom, David and their team helps us to better serve our growing practice. We are enthusiastic about continuing the high level of service and expertise these new team members have provided to its notable client base,” says David Bundy, president and CEO of Dean Dorton.

“Our clients’ needs always come first,” notes David Dick. “With the combination of developing client needs and continuous growth, it was critical for us to find a way to continue providing high-quality service efficiently and effectively while providing clients with additional value through a broader range of specialty capabilities, advice and solutions. In addition, we want to offer more opportunities for our employees and referral partners who are the backbone of our business.”

Massey Consulting Merges with Dean Dorton

David Bundy

Lexington, Ky.-based Dean Dorton Allen Ford (FY17 net revenue of $30.8 million) is expanding its presence beyond Kentucky for the first time by merging in Massey Consulting of Raleigh, N.C., which specializes in accounting software products and services.

Massey Consulting’s team will join Dean Dorton’s technology consulting practice and expand the firm’s accounting software expertise, implementations and integrations. The merger will be effective Jan. 1

Over the last several months, Dean Dorton has announced several areas of expansion including the establishment of a new entity – Dean Dorton Wealth Management, as an independent, registered investment advisor offering a range of services including retirement planning, investment consulting, portfolio management, and a host of other holistic financial planning services. Dean Dorton Technology also launched a full-service cybersecurity practice.

“Merging with Massey Consulting increases our robust accounting software solutions team and provides an opportunity to serve clients in a broader regional area as well as expanding our capabilities nationally,” says David Bundy, president and CEO of Dean Dorton. “We continue to stay true to our culture, which is to pursue opportunities for mergers only if the fit is right for our team members, our clients and the timing makes sense for the firm. As we continue to see higher-than-average organic growth year over year, we recognize that our presence is no longer regional but growing rapidly.”

Philip Massey, president of Massey Consulting, says, “Our clients’ needs always come first. With the combination of developing client needs and continuous growth, it was critical for us to find a way to continue providing high-quality service while providing clients with additional value through a broader range of specialty capabilities, advice and solutions. In addition, we want to offer more opportunities for our employees and referral partners who are the backbone of our business.”

Jason Miller, director of business consulting services at Dean Dorton, says, “When it comes to boosting our accounting software practice, Philip Massey and his team are a perfect fit. As a former CPA, Philip understands the nuances of various accounting roles and their needs, but also how software can be personalized and tailored to fit specific clients’ needs.”

Dean Dorton Launches Wealth Management Practice

Lexington, Ky.-based Dean Dorton Allen Ford (FY17 net revenue of $30.8 million) has launched Dean Dorton Wealth Management.

Dean Dorton has provided public accounting services regionally, nationally and internationally for decades and now desires to serve their clients in an even more holistic manner by incorporating integrated wealth management services.

“Each of our clients’ personal and professional aspirations may be unique to them, but when it comes to their financial objectives, our clients share the same desire: to build and manage wealth throughout their lifetimes in order to achieve the goals they’ve set for themselves and their families,” says David Bundy, Dean Dorton President and CEO. “We are proud to bring wealth management expertise and resources to our current and future clients in order to bring clarity to their financial situations and to help them define their goals, make smart investment choices, plan for the future and, ultimately, pursue their most fulfilling life.”

As an independent, registered investment advisor based in Kentucky, Dean Dorton Wealth Management will offer a broad range of services including retirement planning, investment consulting, portfolio management and a host of other holistic financial planning services. In addition, the firm will deliver a tax-efficient approach to all of their services through collaboration with parent company Dean Dorton.

Dean Dorton Wealth Management will be led by David Parks, who has a long history with Dean Dorton. As a CPA, who is also accredited in business valuation, he has more than 30 years of experience in providing tax, business valuation and other financial consulting services to individuals and businesses in the region. Bundy, who manages Dean Dorton, will also serve as a senior advisor in the wealth management practice. Together, they will be responsible for serving clients and managing all aspects of operations, including support staff.