Insights

Wealth Management Following the acquisition and rebranding to VonLehman & Company, there is a clear cross-sell opportunity to introduce and integrate wealth management services with existing accounting and consulting offerings for a broader client footprint.

Tech Integration Current tech stack includes QuickBooks, AWS, Okta, and data analytics tools; position as a tech-driven accounting partner that can modernize clients’ finance operations, cybersecurity, and cloud infrastructure.

SMB Growth Revenue range suggests small to mid-size business focus; target growth-oriented clients needing CPA services, management consulting, and process improvements to scale operations and navigate COVID-era financial planning.

Public Recognition Being recognized as a Top 200 Firm and strategic partnerships indicates credibility; leverage awards and partnerships to validate proposals and reduce sales cycle with potential enterprise clients seeking trusted regional firms.

Strategic Alliances Past collaborations with TechSolve and ongoing consulting capabilities imply potential for joint service offerings, cross-referrals, and bundled engagements around risk management, compliance, and technology-enabled finance solutions.

Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) Tech Stack

Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) uses 8 technology products and services including Dean Dorton, QuickBooks, BILL, and more. Explore Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s tech stack below.

Dean Dorton

Accounting

QuickBooks

Accounting And Finance

BILL

Accounting And Finance

Amazon Web Services

Cloud Hosting

Microsoft Excel

Editors

Okta

Identity Verification

Windows 11

Operating Systems

Piwik

System Analytics & Monitoring

Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) Email Formats	Example	Percentage
FLast@vlcpa.com	JDoe@vlcpa.com	92%
Last@vlcpa.com	Doe@vlcpa.com	8%

Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) Email Formats

Example

Percentage

FLast@vlcpa.com

JDoe@vlcpa.com

92%

Last@vlcpa.com

Doe@vlcpa.com

Frequently Asked Questions

What is Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s official website and social media links?

Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s official website is vlcpa.com and has social profiles on LinkedIn.

How much revenue does Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) generate?

As of July 2026, Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s annual revenue is estimated to be $1M - $10M.

What is Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s NAICS code?

Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) have currently?

As of July 2026, Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) has approximately 2 employees across 1 continents, including North America. Key team members include Director, Transaction Advisory Services: J. B.. Explore Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s employee directory with LeadIQ.

What industry does Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) belong to?

Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) operates in the Accounting industry.

What technology does Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) use?

Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s tech stack includes Dean DortonQuickBooksBILLAmazon Web ServicesMicrosoft ExcelOktaWindows 11Piwik.

What is Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s email format?

Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s email format typically follows the pattern of FLast@vlcpa.com. Find more Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) email formats with LeadIQ.

Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)

AccountingIndiana, United States2-10 Employees

Dunbar, Cook & Shepard, P.C. is a small accounting and management consulting firm based in Indianapolis, Indiana, established in 1974. It operates from 8250 Woodfield Crossing Boulevard, Suite 300, Indianapolis, IN 46240, and employs a compact team of professionals, including CPAs, accountants, consultants, and support staff, totaling 2-10 employees. In 2013, VonLehman & Company acquired Dunbar, Cook & Shepard, and the two firms joined to conduct business under the VonLehman & Company name. The firm provides accounting and management consulting services aimed at planning and managing clients' financial goals. Its technology stack includes QuickBooks, S&P Capital IQ, Amazon Web Services, Microsoft PowerPoint, Cisco Identity Services Engine, LinkedIn, Piwik, and Google Analytics to support its operations.

Insights

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