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Insights

Acquisition Opportunity Dunbar, Cook & Shepard has been acquired by VonLehman & Company, signaling a potential cross-sell opportunity to the combined firm’s broader client base in accounting, consulting, and wealth management.

Wealth Management VonLehman launched a Wealth Management Company, presenting a concrete entry point to offer integrated financial planning services to existing clients seeking holistic wealth, tax, and advisory solutions.

Tech Stack Fit The firm utilizes modern financial and analytics tools (Sage Intacct, QuickBooks, Power BI, AWS, Azure, ADP, CISCO, Adobe) indicating a readiness for scalable cloud-enabled services and data-driven advisory which can be expanded to managed services.

Growth Momentum Recent recognition as a Top 200 Firm and strategic partnerships (TechSolve) reflect growth and forward-looking initiatives, providing a narrative for upsell of advisory, cybersecurity, and process optimization offerings.

Small to Mid Market Focus Revenue range and employee scale suggest a target demographic of small to mid-sized businesses; opportunities exist to package bundled services (audit, consulting, HR, wealth, and technology solutions) tailored to mid-market clients.

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

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 Sage Intacct, QuickBooks, Power BI, and more. Explore Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s tech stack below.

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

Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) uses at least 2 email formats:
Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) Email FormatsExamplePercentage
FLast@vlcpa.comJDoe@vlcpa.com
92%
Last@vlcpa.comDoe@vlcpa.com
8%

Frequently Asked Questions

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

Minus sign iconPlus sign iconDunbar, 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?

Minus sign iconPlus sign icon As of August 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?

Minus sign iconPlus sign iconDunbar, 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?

Minus sign iconPlus sign iconAs of August 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?

Minus sign iconPlus sign iconDunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) operates in the Accounting industry.

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

Minus sign iconPlus sign iconDunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s tech stack includes Sage Intacct, QuickBooks, Power BI, Amazon Web Services, ADP Workforce Now, Cisco, Microsoft Azure and Adobe Creative Suite.

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

Minus sign iconPlus sign iconDunbar, 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.) logo

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.

Section iconCompany Overview

Website
vlcpa.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M - $10M

    Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Director, Transaction Advisory Services at Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.)
    J. B.
    Director, Transaction Advisory Services
    Mobile Phone

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