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5 Key Reasons DGPerry CPAs + Advisors Is Redefining The Future Of Business Consulting

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The landscape of certified public accounting and business advisory is undergoing a significant transformation, and DGPerry CPAs + Advisors is at the forefront of this change. As of late 2024 and continuing into the current year, 2025, the firm has solidified its position as a regional powerhouse, driven by a strategic rebrand and an aggressive growth strategy that includes major acquisitions and an expansion of specialized services.

This deep dive explores the firm's recent evolution, from its origins as Bodine Perry to its current identity, highlighting the strategic moves that are positioning DGPerry CPAs + Advisors as a top-tier resource for businesses seeking comprehensive financial and management consultation. The firm's commitment to delivering innovative and dedicated services remains unwavering, even as its footprint and service offerings rapidly expand across the region.

The Evolution of DGPerry: A Comprehensive Firm Profile

The transition to the DGPerry CPAs + Advisors name marks a pivotal moment in the firm’s history, signaling a renewed focus on both core accounting services and advanced business advisory. The new identity, effective recently, has been a key initiative led by the firm's leadership to better reflect their full spectrum of capabilities.

  • Former Name: Bodine Perry
  • Current Name: DGPerry CPAs + Advisors
  • Key Leadership: Dan Perry, Founding Partner and Chief Executive Officer (CEO)
  • Firm Ranking: Recognized as an IPA 200 firm and a Top 200 regional CPA firm
  • Professional Staff: Employs more than 160 professionals
  • Financial Standing: Reported FY22 net revenue of $23.3 million
  • Core Services: Accounting, Audit, Tax, Valuation, Business Advisory, CFO & Advisory Services, and Mergers & Acquisitions (M&A) Consulting
  • Key Memberships: American Institute of Certified Public Accountants (AICPA), Florida Institute of CPAs, and the Ohio Society of CPAs
  • Notable Locations: Dublin, Ohio (Bridge Park), Orange Park, Florida, and Salem, Ohio

Dan Perry, the Founding Partner and CEO, has been instrumental in steering the firm through this period of significant growth and rebranding, ensuring that clients continue to receive the same high-quality, innovative service they have come to expect.

1. The Strategic Rebranding and Commitment to Innovation

The shift from Bodine Perry to DGPerry CPAs + Advisors is more than a simple name change; it is a strategic maneuver designed to emphasize the firm's comprehensive capabilities beyond traditional accounting. The "Advisors" component of the new name highlights their commitment to deep-level business consultation, tax planning, and management advisory services.

The firm is actively positioning itself as a partner in growth, focusing on innovative solutions for complex financial challenges. This dedication to innovation is crucial in today's dynamic business environment, where clients require proactive advice on everything from tax compliance to long-term strategic planning. This forward-thinking approach is a core differentiator, setting them apart from firms that primarily focus on historical reporting.

The rebranding coincides with a physical expansion, including a new presence in high-growth areas like Bridge Park in Dublin, Ohio, signaling their investment in state-of-the-art facilities and accessibility for a growing client base.

2. Aggressive Expansion Through Key Acquisitions

A major development that underscores DGPerry’s growth trajectory is its strategic use of mergers and acquisitions (M&A) to expand its geographical footprint and deepen its specialized expertise. The most notable recent move is the acquisition of Hack, Steer & Co., a well-established CPA firm based in Salem, Ohio.

This acquisition is a clear indicator of DGPerry's commitment to regional expansion, particularly within Ohio. By merging with Hack, Steer & Co., DGPerry instantly gains a stronger presence in a key market, along with a team of experienced professionals and an established client portfolio. Such strategic mergers allow the firm to integrate best practices and a wider range of services, ultimately benefiting all clients.

The firm actively engages in M&A consulting, not just as a strategy for its own growth but as a service for its clients. They provide expert guidance on business valuations, due diligence, and transaction structuring, making them a comprehensive resource for business owners looking to grow or exit their enterprises.

3. A Deep Roster of Specialized Advisory Services

DGPerry CPAs + Advisors has built its reputation on a multi-service model, offering a robust suite of services that go far beyond standard tax preparation and auditing. Their comprehensive offerings are designed to address the full lifecycle of a business, from startup to succession.

The Firm's Core Service Entities:

  • Assurance and Audit Services: Providing crucial financial statement reviews and audits for compliance and stakeholder confidence.
  • Tax Services: Comprehensive tax preparation, planning, and specialized tax consulting to minimize liabilities and ensure adherence to the latest regulations, including those from the Ohio Department of Taxation.
  • Business Valuation: Expert services for M&A, shareholder disputes, and estate planning.
  • CFO & Advisory Services: Offering outsourced or fractional Chief Financial Officer support, providing high-level financial strategy and operational guidance to small and mid-sized businesses.
  • New Business Consulting: Assisting entrepreneurs with entity selection, financial modeling, and strategic planning.
  • Specialized Industry Focus: A particular focus on complex sectors, including accounting and compliance for architecture and engineering firms.

This depth of service, coupled with their membership in professional organizations like the AICPA, ensures that their advice is both cutting-edge and compliant.

4. Industry Recognition and Regional Authority

The firm's inclusion in the prestigious IPA 200 list is a testament to its operational excellence and consistent growth. Being recognized as a Top 200 regional CPA firm validates their strategy of combining personalized service with the resources and expertise of a national-level organization.

With over 160 professionals, DGPerry has the human capital necessary to handle the complex needs of diverse clients across multiple states, including Ohio and Florida. Their involvement with local bodies, such as the Ohio Contractors Association Finance Committee and the Income Tax Review Board of the City of New Albany, demonstrates a commitment to regional economic development and a deep understanding of local regulatory environments.

5. The Future Outlook: A Focus on Client-Centric Growth

Looking ahead, DGPerry CPAs + Advisors is clearly focused on client-centric growth. CEO Dan Perry’s vision is centered on maintaining the "unwavering dedication" to clients while continuing to scale the business. This means leveraging the firm's expanded resources to offer more sophisticated solutions in areas like advanced tax planning, digital transformation advisory, and specialized industry niches.

The firm’s continuous investment in professional development and its strategic geographic expansion—from the bustling business community of Dublin, OH, to the established markets in Florida—suggests a long-term plan to become a dominant regional advisory firm. For business owners, this means access to a growing wealth of expertise, delivered with the personalized attention of a local partner. DGPerry is not just keeping pace with the industry; it is actively shaping the future of accounting and business advisory services.

5 Key Reasons DGPerry CPAs + Advisors is Redefining the Future of Business Consulting
dgperry cpas + advisors
dgperry cpas + advisors

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