Dean Dorton merges with North Carolina consulting firm

LEXINGTON, Ky. — Dean Dorton is expanding its presence outside the borders of Kentucky by merging with Massey Consulting, a full-service consulting firm specializing in accounting software products and services, in Raleigh, N.C.

Massey Consulting’s team will join Dean Dorton’s technology consulting practice and expand Dean Dorton technology’s accounting software expertise, implementations and integrations. The merger will be effective Jan. 1, 2019.

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

Dean Dorton’s momentum as an expanding business advisory practice has been evident throughout this year as it once again was recognized as a Top Firm in the Southeast, Firm to Watch by Accounting Today, and named to Sage Intacct’s President’s Club for our excellence as a value-added reseller, implementation and support services of Cloud-based accounting solutions.

For the first time in its history, the firm is stepping outside the bounds of state lines, indicating vigilance for being true advisors to clients, no matter the location, according to David Bundy, president and CEO of Dean Dorton.

“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,” Bundy said. “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 as a nationally-recognized firm. I could not be prouder of our team members and their efforts to be true business advisors to clients, providing holistic advice and expertise which has certainly impacted our position in the market.”

“Massey Consulting has had tremendous growth throughout the past 15 years in the Raleigh and greater Charlotte area,” said Philip Massey, president of Massey Consulting. “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.

“In assisting clients with accounting software selection and implementation first-hand we have seen companies flourish with an increased speed of every finance and accounting process, driving faster revenue and influencing timely conversations to improve performance. We look forward to continuing to serve organizations from nonprofits to large public entities and provide innovative financial and business strategies to help our clients succeed now and in the future. The values of Dean Dorton, their founders, partners, and team, combined with their culture of being true business advisors to clients make this a great endeavor for Massey Consulting,” Massey added.

“Today’s ever-changing technological advancements are only useful to companies if they understand how to use them to operate efficiently and effectively. By combining Dean Dorton’s technology consulting team’s capabilities with Massey Consulting’s expertise, we will be able to provide, implement, and support a variety of accounting software solutions, most notably Sage Intacct – a Cloud-based platform providing real-time data for business owners, in a much greater capacity nationally,” said Jason Miller, director of business consulting services at Dean Dorton. “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. We look forward to continuing our technology practice growth with Philip and his team.”

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