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Whittlesey
Accounting
Hartford, Connecticut 2,250 followers
We deliver tax, audit, advisory & technology services that set clients up for the future. We call it #ForwardAdvising.
About us
Founded in Hartford in 1961, Whittlesey continuously ranks as a prominent regional, independent accounting firm. We are ranked 145th in the annual IPA Top 200 Accounting Firms and 7th among top New England regional firms. We provide assurance, advisory, tax, and technology services to a broad range of businesses and individuals. Our diverse team of professionals have decades of experience in various accounting disciplines. As members of Allinial Global, an association of legally independent accounting and consulting firms, we share in the strength of a world-wide network while maintaining our commitment to personalized service in the communities where we live and work. We pride ourselves on the value we offer to our clients including fair pricing for a high quality product, superior service and game-changing insights. As trusted business advisors, we do more than accounting; we provide responsive and cost-efficient recommendations for both small and complex business needs. We are committed to keeping our local-firm values even while we strategically grow. Our partners actively participate in our engagements. We encourage a culture of unified teamwork between our partners and staff. We cultivate and challenge our talented professionals by investing in their training, developing their unique skills, and providing real time coaching. Our clients include banks, credit unions, closely held businesses, nonprofits, real estate, financial services, manufacturing and distribution, individuals, and more. For more information on Whittlesey visit our website at WAdvising.com
- Website
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http://www.wadvising.com
External link for Whittlesey
- Industry
- Accounting
- Company size
- 51-200 employees
- Headquarters
- Hartford, Connecticut
- Type
- Privately Held
- Founded
- 1961
- Specialties
- Nonprofits, Financial Institutions, Medical Practice Consulting, Tax, Audit, Real Estate & Construction, Closely Held Businesses, Manufacturing, High Net Worth Individuals, Business Valuations, Real Estate, Affordable Housing, Technology, Cybersecurity, Advisory, and IT Services
Locations
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Primary
280 Trumbull Street
24th Floor
Hartford, Connecticut 06103-3509, US
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2319 Whitney Ave
Suite 2A
Hamden, Connecticut 06518, US
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14 Bobala Rd
3rd Floor
Holyoke, Massachusetts 01040, US
Employees at Whittlesey
Updates
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In his latest article for CBIA, John Trusler shares the benefits of outsourced accounting for small businesses, including real-time financial insights, expert advice, and customized reporting. Discover how outsourcing can enhance your financial management and strategic planning.
Having accurate, up-to-date financial information is critical for the success of small businesses. As Whittlesey’s John T. writes, outsourcing accounting services “can significantly enhance management reporting and provide crucial insights for strategic business decisions.” #smallbusiness #accounting
Improve Business Decisions with Outsourced Accounting » CBIA
https://www.cbia.com
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Our financial institutions team has just published the most recent data on New England banks and credit unions for Q1, 2024. Dive into this detailed report to access key credit quality, performance, and capital adequacy ratios. Click the link below to view the full report!
First Quarter Report, 2024 Peer Data for New England Banks and Credit Unions
wadvising.com
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Whittlesey reposted this
Whittlesey, one of New England’s largest regional CPA and consulting firms, continued its annual day of volunteerism with various projects across Connecticut and Western Massachusetts. This year, Whittlesey mobilized team members throughout the region to collaborate with the Bushnell Park Conservancy, the Diaper Bank of Connecticut, and the Zoo in Forest Park. Volunteers engaged in a variety of activities, including park clean-up efforts, mulching, planting flower beds, and repairing and painting fences. “Our dedication to community service extends beyond our professional roles,” said Drew Andrews, CEO and Managing Partner at Whittlesey. “Our annual Community Day exemplifies our belief in giving back to our communities. Partnering with these extraordinary organizations this year has been an honor, and we are excited about the difference we can make together.” Read entire story: https://lnkd.in/d9PJcm-2 #cpafirm #volunteer #communityservice
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Whittlesey reposted this
For more than a decade, Whittlesey team members have been stepping out of the office and into the community for their annual Community Day. Love to see CPAs #giveback! This year, team members helped The Zoo in Forest Park and Education Center, Bushnell Park Conservancy, and The Diaper Bank of Connecticut. 👏 https://ow.ly/aCEh50SpyQR
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Thank you to everyone who joined us for a fun evening at the Hartford Yard Goats Baseball game at Dunkin' Park! We had a great time connecting with friends and cheering on Hartford.
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Kimberly Napp, CPA and Shaun Sheridan, CPA, CIT enjoying the final day of the Travelers Championship.
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Today, as we honor Juneteenth, we acknowledge the historic milestone that marked the end of slavery in the United States. This day serves as a reminder of the challenges and victories of the Black community. Let's recommit ourselves to the fight for racial equality and justice, ensuring that the true essence of freedom is upheld for all.
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Last night, members of our team had the honor of participating in the Connecticut Society of CPAs (CTCPA)'s Celebrating Diversity in the Workplace event. Hearing from keynote speaker Sandra Quince, CEO of Paragim for Parity, gave us new insights into DEI in the workplace and motivated us to engage in meaningful discussions. We truly appreciated the valuable and informative evening, and we are thankful for the opportunity to learn and grow.
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