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Starting a business is both exciting and overwhelming. Validating your strategic plan and securing funding is the key to transforming ideas into reality. With decades of experience across a range of industries, we understand the unique challenges and opportunities associated with achieving profitability. Our firm can work with you to establish a financial plan as your business grows.

We care about supporting startups in the communities where we live and work.

We’ve partnered with Upward Hartford, a community-driven, co-working space in Downtown Hartford. Through this partnership, our employees volunteer their time to nurture emerging businesses focused on innovation and technology.

We will be offering complimentary office hours the week of October 23rd. More information to come on how to sign up and get your questions answered.

How We Can Help

Assurance
We provide financial statement services such as audits, reviews, and compilations. We also assist with regulatory and compliance requirements that are associated with bank loans and government funding.

Advisory
Our advisors help with financial planning for businesses, addressing a range of topics such as asset protection strategies, entity ownership structure, projections and forecasts, strategic planning, mergers and acquisitions, CEO/CFO consulting and business valuations.

Tax
We offer traditional tax services such as tax planning and preparation. We also offer tax services for your growing business, such as state and local tax planning.

Technology
Our technology services include cybersecurity, accounting information systems implementation and analysis.

In a recent independent survey, Whittlesey bested all firms nationwide in six key metrics including ease of doing business, being a true business partner and the professional nature of our staff.

Ready to Connect?

We deliver personalized, expert services. Find out what we can do for you.

Follow Us

For our thoughts on the industries we serve and firm updates, follow us on LinkedIn.