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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.


How We Can Help

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.

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.

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.

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.

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