Search Results | Whittlesey

Small Businesses Can Gain Big with Outsourced Accounting

Discover how small businesses can leverage outsourced accounting for strategic growth and operational efficiency, gaining access to expert advice, scalable solutions, and cloud-based technologies for enhanced financial oversight.

Location: /learning/insights/small-businesses-can-gain-big-with-outsourced-accounting/

Whittlesey’s Kimberly Napp Named Hartford Business Journal’s Top 25 Women in Business

Whittlesey partner Kimberly Napp was named one of the Hartford Business Journal’s Top 25 Women in Business.

Location: /news-events/whittlesey-s-kimberly-napp-named-hartford-business-journal-s-top-25-women-in-business/

Whittlesey’s Lisa Wills Named Elms College Trustee

Lisa Wills, CPA, has been appointed to the Board of Trustees at Elms College.

Location: /news-events/whittlesey-s-lisa-wills-named-elms-college-trustee/

Whittlesey CEO Drew Andrews Recognized Among Forbes' America's Top 200 CPAs

Whittlesey is excited to announce that their CEO and Managing Partner, Drew Andrews, has been included in Forbes' "America's Top 200 CPAs" list.

Location: /news-events/whittlesey-ceo-drew-andrews-recognized-among-forbes-americas-top-200-cpas/

Whittlesey's Drew Andrews to Receive the CTCPA's Jack Brooks Leadership Award

Whittlesey is proud to announce that its Managing Partner and CEO, Drew Andrews, has been honored with the 2024 Jack Brooks Leadership Award by the Connecticut Society of Certified Public Accountants (CTCPA).

Location: /news-events/whittleseys-drew-andrews-to-receive-the-ctcpas-jack-brooks-leadership-award/

Important Update for Nonprofit Organizations: Federal Uniform Guidance Single Audit Threshold Increases to $1 Million, and More

The single audit threshold has been raised from $750,000 to $1,000,000, providing more flexibility in programmatic and budgetary decisions and potentially reducing the audit burden for entities with federal funding below the threshold.

Location: /learning/insights/important-update-for-nonprofit-organizations-federal-uniform-guidance-single-audit-threshold-increases-to-1-million-and-more/

Maximize Your Investments: Harness the Power of the De Minimis Safe Harbor Tax Rule

Learn how the de minimis safe harbor rule can simplify tax management for real estate investments and enhance your portfolio's growth.

Location: /learning/insights/maximize-your-investments-harness-the-power-of-the-de-minimis-safe-harbor-tax-rule/

Plan Now To Reimburse Staffers, Board Members And Volunteers

Every organization needs a reimbursement policy, even if you infrequently reimburse stakeholders for travel, meals and other expenses incurred on your nonprofit’s behalf. We explain what a policy should include.

Location: /learning/insights/plan-now-to-reimburse-staffers-board-members-and-volunteers/

Outsourcing HR: A Strategic Move for Nonprofits

What factors should your nonprofit consider when outsourcing HR work? We look at benefits and drawbacks of outsourcing, as well as what you need to do to make it successful.

Location: /learning/insights/outsourcing-hr-a-strategic-move-for-nonprofits/

Whittlesey Named a Top 200 Accounting Firm by INSIDE Public Accounting for 2024

Whittlesey, the largest Connecticut-based CPA firm, was named a Top 200 Firm by INSIDE Public Accounting's for 2024.

Location: /news-events/whittlesey-named-a-top-200-accounting-firm-by-inside-public-accounting-for-2024/

Whittlesey Announces Team Promotions 2024

Whittlesey is thrilled to announce the promotion of team members across Connecticut and Massachusetts.

Location: /news-events/whittlesey-announces-team-promotions-2024/

Working Remotely Is Convenient, But It May Have Tax Consequences

For some employees who work remotely, the financial reality can be taxing. Here’s what to expect if you have a job but you don’t go to a physical office.

Location: /learning/insights/working-remotely-is-convenient-but-it-may-have-tax-consequences/

Whittlesey Manager Tom Wood Named One of Hartford Business Journal’s 40 Under Forty

Whittlesey is proud to announce that Assurance Manager Tom Wood has been named one of the Hartford Business Journal’s 2024 40 Under Forty honorees.

Location: /news-events/whittlesey-manager-tom-wood-named-one-of-hartford-business-journal-s-40-under-forty/

Whittlesey Earns a Spot on INSIDE Public Accounting’s 2024 Best of the Best Firms List Three Years in a Row

Whittlesey is pleased to announce that INSIDE Public Accounting (IPA) has named us a 2024 Best of the Best Firm for the third consecutive year.

Location: /news-events/whittlesey-earns-a-spot-on-inside-public-accounting-s-2024-best-of-the-best-firms-list-three-years-in-a-row/

Whittlesey CEO Drew Andrews Honored as 2024 C-Suite Award Honoree by Hartford Business Journal

Whittlesey is proud to announce that Drew Andrews, CPA, the firm's Managing Partner and CEO, has been named a 2024 C-Suite Honoree by the Hartford Business Journal.

Location: /news-events/whittlesey-ceo-drew-andrews-honored-as-2024-c-suite-award-honoree-by-hartford-business-journal/

Should Your Nonprofit Accept that New Grant?

Government or foundation grants can help your nonprofit expand its reach and improve its effectiveness. But they also may hamstring your organization in several unexpected ways.

Location: /learning/insights/should-your-nonprofit-accept-that-new-grant/

Assurance

For more than five decades, Whittlesey has upheld our promise of integrity and focus when delivering audit services to our clients.

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Tax

Whittlesey provides a range of tax services to businesses and buisness owners, from tax compliance and financial audits to estate planning and trusts.

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Whittlesey Partner Kimberly Napp Receives the Excellence in Business Award from the Greater New Haven and Quinnipiac Chamber of Commerce

Kimberly Napp, CPA and Partner-in-Charge of Assurance Services at Whittlesey has been honored with the prestigious Excellence in Business Award by the Greater New Haven and Quinnipiac Chamber of Commerce.

Location: /news-events/whittlesey-partner-kimberly-napp-receives-the-excellence-in-business-award-from-the-greater-new-haven-and-quinnipiac-chamber-of-commerce/

Navigating Challenges in Affordable Housing Projects

Discover the common challenges facing affordable housing projects, from financing issues to community opposition, and gain insights on overcoming obstacles to support affordable housing development.

Location: /learning/insights/navigating-challenges-in-affordable-housing-projects/