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For more than five decades, we have delivered accurate financial reporting to thousands of for-profit and nonprofit clients. We pride ourselves on our integrity and we focus on providing superior client service. Our customized approach includes:

  • Proactive communication and off-cycle meetings
  • Streamlined approval processes because, as a regional firm, we don’t have to go outside of our offices to clear critical accounting estimates, audit procedures or public filings
  • Accessible partners who actively participate in each engagement
  • Value-added advisory to ensure sound internal controls
  • Collegial partnership with your team to minimize disruption

When we deliver financial statements, you can be confident your organization has met all regulatory requirements.

Visibility into financials is a privilege, and also offers us a unique perspective into an organization. While we will always maintain our independence and professionalism, you can count on us to share our knowledge and earned experiences, especially when key decisions need validation.

How We Can Help

Assurance
We perform financial statement reviews and audits, and offer opinion-rendered, audited statements and reports on reviewed and compiled statements. Our firm is registered with the Public Company Accounting and Oversight Board (PCAOB) and has experience with audits of public companies and SEC-registered broker dealers. We can also develop job creation audit reports.


Advisory
Our team offers internal control procedure designs for greater efficiency and control. We can help your organization forecast and project future needs to support credit requirements. We have successfully helped clients navigate mergers and acquisitions. We offer SOX 404 consulting and second CPA services for non-attest clients.

Tax
We provide financial statement preparation and tax planning services for private clients, business owners and key employees.


Technology
We provide technology assurance and cybersecurity services including disaster recovery planning, compliance (HIPAA, GLBA, FFIEC, ISO) management, IT risk assessments, network vulnerability assessments, and IT Audits. Our highly skilled team can complete SOC 1 Audits (SSAE 16/18) and SOC 2 Audits as well.

We appreciate the open communication and willingness to anticipate issues and plan accordingly that we get from the Whittlesey team, as opposed to a narrowly retroactive, 'forensic' approach.

- Matt Fleury, President and CEO, Connecticut Science Center

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