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OUR STORY
You may be used to dealing with a ‘typical’ or ‘normal’ CPA firm…but that’s not us. We’re not merely accountants, or someone with a CPA license. We too run a family business, so we know the challenges & how it feels. We apply that knowledge and understanding to everything we do with you.
Whittaker & Company are a boutique firm. You could choose to work with a much bigger CPA firm, but regardless of the size of the firm, you’ll still have a small team of people working with you. It’s important that this small team be composed of people that you like.
The most important story to us is yours. What makes you tick? What frustrates you about the accounting industry, and how can we help you address that? We’re here to share our story with you, and listen to yours.
Issues We Help You Solve
Outgrown CPA
How do you know if you’ve outgrown your CPA? If you only see your accountant once or twice a year, or they’ve never inquired about your strategy or marketing, or you don’t have regular conversations about profit and tax planning, it could be time for a move. If you’re not getting any love, we can definitely help you.
Inaccurate Financials
Perhaps your bank has identified issues with your financial statements – or even worse, the issues are there and no one has identified them (we’ve seen balance sheets that don’t balance!). Having accurate financials is merely the price of entry for an accountant – not a bonus extra.
Over Busy
You are so busy working in the business and dealing with the urgent vs. the important (putting out fires) that you have no time to step back and make proactive decisions that can assist in your growth.
Goal Oriented
We admire your focus on achieving certain goals in the business. But are you measuring your business via Key Performance Indicators or metrics? Do you know what changes you need to make for the business to be more profitable?
Growing Quickly
As the owner, you could do a lot more with the business when it was small, but as it has grown, you need to let go, bring people in to support you, and build a team. However, you’re hesitant to let go of certain pieces of the business. And you may not be clear on what the issues are.
WHITTAKER KNOWLEDGE BASE
We’ve created a unique knowledge base of technical information that you can access to get your technical tax and accounting questions answered – by an experienced CPA with whom you have a connection and a relationship. Going online or using a search function to find answers to complex tax and accounting questions may seem easy, but it can be dangerous. Later, you may discover that the advice was not correct, or didn’t cover all your needs.
Register to be notified when our Knowledge Base is available so that you can not only ask your questions, but receive the follow up you need to ensure that the question helped address the real issue in your business or life. We will check in with you to ensure that you got what you needed, and we’ll have a record of it in case you have future related questions.
Register now
Unique to Whittaker
Efficient Enterprise
A unique process developed by Dan Whittaker to help you gain a competitive advantage. Focus on revenue production, profit maximization, cash flow management, tax optimization, and risk management.
Fixed Pricing
We don't bill you by the hour, which you might expect from an accountant. All our fees are fixed so you don't get surprises, and are based on the value you receive.
4 Step Process
Simply giving you a quote for accounting services is not how we work at Whittaker. It's important for us to get to know you, and understand what matters to you and your business. Therefore, we have a four-step process to build a new relationship with our clients.
Case Studies
Streamlining of accounting records
Streamlining of financial records was key for this business, who came to us with so many records, tax issues and strategic questions they weren't sure… Read More +