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Working with Whittaker

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.

We look forward to meeting with you soon.



Deep Dive
Deep Dive

A comprehensive, in-person meeting diving into your business, so the rest of the process is tailored to you.

Most discovery meetings last 1-2 hours.



Crunching the Numbers
Crunching the Numbers

We’ll do a review of your tax returns, financial statements, and benchmarking for your industry.

This is complimentary, even if you decide not to work with us.




Based on our understanding of your business and key numbers, we’ll send a specific proposal.

We’ll review this in person so you can ask any questions you want.



Accounts Transfer
Accounts Transfer

If you’re ready to go ahead, we’ll take care of the transfer from your existing accountants, with a minimum of effort from you.

Start your new accountant relationship without fuss.


We have developed a unique solution process to help you and your management team run an “Efficient Enterprise” with a competitive advantage.

This process focuses on your business’ fundamental concerns: revenue production, profit maximization, cash flow management, tax optimization, and risk management.

Using this model, you combine services of your choice that are targeted at reducing the resources necessary to operate a successful business.

Arrange your deep dive meeting

Fixed Pricing

We operate on an up-front fixed fee pricing arrangement so you don't have to worry about calling us.

When you engage us as your accountants, we’ll give you a clear fixed fee for the services we’ve agreed together. If the scope of this work changes significantly, we’ll communicate this to you and have a clear discussion about any changes – but with our fixed pricing model, you’re able to work more freely with us on the issues of your business, without the hourly fee getting in the way.

Arrange discovery meeting


We work best with businesses and business owners with these qualities:

Clear decision making skills

You think like an entrepreneur/ business owner

You are coachable

You’re looking to operate bigger and better businesses

You appreciate our expertise & are willing to build a partnership

You call us for every need you have (even if it isn't accounting related)

You’re willing to listen & make changes

You know your business best