OUR SERVICES

As an accounting firm we're in a unique place when it comes to the size of our firm & clients. If you've outgrown your existing CPA, or are looking to advance your growth with a higher level relationship, we can definitely help you.

Tax Planning & Advice
Tax Planning & Advice

When you are tired of paying too much in taxes, and you’re not getting any proactive tax planning throughout the year from your current CPA, come talk to us. There is great uncertainty in the tax planning world, but with Whittaker you are in safe hands.

Accounting and Financial Reporting
Accounting and Financial Reporting

Financial records help run the business, but they are not the goal of the business. When your systems are designed properly, financial statements naturally produce positive results.

Strategic Guidance
Strategic Guidance

Using our unique Efficient Enterprise model, we’ll work with you to help build your competitive advantage. In this process, you focus on fundamental concerns: revenue production, profit maximization, cash flow management, tax optimization, and risk management.

Value Building
Value Building

Enhancing the value of your business involves establishing your growth plan. We will take you through a detailed process customized for your business consisting of three major gates to help you: Readiness, De-risking & Improvements, and Growth vs Exit.

DELIVERING MEASURABLE RESULTS FOR CLOSELY HELD COMPANIES

Financial visibility results in massive profits

Delivered :

1734%

Increase in sales

IN 12 MONTHS
True financial picture solves long-standing issues

Delivered :

44%

Increase in sales

IN 12 MONTHS
IRS audit and tax return filings taken care of

Delivered :

40%

Increase in sales

IN 16 MONTHS
Streamlining of accounting records

Delivered :

38%

Increase in sales

IN 12 MONTHS

YOUR SECTOR

Understanding your business inside and out is the key to adding value that translates to greater profitability. You experience both direct and indirect benefits from our strengths in working not only with these key sectors, but with a variety of closely-held businesses and their owners. Your business is much more than a list of tasks.

Talk with us about how Knowledge + Relationships = Better bottom lines.

Family Owned
Family Owned

Everyone on our team has worked in a family owned business or grew up in it, so it’s safe to say we understand the family business. We know how it works, what the dynamics are, as well as the special problems and issues unique to you.

High Net Worth
High Net Worth

When you have built a small kingdom for yourself, you want to be sure your assets are in the right hands. Our high net worth clients talk to us about business sales, setting up foundations, owning real estate, and planning a business exit. We’re here for you.

Manufacturing / Dist.
Manufacturing / Dist.

Your manufacturing or distribution business is the largest transferrable asset you will ever own, and you should receive the strategic guidance and attention you need to protect and grow it. To leverage your financial statement information so you achieve business goals, start here.

High Tech
High Tech

Staying on top of trends is the lifeblood of high tech companies, and new technology often takes large amounts of capital. How you manage and report your revenue takes accounting to a critical level. Our track record with high tech companies involves identifying taking time to really understand your business, and becoming fully involved so we can truly help.

ABOUT US

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.

Read Our Story