Feel free to explore how things work at Whittaker - and how we work with you
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.
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.
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.