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

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.

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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.

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Proposal
Proposal

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.

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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.

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Efficient Enterprise
Efficient Enterprise

Review our efficient enterprise model and apply it to your business.

efficient enterprise whittaker cpas

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