Accounting and tax direction with the family values you’re used to

Our goal-centered accounting and tax planning helps you make sense of your numbers and get more from your business.

You know you want more from your business, but you’re not sure what more means

Very few of us are taught how to set goals. School didn’t teach you how to run a business. How to spend money. How to read financial statements. How to plan for the future.

We help you figure out what more means to you.

When you know where you are today, and where you want to be, you can figure out what levers you need to pull in your business to bridge the gap.

You can start learning about financial statements right now by watching a few videos & then having a one-hour consultation with us.

If you feel like your books aren’t
clean, you’re probably right

It’s frustrating when you can’t make heads or tails of your financial statements. As an owner with a growth mindset, you want to dig into what’s really going on in your business so you can figure out what needs to change.


Increase in profit
in 12 months

We provide
financial clarity for:


Family-owned and closely-held businesses


Manufacturing, distribution, high-tech industries


3+ years in business


$10-100m in revenue

Like you, we’re in the business of looking out for each other

We believe community builds a thriving business. You couldn’t do what you do without the team around you, and neither could we. Partnership and collaboration will get you from where you are to where you want to be.

See what a partnership with Whittaker looks like.

Find out how our accounting and tax planning process will help you close the gap.

Start figuring out what needs to change today so you can plan for your tomorrow

Get clarity with our strengths and weaknesses questionnaire.

Not ready for a relationship yet?

Start your own financial learning with our YouTube series.