Business Details
24 Years
experience
Trusted Accounting & Advisory Services in Hickory, NC
Davidson Holland & Whitesell is a proactive accounting firm dedicated to delivering client-centric solutions that extend beyond financial metrics. With over 40 professionals, we combine technical expertise, industry-specific knowledge, and personalized service to empower clients in healthcare, manufacturing, nonprofit, and other sectors. Our team prioritizes responsiveness, integrity, and continuous professional development to address evolving regulatory landscapes.As an independent member of the BDO Alliance, we leverage national resources while maintaining the personalized attention of a local firm. We specialize in accounting, tax planning, employee benefit plan audits, and advisory services, helping clients build sustainable success through data-driven insights and strategic foresight.
Services
Accounting & Assurance
Tax Compliance & Planning
Employee Benefit Plan Audit
Advisory Services
Business Solutions
Accounting Software Selection
Business Entity Selection
Financial Planning
Retirement Planning
Estate Succession Planning
Details
- Year established: 2002
Highlights and features
- We offer over 25 years of experience in employee benefit plan audits.
- Our team provides industry-specific expertise in healthcare and manufacturing sectors.
- We prioritize responsive service with 24/7 client accessibility.
- Our BDO Alliance membership expands service capabilities nationally.
- We combine technical accounting excellence with personalized client relationships.
Associations and certifications
- BDO Alliance USA
- AICPA Employee Benefit Plan Audit Quality Center
Services
Accounting & Assurance
Our accounting and assurance services ensure financial compliance through audits, reviews, and compilations. We provide tailored solutions for businesses to meet regulatory standards while offering strategic insights. Clients benefit from transparent reporting and stakeholder confidence in financial accuracy.
Tax Compliance & Planning
We deliver strategic tax planning to maximize after-tax income while ensuring compliance with evolving regulations. Our services include estate tax planning, mergers and acquisitions support, and asset protection strategies. Clients receive proactive guidance to minimize liabilities and optimize financial outcomes.
Employee Benefit Plan Audit
Specialized audits for 401(k), pension, and health plans ensure compliance with federal standards. Our team leverages over 25 years of experience and AICPA Quality Center membership to deliver efficient, accurate audits. Clients gain confidence in regulatory adherence and operational transparency.
Advisory Services
We provide data-driven advisory services for business growth, including software selection, entity structuring, and succession planning. Our BDO Alliance partnership expands access to national expertise. Clients receive tailored strategies to enhance operational efficiency and long-term sustainability.
Business Solutions
Our business solutions address inefficiencies through process automation, financial analysis, and internal controls. Services include QuickBooks consulting, cost segregation, and ERP system implementation. Clients achieve improved performance and scalable growth through personalized, technology-driven approaches.
People
Herbert Whitesell
Managing Partner
Founder with expertise in healthcare and manufacturing accounting. Prioritizes client-focused solutions and technology-driven efficiency. Active in professional networks and recognized as Catawba County's Small Business Person of the Year in 2000.
Rodney Dellinger
Assurance Partner
Auditing expert with focus on internal controls and operational best practices. Member of AICPA and NCACPA. Combines technical proficiency with outdoor enthusiasm, advocating for balanced professional and personal life.
Mark Miller
Partner
30+ years in tax and consulting for physicians and real estate firms. CFP and PFS designee. Active in community organizations, emphasizing financial planning and charitable engagement in Burke County.
Melissa Shronce
Tax Partner
Specializes in corporate and individual tax compliance. Recognized as Top 20 Under 40 in Hickory. Community leader with roles in local nonprofits and church finance committees.
Cody Underwood
Senior Manager
Healthcare cost reporting expert with MBA in accounting. Active in NC healthcare associations. Focuses on profitability analysis and reimbursement strategies for providers.
Questions
What industries does DHW specialize in?
We specialize in healthcare, manufacturing, nonprofit, commercial construction, and retail sectors with tailored accounting and advisory solutions.
Do you offer employee benefit plan audit services?
Yes, we provide specialized audits for 401(k), pension, and health plans with over 25 years of experience in this field.
How does DHW stay updated on tax regulations?
Our team continuously monitors tax law changes and participates in professional development through AICPA and NCACPA programs.
What sets DHW apart from other accounting firms?
We combine BDO Alliance resources with personalized service, emphasizing proactive client education and technology-driven efficiency.
Can you assist with business succession planning?
Yes, we offer comprehensive succession planning services including estate tax strategies and business continuity frameworks.
