Defend Against Cyber Attacks
Our Story
For over six decades, Whittlesey has been providing exceptional accounting, assurance, advisory, and technology services to businesses, individuals, and nonprofit organizations across New England. As Connecticut's largest CPA and consulting firm, we take pride in being among the top 10 firms in the region. Our legacy of leadership, innovation, and community involvement has earned us recognition as a "Best of the Best Firm" by Accounting Today and a "Top 200 Accounting Firm" by Inside Public Accounting.
Assurance
Our assurance team has been providing trusted accountancy services to thousands of clients for more than six decades. We tailor our approach to your specific needs, focusing on integrity and service excellence. Our assurance services include audits, reviews, compilations, and agreed-upon procedures, with an emphasis on highlighting important financial decisions.
Advisory
As trusted business advisors, we offer expert counsel in various areas, including business planning, strategic planning, succession planning, asset protection, estate planning, security consulting, tax advising, human resource consulting, outsourced client accounting solutions, and computer network consulting. Our advisory services help you navigate complex decisions, ensuring successful outcomes.
Tax
With over six decades of expertise, Whittlesey has been providing federal and state tax services to individuals and businesses year-round. Our comprehensive tax services cover tax planning, preparation, compliance, and financial audits. Our tax professionals stay up-to-date with the latest tax laws and regulations to ensure your tax obligations are met.
Technology
We deliver technology solutions tailored to meet the unique needs of your business or nonprofit organization. Our comprehensive support includes managed IT services, ensuring seamless operation and efficiency. Our cybersecurity strategies safeguard your digital assets, while our IT experts optimize your technology infrastructure for growth and success.
Why Whittlesey
At the heart of Whittlesey lies our mission, values, and dedication to fostering growth. We stand apart as a professional services firm, designed to unlock potential for businesses and nonprofits across New England. Our team is committed to delivering exceptional service, expertise, and personalized attention to our clients.
Industries
With over six decades of industry-specific experience, we have serviced both for-profit businesses and nonprofit organizations in an extensive array of industries. These industries include:
Closely Held Businesses & Professional Services
We provide compliance services, as well as our third-party perspective and advice, to our closely held clients.
Emerging Businesses
With decades of experience across a range of industries, we understand the unique challenges facing emerging businesses, as well as the opportunities associated with achieving profitability. Our firm can work with you to establish a financial plan that can help take your business forward.
Employee Benefit Plans
Managing an evolving regulatory environment and multiple legacy plans can be challenging. Our employee benefit plan management services help your team stay compliant with reporting standards.
Financial Institutions
Our team has extensive experience working with banks and credit unions, spanning over three decades. We understand the importance of keeping current with the unique accounting and regulatory issues that are impacting banks and credit unions.
Healthcare
As a healthcare practitioner, your time is valuable. We focus on monitoring tax law changes and industry regulations, proactively communicating and planning for your business's future, allowing you to focus on patient care.
Manufacturing and Distribution
To be both lean and nimble, national and international manufacturers and distributors need smart planning. Our experts can help you achieve your business goals, providing validation of business plans with thought-provoking advice on driving productivity, increasing profitability, and reducing business risks.
Nonprofits
In partnership with your staff, executives, Board of Directors, and financial team, Whittlesey provides customized services tailored to your nonprofit organization's unique needs and goals.
Overview of Reviews
The following reviews are from satisfied customers of Whittlesey Technology, a service provider in the technology sector. The reviewers praise the company's ability to manage complex server and software implementations, provide responsive day-to-day support, and act as a trusted partner.
Communication and Guidance
One common thread among the reviews is the emphasis on communication and guidance provided by Whittlesey Technology. The companies that left reviews appreciated the proactive communication from the company's representatives, which helped them stay informed and confident in their technology.
Reliability and Maintenance
Whittlesey Technology's reliability and maintenance services are also highlighted in the reviews. The company's ability to provide fast and secure technology solutions has been crucial to the success of its clients, particularly those in the healthcare sector.
Partner Relationship
The reviewers describe Whittlesey Technology as a trusted partner, rather than just a vendor. They appreciate the company's willingness to work within their budget, respond quickly to problems, and proactively seek to protect their networks from crashes and malware.
Conclusion
Overall, the reviews demonstrate Whittlesey Technology's commitment to providing high-quality services and building strong relationships with its clients.
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