We are excited to announce that Accounting Today has recognized us as a 2025 Regional Leader in New England and a Firm to Watch. This annual ranking highlights firms that demonstrate strong financial performance, industry leadership, and innovative strategies. “Our commitment to innovation, strategic growth, and exceptional client service is at the forefront of everything we do,” said Managing Partner and CEO, Drew Andrews. “This recognition reflects our team’s dedication to providing value-driven solutions and helping our clients succeed in an evolving business landscape.” To read the full announcement, please visit: https://hubs.li/Q03bwfTl0.
Whittlesey
会计
Hartford，Connecticut 2,488 位关注者
We deliver tax, audit, advisory & technology services that set clients up for the future. We call it #ForwardAdvising.
关于我们
Founded in Hartford in 1961, Whittlesey is a prominent regional, independent accounting firm recognized for its excellence and commitment to client service. We are ranked 121st in the annual Inside Public Accounting's Top 200 Accounting Firms and listed as the 6th top New England regional firm by Accounting Today. We have also been featured in Accounting Today’s 2025 "Beyond the Top 100: Firms to Watch" and recognized as one of Inside Public Accounting's 2024 "Best of the Best Firms." Additionally, we have been voted Best Accountant or CPA in the Best of Hartford Readers’ Poll, 2019–2024.
We provide assurance, advisory, tax, and technology services to a broad range of businesses and individuals. Our diverse team of professionals has decades of experience in various accounting disciplines. As members of Allinial Global, an association of legally independent accounting and consulting firms, we share in the strength of a worldwide network while maintaining our commitment to personalized service in the communities where we live and work.
We pride ourselves on the value we offer to our clients, including fair pricing for a high-quality product, superior service, and game-changing insights. As trusted business advisors, we do more than accounting; we provide responsive and cost-efficient recommendations for both small and complex business needs.
We remain committed to keeping our local-firm values even while we strategically grow. Our partners actively participate in engagements, fostering a culture of unified teamwork between our partners and staff. We invest in our talented professionals by developing their unique skills, providing real-time coaching, and offering extensive training opportunities.
Our clients include banks, credit unions, closely held businesses, nonprofits, real estate, financial services, manufacturing and distribution, individuals, and more. For more information on Whittlesey, visit our website at WAdvising.com.
- 网站
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https://www.wadvising.com
Whittlesey的外部链接
- 所属行业
- 会计
- 规模
- 51-200 人
- 总部
- Hartford，Connecticut
- 类型
- 私人持股
- 创立
- 1961
- 领域
- Nonprofits、Financial Institutions、Medical Practice Consulting、Tax、Audit、Real Estate & Construction、Closely Held Businesses、Manufacturing、High Net Worth Individuals、Business Valuations、Real Estate、Affordable Housing、Technology、Cybersecurity、Advisory和IT Services
地点
Whittlesey员工
动态
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We are hiring a Director of Operations! Join our hybrid team recognized as one of the “Best of the Best” and "Top 200 Firms” by INSIDE Public Accounting. Lead critical operations, foster innovation, and enjoy a collaborative, community-focused environment with competitive benefits. Learn more and apply at: https://hubs.li/Q03bvyBm0
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Drew Andrews, Kimberly Napp, CPA, and Thomas Wood, CPA were honored to attend The Connecticut Forum's "Looking Around Corners" event featuring Admiral James Stavridis and Pulitzer Prize-winning author Anne Applebaum. The engaging conversation explored global challenges shaping our world towards 2050, inspiring us to reflect deeply on America's evolving role. Thank you to the panelists for an insightful and thought-provoking discussion!
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At Whittlesey, we recognize that action drives progress. We are committed to fostering an environment where women can lead, innovate, and thrive—because when we remove barriers and create opportunities, everyone benefits. Now is the time to push forward with greater urgency. Let’s mentor, support, and champion the next generation of leaders—because together, we can Accelerate Action and create meaningful change. #IWD2025 #AccelerateAction #Leadership #Equity #GenderEquality
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Lisa Wills, CPA, Caitlin Nero, CPA, MSA, and Thomas Wood, CPA joined Hartford's Camp Courant at their annual Winter Bash! It was a night filled with great company, delicious food and drinks—all in support of their mission to provide free summer camp experiences for Hartford’s kids!
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Today, we recognize the incredible team that makes our firm what it is. Our success isn’t just about numbers—it’s about the people behind them. Every project, every client relationship, every innovation stems from the dedication, hard work, and passion of our employees. To our team: thank you. Your commitment to excellence and collaboration doesn’t go unnoticed, Happy #EmployeeAppreciationDay!
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In celebration of Women's History Month, the WoW (Women of Whittlesey) group gathered for a Lunch and Learn to watch the Greater New Haven Chamber of Commerce's Women's Leadership Webinar, featuring speaker Joy Baldridge. The session focused on strategies to enhance executive presence, communicate with authority, and position yourself as a powerful leader. Thank you to Joy for her valuable insights—it was a great opportunity to learn and connect over lunch with the WoW group!
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Our Financial Institutions team has released the latest data on New England banks for Q4 2024. This in-depth report provides key insights into credit quality, performance, and capital adequacy ratios. Access the full report: https://hubs.li/Q039bZWh0
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Last week, Niko Yanouzas, Caitlin Nero, CPA, MSA, and Katrina Olson, CPA had the joy of celebrating Central Connecticut Coast YMCA volunteers and staff at the Be The Light event. It was a fantastic evening recognizing their hard work, passion, and dedication. We were honored to show our appreciation and celebrate all they do for the community!
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Brenden Healy was featured in the Hartford Business Journal, sharing expert insights on how Connecticut manufacturers can maximize tax savings through strategic incentives such as R&D tax credits, the Work Opportunity Tax Credit (WOTC), and energy-related incentives. Learn how these tax strategies can help reduce costs and create opportunities for reinvestment in your operations.