Established in 1945, Whalen & Company offers accounting, audit, business advisory and tax services for businesses and individuals. We partner with other outstanding service providers to offer well-rounded financial resources, and we actively participate in the CPAmerica association to provide global service to our clients.
Our firm is a part of a number of professional organizations, including The Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants; professionals in the firm hold a wide variety of professional and industry association and group memberships.
Our firm is a part of a number of professional organizations, including The Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants; professionals in the firm hold a wide variety of professional and industry association and group memberships.
Services
Elmer and Gerry Whalen launched this firm in 1945 from their kitchen table in Springfield, Ohio.
Elmer had worked as an accountant for a large manufacturing company and began helping smaller businesses on the side.
As Elmer's client base grew, he was able to start his own accounting firm.
And here we are today - 72 years later!
Whalen & Company is now home to more than 36 staff members, including 20 CPAs.
We have clients throughout Central Ohio and across the world, ranging from individuals to multi-million dollar businesses.
Elmer had worked as an accountant for a large manufacturing company and began helping smaller businesses on the side.
As Elmer's client base grew, he was able to start his own accounting firm.
And here we are today - 72 years later!
Whalen & Company is now home to more than 36 staff members, including 20 CPAs.
We have clients throughout Central Ohio and across the world, ranging from individuals to multi-million dollar businesses.
A Trusted Advisor - Our relationship with you is of the utmost importance.
When it comes to dealing with your financial entities, you should trust and believe in the people with whom you are doing business.
At Whalen & Company, it is our job to make sure the right people are working on your account and that you have full trust in the work that we provide to you.
A Business Growth Guide - Because we advise many different types of businesses, Whalen & Company can help you benchmark your organization.
When it comes to dealing with your financial entities, you should trust and believe in the people with whom you are doing business.
At Whalen & Company, it is our job to make sure the right people are working on your account and that you have full trust in the work that we provide to you.
A Business Growth Guide - Because we advise many different types of businesses, Whalen & Company can help you benchmark your organization.
Whalen & Company, CPAs is a member of the QuickBooks Professional Advisors program.
We provide setup, training and ongoing consultation, so you can utilize QuickBooks to its fullest extent.
We also provide support and training services for Client Bookkeeping Solutions (CBS), a desktop or cloud-based service that helps you manage your daily check writing, recording and business bookkeeping needs.
CBS organizes your information so that we get a more thorough picture of your business and produce financial statements, reports, and analyses you need to make informed business decisions.
We provide setup, training and ongoing consultation, so you can utilize QuickBooks to its fullest extent.
We also provide support and training services for Client Bookkeeping Solutions (CBS), a desktop or cloud-based service that helps you manage your daily check writing, recording and business bookkeeping needs.
CBS organizes your information so that we get a more thorough picture of your business and produce financial statements, reports, and analyses you need to make informed business decisions.
Whalen & Company, CPAs' expert team provides treasurer services that allow community schools to focus on your most important assets: your students.
Our School Treasurers, licensed in the state of Ohio, allow your school to stretch resources further, by providing all the necessary services at fraction of the cost of an in-house treasurer.
With Whalen & Company, your school can comply with state regulations without blowing your budget.
Whalen & Company's assurance team partners with your school to seamlessly integrate with your team, and quickly identify opportunities for improvement in operations and management.
Our School Treasurers, licensed in the state of Ohio, allow your school to stretch resources further, by providing all the necessary services at fraction of the cost of an in-house treasurer.
With Whalen & Company, your school can comply with state regulations without blowing your budget.
Whalen & Company's assurance team partners with your school to seamlessly integrate with your team, and quickly identify opportunities for improvement in operations and management.
We provide four levels of service for private and closely-held companies.
The level of service we provide you will be determined by your specific needs and the requirements of your creditors and/or investors.
We also offer audits of employee benefits plans, internal audit services, preparation of cost reports, operational audits and Federal Acquisition Regulation (FAR) overhead audits.
An audit provides the highest level of assurance that an organization's financial statements are presented fairly, in all material respects, in conformity with the applicable accounting framework.
The level of service we provide you will be determined by your specific needs and the requirements of your creditors and/or investors.
We also offer audits of employee benefits plans, internal audit services, preparation of cost reports, operational audits and Federal Acquisition Regulation (FAR) overhead audits.
An audit provides the highest level of assurance that an organization's financial statements are presented fairly, in all material respects, in conformity with the applicable accounting framework.
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