Whalen & Company, CPAs Expands Business Advisory Staff
Whalen & Company, CPAs is pleased to announce the addition of Lisa Ryan to their team. She will be joining as a Senior Consultant of Business Advisory Services.
News & Tech Tips
Whalen & Company, CPAs Promotes Staff
Whalen & Company, CPAs recently promoted two key individuals within their firm. Linda Nay has been named as Partner, Administrative Services and Karen Botti, CPA has been named as Tax Senior Manager.
Whalen & Company, CPAs Expands Staff
WORTHINGTON, Ohio – Whalen & Company, CPAs recently added the following individuals to its team:
Andrea Brocksmith – Client Service Associate
As a member of Whalen’s Accounting Department, Brocksmith performs accounts payable and bookkeeping services for a specialized group of clients.
Larry Havens, CPA, CVA, CGMA – Senior Audit Consultant
Havens brings excellent technical ability and engagement management to Whalen’s Audit Department. He works closely with clients and manages a number of audits and special projects.
Adam Hooser – Client Service Associate
As a member of Whalen’s Assurance Department, Hooser performs various accounting tasks such as bank reconciliations and journal entries. He also assists with audits and reviews.
Cynthia Keith – Client Service Associate
As a member of Whalen’s Simplibooks division, Keith assists clients with their QuickBooks accounting.
Irma Wilhite, CPA, MST – Accounting and Tax Specialist
Wilhite performs various accounting and tax functions for Whalen’s Accounting Department. She works closely with a specialized group of clients and mentors and trains staff on client engagements.
The Whalen & Company Cookies
It’s not unusual to catch a whiff of baked goodness when you visit the Whalen & Company, CPAs offices! That’s because we bake chocolate chip cookies in-house for our clients and guests.
Why Cookies?
Cookies were meant to be shared.
Cookie Monster once said, “Maybe friend somebody you give up last cookie for” and we couldn’t agree more. At Whalen & Company we like to share chocolate chip cookies as a small (and delicious) token of our appreciation for you!
So the next time you’re in the Whalen & Company offices, please enjoy a cookie and know we are so glad you stopped by!
Whalen & Company, CPAs Starts New Year with New Division, New Venture
WORTHINGTON, Ohio (Jan. 7, 2016) — Whalen & Company, CPAs is enhancing its service offerings in 2016, merging with QuickBooks® consulting firm, Simplibooks, and launching a new tax preparation practice, Simplitax. These developments follow Whalen & Company’s acquisition of accounting firm Earman & Wood CPAs in November 2015.
“This is an exciting time for our firm,” said Whalen & Company Partner Lisa Shuneson, CPA, PFS. “As we enter our seventy-first year in business as an accounting firm, Simplibooks and Simplitax will help us continue to evolve with the industry, meet the needs of our clients and engage new clients.”
Previously based in Hilliard, Ohio, Simplibooks will continue to provide QuickBooks® support and bookkeeping services as a division of Whalen & Company. Simplibooks founder Jessica A. Distel, CPA, MBA, a Quickbooks® ProAdvisor, will join Whalen & Company as a Senior Manager, along with associates Tiffany Clark as Client Service Leader and Josh McReynolds as Accounting Staff.
This alliance coincides with a new business venture for Whalen & Company: the launch of Simplitax, a tax preparation business. Simplitax will provide individual income tax preparation as a separate entity operating within Whalen & Company’s parent offices during the 2016 tax year, with plans to expand in 2017.
“Simplitax will provide basic income tax return preparation for individuals, allowing us to connect with new clients who may not have required the full slate of offerings at Whalen & Company,” said Whalen & Company Partner Richard Crabtree, CPA, PFS.
“We are excited about serving new clients with Simplitax’s competitive rates and convenient services,” said Crabtree.
For more information about Simplibooks and Simplitax, visit www.simplibooks.com and www.simplitaxusa.com.
About Whalen & Company, CPAs: Whalen & Company is a full service CPA firm located in Worthington, Ohio. Established in 1945, Whalen & Company offers accounting, audit, business advisory and tax services. www.whalencpa.com