Emerging Businesses

Starting a business is both exciting and overwhelming. Validating your strategic plan and securing funding is the key to transforming ideas into reality. With decades of experience across a range of industries, we understand the unique challenges and opportunities associated with achieving profitability. Our firm can work with you to establish a financial plan as your business grows.

We care about supporting startups in the communities where we live and work.

How We Can Help

	Assurance We provide financial statement services such as audits, reviews, and compilations. We also assist with regulatory and compliance requirements that are associated with bank loans and government funding.
	Advisory Our advisors help with financial planning for businesses, addressing a range of topics such as asset protection strategies, entity ownership structure, projections and forecasts, strategic planning, mergers and acquisitions, CEO/CFO consulting and business valuations.

	Tax We offer traditional tax services such as tax planning and preparation. We also offer tax services for your growing business, such as state and local tax planning.
	Technology Our technology services include cybersecurity, accounting information systems implementation and analysis.

In a recent independent survey, Whittlesey bested all firms nationwide in six key metrics including ease of doing business, being a true business partner and the professional nature of our staff.

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We deliver personalized, expert services. Find out what we can do for you.

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