Whether you're building your HR foundation or optimizing existing operations, our flexible and strategic services are designed to meet your evolving needs. From compliance and process improvement to talent development and executive coaching, we help you create a workplace where people and performance thrive.
Key Benefits:
- Stay fully compliant with evolving employment regulations
- Enhance employee engagement and retention
- Streamline operational efficiency
- Effectively manage talent and performance
People Development & Talent Strategy
Executive Coaching
Strengthen leadership through one-on-one coaching that drives growth and impact.
Employee Relations Resolution
Resolve workplace conflicts professionally and constructively to foster a positive environment.
Hiring and Employee Development Advisory
Refine recruitment strategies and support employee growth for better retention and performance.
Performance Management
Align employee goals with business outcomes to boost engagement and results.
Confidential Job Postings and Interview Coordination
Handle sensitive hires with discretion, precision, and professional support.
HR Operations & Compliance
HR Advisory Outsourcing
Reliable, scalable HR support tailored to your organization—without the overhead of a full-time team.
HR Auditing
Uncover risks, inefficiencies, and compliance gaps through comprehensive evaluations and clear action steps.
Connecticut and FMLA Compliance
Confidently manage leave and navigate complex state and federal requirements.
HR Policies and Compliance Development
Design and implement policies that drive consistency, mitigate risk, and meet legal obligations.
Employee Handbook Creation
Communicate policies, expectations, and values with clarity and professionalism.
Sexual Harassment Training
Build a culture of respect with engaging, compliant training for your workforce.
Compensation Analysis
Ensure pay equity, competitiveness, and alignment with your business goals.
Job Description Creation
Attract the right talent and set clear expectations with well-crafted, compliant job descriptions.
HR Process Engineering & Technology Implementation
Modernize HR with automated workflows and integrated tools to increase efficiency and accuracy.
Building HR Infrastructure for Startups
Lay the groundwork for scalable success with tailored HR structures for growing businesses.
Why Choose Whittlesey?
Unlike traditional HR providers, Whittlesey blends the resources and depth of a national CPA and advisory firm with the responsive, personalized service of a local trusted advisor. Our HR consultants spend regular time on-site to deeply understand your organization’s culture, challenges, and opportunities—ensuring tailored solutions that genuinely align with your strategic goals.
- Listed as the 6th top New England regional firm by Accounting Today
- Ranked 121st in Inside Public Accounting's Top 200 Accounting Firms
- Featured in Accounting Today’s 2025 "Beyond the Top 100: Firms to Watch"
- Recognized by Inside Public Accounting’s 2024 "Best of the Best Firms"
- Voted Best Accountant or CPA in the Best of Hartford Readers’ Poll (2019–2024)
- Members of Allinial Global, providing access to a worldwide network of independent accounting and consulting firms
Industries We Serve
Whittlesey provides compliance services, as well as our third-party perspective and advice, to our closely held clients. This includes proactive tax planning and assurance services, as well as providing accurate guidance around gauge tax and gifting implications.
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.
Managing an evolving regulatory environment and, sometimes, multiple legacy plans can be challenging for plan administrators. Whittlesey's employee benefit plan management services help your team be compliant with reporting standards.
The Whittlesey 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.
Whittlesey knows that, as a healthcare practitioner, your time is valuable. So we focus on monitoring tax law changes and industry regulations, proactively communicating and planning for your business's future, which allows you to focus on patient care.
To be both lean and nimble, national and international manufacturers and distributors need smart planning. The experts at Whittlesey 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.
In partnership with your staff, executives, Board of Directors, and financial team, Whittlesey can help your organization implement philanthropic best practices tailored to your particular organization, as well as deliver accurate financial reporting, compliance with laws and regulations, and solid internal controls.
Finding success in the ever-changing real estate and construction industry landscape requires experience, patience and training. The Whittlesey team monitors economic changes and industry trends to deliver sound business advice and services when key decisions need validation.
Our HR Leader
Kathleen McCarthy, SPHR, SHRM-SCP, ACC, CPCC
Director of Human Resources and HR Advisory Services
Kathie brings over 30 years of strategic HR expertise across all aspects of human resources. As an Executive Coach, she adopts a personalized approach to help leaders enhance their skills, overcome challenges, and improve their overall effectiveness. This not only contributes to their personal success but also to the success of their organizations. During her time at Whittlesey, the company has expanded operations and gained recognition as one of America's fastest-growing firms. Kathie also co-chairs the Human Resources Committee at Allinial Global, demonstrating her leadership in the industry. She holds several certifications, including SPHR, SHRM-SCP, ACC, and CPCC in coaching, as well as a Bachelor of Science degree from the University of Hartford.
