This accounting firm focuses on: Accounting Technology, Audit / Assurance, Bookkeeping, Business Tax, Business Valuation, Consulting, HR Advisory Services, Outsourced Accounting Services, and Personal Tax.

Yes, Whittlesey provides a wide range of consulting services in addition to its accounting and tax offerings. The firm delivers comprehensive advisory services, including business consulting, strategic planning, succession planning, and asset protection. It also offers specialized consulting in areas such as human resources—covering compliance, talent strategy, and executive coaching—as well as technology consulting, including cybersecurity and managed IT services. With these capabilities, Whittlesey positions itself as a full-service advisory partner, helping organizations and individuals make informed financial and operational decisions.

Yes, Whittlesey has a well-established specialization in serving nonprofit organizations, which represents the firm’s largest practice area. Our team brings extensive experience working with over 350 nonprofits, providing a deep understanding of the unique operational, regulatory, and financial challenges faced by tax-exempt entities. We offer comprehensive, tailored services across audit and assurance, tax compliance, advisory, and technology consulting, all designed to support strong financial reporting, regulatory compliance, and effective governance. By working closely with leadership, boards, and finance teams, we deliver practical, insight-driven guidance that helps nonprofit organizations achieve their mission and long-term objectives.

Yes, Whittlesey specializes in real estate as one of its core industry focus areas. The firm has a dedicated real estate and construction practice that provides tailored services, including tax, assurance, advisory, and technology solutions, specifically for commercial real estate, affordable housing, and related projects. In fact, Whittlesey works with owners, investors, and developers throughout the entire real estate lifecycle, from planning and financing to operations and disposition.

Yes, Whittlesey has a strong specialization in serving the construction industry. Our team works closely with contractors, developers, and construction-related businesses, bringing a deep understanding of the financial, operational, and regulatory complexities unique to the industry. We provide comprehensive, tailored services across audit and assurance, tax planning and compliance, advisory, and technology consulting, helping clients manage job costing, improve profitability, and navigate bonding and cash flow challenges. By partnering with leadership teams, we deliver practical, industry-specific insights that support informed decision-making and long-term business success.

Whittlesey has a rich history of contributing to our local communities, both as individuals and as a firm. We encourage our staff, at all levels, to become actively involved with the nonprofit organizations in the areas where we live and work. Our partners and managers take on leadership roles, volunteering their time and sharing their talents with organizations across the region. In line with our commitment to our local communities, we established the Whittlesey Fund, a charitable fund managed by the Hartford Foundation for Public Giving. Moreover, thanks to the generosity of our employees, Whittlesey proudly supports the United Way and the Greater Hartford Arts Council annually. In addition to individual efforts, we organize an annual Community Day for our company. It represents one of the most exciting days of the year for Whittlesey, as we close our offices and our team engages in hands-on volunteer service at several nonprofits.

We have more than 160 team members across three offices in Hartford, Connecticut; Hamden, Connecticut; and Holyoke, Massachusetts. Our professionals specialize in assurance, advisory, tax, and technology services.

Our firm has received numerous industry accolades, including being ranked as a Top 200 Firm by Inside Public Accounting; named a Top New England Regional Firm by Accounting Today; and featured in Accounting Today’s “Beyond the Top 100: Firms to Watch.” We were also recognized by Inside Public Accounting as a 2024 “Best of the Best” Firm and voted Best Accountant or CPA in the Best of Hartford Readers’ Poll from 2019 through 2025.

Monday – Friday: 8:00 AM – 5:00 PM EST

We serve a diverse range of industries, bringing deep expertise and tailored solutions to organizations with complex financial, regulatory, and operational needs. Our primary industry focus includes closely held businesses and professional service firms, emerging and growth-oriented companies, financial institutions, franchises, healthcare organizations, manufacturing and distribution companies, nonprofits, and real estate and construction entities. We also work closely with high-net-worth individuals and owner-managed businesses, providing specialized tax and advisory services aligned with their long-term goals. By combining industry-specific knowledge with an integrated service approach, we deliver insights and strategies that help our clients operate more effectively, manage risk, and achieve sustainable growth.

Whittlesey has the experience and expertise of a large, national CPA and IT consulting firm, with the responsiveness of a local firm. 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 strategic, responsive, and cost-efficient recommendations for both small and complex business needs. Our diverse teams of professionals have decades of experience in various accounting and technology 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. Our firm has stood the test of time because we understand how to help our clients successfully navigate compliance, economic and technology changes, and beyond.

We specialize in delivering comprehensive assurance, tax, advisory, and technology services tailored to the needs of businesses, nonprofits, and individuals. Our core areas of expertise include financial statement audits, reviews, and compilations; business and individual tax planning and compliance; and strategic advisory services such as business planning, succession planning, and outsourced accounting solutions. We also maintain a strong specialization in technology and cybersecurity services, providing managed IT support, risk assessments, compliance-driven solutions, and strategic technology consulting to help clients protect data and operate efficiently. Industry specialization is a key strength of our firm. We serve closely held businesses and professional service firms, emerging and growing companies, financial institutions, franchises, healthcare organizations, manufacturing and distribution companies, nonprofits, and real estate and construction entities. Additionally, we provide high-net-worth individuals with personalized tax and advisory services. By combining deep industry knowledge with an integrated service approach, we help our clients make informed decisions, manage risk, and achieve long-term success.

We offer a comprehensive range of professional services tailored to help businesses, nonprofit organizations, and individuals navigate complexity and achieve lasting success. Our services include assurance and audit solutions such as financial statement audits, reviews, and compilations; comprehensive business and individual tax planning and compliance; and strategic advisory services encompassing business planning, succession planning, and outsourced accounting support. We also offer specialized expertise in technology and cybersecurity, delivering managed IT services, risk assessments, and compliance-focused solutions that protect data and enhance operational efficiency. Complementing these core offerings, our firm provides outsourced finance and accounting services, HR advisory and consulting, and business valuation support. By integrating financial, advisory, and technology services under one roof, we deliver practical insight and customized solutions that empower our clients to make informed decisions and grow with confidence.

With more than six decades of industry-specific experience, we serve both for-profit businesses and nonprofit organizations across a broad range of sectors. Our experience includes closely held businesses and professional service firms, emerging companies, financial institutions, franchises, healthcare organizations, manufacturing and distribution, and real estate and construction.