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

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.

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.

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.

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.

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.

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