The Whitlock Company

What The Whitlock Company does

The Whitlock Company, LLP is a privately held accounting and business advisory firm headquartered in Springfield, Missouri, with regional offices in Kansas City and Joplin. Founded in 1913, the firm employs more than 50 CPAs and associates and serves clients across all 50 U.S. states through in-person and virtual delivery. Whitlock operates along two service lines: Solutions for Organizations and Solutions for Individuals. The organizational line covers business advisory and outsourced accounting, community bank risk advisory, business tax strategy and preparation, financial reporting and assurance services, IT/cybersecurity testing, and employee benefit plan audits. The individual line serves high-net-worth clients with tax advisory, estate planning, wealth management, financial planning, and retirement income strategies.

The firm earns revenue through three principal mechanisms: recurring monthly subscription tiers for outsourced accounting ($1,500/month "Hindsight," $2,500/month "Insight," $5,000/month "Foresight"), annual subscriptions for community bank internal audit starting at $12,000/year, and project-based professional services for tax compliance, financial statement audits, EBP audits, and estate planning. Whitlock operates a sales-led, relationship-driven GTM motion anchored by long client tenure (15-year average), professional referrals, content marketing, and a strategic wealth-management partnership with Oppenheimer & Co. It is a member of Allinial Global and The Professionals Alliance Group for referral and capability extension, and integrates third-party tools (Jirav, Bill.com, QuickBooks Online) into its outsourced accounting offering. The firm has expanded through three mergers/acquisitions (2011, 2016, 2017) and is currently led by CEO Josh Beaird, CPA, CIA.

Whitlock holds CPA, CIA, and CFE credentials across its team and is a member of the AICPA Employee Benefit Plan Audit Quality Center. It has been recognized as one of Accounting Today/Best Companies Group's Best Accounting Firms to Work For (2009, 2011, 2017). The ownership is internal — partners own the firm; no external investment or parent entity is disclosed.

Name

The Whitlock Company

Legal name

The Whitlock Company, LLP

Website

https://whitlockco.com

Company type

Private

Founded year

1913

Operating status

Operating

Headcount range

11–50 employees

Short description

The Whitlock Company is a Springfield, Missouri-based accounting and business advisory firm founded in 1913, employing 50+ CPAs across three Missouri offices. It serves organizations (5–500 employees), community banks, nonprofits, and high-net-worth individuals nationwide with outsourced accounting, audit, tax, cybersecurity, and wealth planning services.

Ownership category

akta.pro rank

Product category

Accounting and Business Advisory Services

NAICS

Office Administrative Services (56111), Portfolio Management and Investment Advice (52394)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industry

Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• Accounting services
• Tax advisory
• Community bank consulting
• Wealth management
• Cybersecurity risk advisory

Headquarters

HQ city

Springfield

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services — Accounting & Advisory: Monthly accounting, bookkeeping, controller, and CFO-level outsourced services billed on a subscription/project basis. Tiers range from $1,500/month for basic accounting to $5,000/month for CFO-level strategic planning.
2. Community Bank Risk Advisory: Internal audit, FDICIA compliance, cybersecurity, and lending risk advisory for community banks. Starting at $12,000 annually for internal audit solutions.
3. Tax Services: Business and individual tax strategy, preparation, compliance, and planning delivered year-round. Includes multistate filings, estate planning, and retirement income strategies.
4. Financial Reporting & Assurance: Financial statement audits and reviews, employee benefit plan (EBP) audits, nonprofit audits, and corporate audits delivered as project-based engagements.
5. Estate & Wealth Planning: Estate planning, trust setup and management, succession planning, and wealth management advisory for high-net-worth individuals, often coordinated with Oppenheimer & Co.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

The Whitlock Company is a full-service accounting and advisory firm providing bookkeeping, controller, and outsourced CFO services, tax strategy and preparation, financial statement and employee benefit plan audits, community bank risk and FDICIA advisory, IT/cybersecurity testing, and—for high-net-worth individuals—estate planning, wealth management, and retirement income strategies. Services are delivered primarily through three Missouri offices with nationwide reach via secure portals, and are organized as either recurring monthly subscriptions (e.g., Hindsight/Insight/Foresight tiers) or fixed-fee engagements.

Product overview

Whitlock is a full-service accounting and business advisory firm offering a unified portfolio of professional services. The firm operates across two main segments: Solutions for Organizations (Business Advisory & Accounting, Community Bank Risk Advisory, Business Tax Strategy & Preparation, Financial Reporting & Assurance Services, IT/Cybersecurity Testing, and Employee Benefit Plan Audits) and Solutions for Individuals (Tax Advisory, Estate Planning, Wealth Management, Financial Planning, and Retirement Income Strategies). Services are delivered through three Missouri offices (Springfield headquarters, Kansas City, and Joplin) with nationwide reach. The firm leverages strategic partnerships with Oppenheimer & Co. for wealth management and is a member of Allinial Global for access to additional expertise.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Advisory & Accounting Monthly bookkeeping, KPI dashboards, controller-level financial analysis, and CFO-level strategic planning for small and mid-sized organizations (5–500 employees), delivered via tiered subscriptions (Hindsight $1,500/mo, Insight $2,500/mo, Foresight $5,000/mo).
• Community Bank Risk Advisory Internal audit, FDICIA compliance, IT/cybersecurity testing, lending risk and compliance advisory, and loan portfolio analysis for community and regional banks, with annual subscriptions starting at $12,000.
• Business Tax Strategy & Preparation Year-round tax strategy and compliance for businesses, including tax planning, cash flow enhancement, audit representation, and cost segregation studies.
• Financial Reporting & Assurance Services Financial statement audits and reviews, corporate audits, nonprofit audits, community bank financial audits, and employee benefit plan audits delivered as project-based engagements.
• IT/Cybersecurity Testing Cybersecurity risk assessments including vulnerability scanning, penetration testing, controls review, risk assessment, and business continuity planning for organizations and financial institutions.
• Employee Benefit Plan Audits Annual ERISA-compliant audits for organizations with 100+ participants in employee benefit plans, ensuring compliance with Department of Labor and IRS regulations.
• Tax Advisory Services for High Net Worth Clients Advanced individual tax strategies for high-net-worth clients, including capital gains planning, tax-efficient portfolio management, multistate filings, and estate tax mitigation through vehicles such as GRATs and ILITs.
• Estate Planning Services Estate planning for high-net-worth individuals, including trust design (FLPs, IDGTs, SLATs, Dynasty Trusts), estate tax planning, succession planning, and business transition strategies.
• Wealth Management Diversified portfolio management and wealth growth strategies delivered through a strategic partnership with Oppenheimer & Co. and membership in The Professionals Alliance Group.
• Financial Planning Services Comprehensive financial planning for high-net-worth individuals, including investment policy statements, concentrated-position strategies, retirement income modeling, risk and insurance optimization, and philanthropic planning.
• Tailored Retirement Income Strategies Advanced retirement income strategies for high-net-worth clients blending tax-smart withdrawals, Roth conversions, and estate-savvy tactics, delivered in partnership with Oppenheimer & Co.

Quantifiable outcome

• Serving organizations and individuals for over 110 years with 50 CPAs and associates
• +2 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Allinial GlobalcoreStrategic or Co-development PartnerAllinial Global is an award-winning association of independent accounting and advisory firms that brings clients best-in-class solutions through collaboration with each other, strategic partners, and association resources. Whitlock participates in educational and networking events through this network.
• Oppenheimer & Co.coreStrategic or Co-development PartnerStrategic partnership with Oppenheimer & Co., a nationwide full-service investment brokerage, allows Whitlock to develop wealth management strategies that reduce tax liability, grow wealth, and distribute assets according to clients' wishes. Whitlock's CPA team syncs tax timing with portfolio managers to enhance after-tax returns.
• The Professionals Alliance GroupminorGTM or Marketing PartnerThe Professionals Alliance Group allows Whitlock to tap into a pool of wealth management experts, attorneys, and other trusted advisors to help clients' portfolios grow with the right experts on the team.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Anders CPAs + Advisors: St. Louis-based, mid-sized CPA and advisory firm offering tax, audit, business advisory, wealth management, and technology services to organizations and HNW individuals across the Midwest. Highly comparable to Whitlock in size, service mix, and regional Midwest positioning.
• Williams-Keepers LLC: Mid-Missouri-based CPA and advisory firm offering tax, audit, business advisory, and wealth services to organizations and individuals. Closely comparable to Whitlock in geography (Missouri), service mix, and target customer size.
• Mayer Hoffman McCann (CBIZ MHM): National CPA firm with strong community bank practice and a history in the Kansas City market where Whitlock operates. Whitlock's Kansas City office manager Chuck McCann was a founder of this firm, making it a particularly relevant reference comparable on community bank services.

Broad incumbents

• FORVIS (formerly BKD): Top-10 U.S. accounting firm formed by the merger of BKD and Dixon Hughes Goodman, headquartered in the Midwest with deep community bank and HNW practices. Represents a larger, more diversified competitor that overlaps directly with Whitlock's core services but at greater scale.
• Wipfli LLP: Top-20 U.S. accounting and advisory firm with a strong community bank practice and outsourced CFO/controller services. Comparable to Whitlock in its subscription-styled advisory offering and community bank focus, but with national geographic reach and substantially larger headcount.
• Eide Bailly LLP: Top-25 U.S. accounting firm with significant Midwest presence and a strong community bank, ag, and HNW client base. Comparable to Whitlock in client mix and service offerings, but operates at a larger scale and across more states.
• Plante Moran: Largest U.S.-headquartered accounting firm, founded and headquartered in the Midwest, with significant community bank, manufacturing, and HNW practices. Comparable to Whitlock in Midwest DNA and client mix, but operates at a much larger scale.
• UHY US: National CPA and advisory network with strong middle-market, community bank, and HNW service lines. Comparable to Whitlock in client size range and advisory-led positioning, but with broader geographic and service breadth.

Regional players

• Bessemer Trust: National wealth management and family office firm serving HNW and UHNW individuals with estate planning, tax, and investment services. Comparable to Whitlock's HNW and estate planning practice delivered through its Oppenheimer & Co. partnership.

Others

• Cerner Corporation (now Oracle Health) – in-house finance/audit benchmark: Not a direct competitor, but a large Kansas City-headquartered organization that uses outsourced CFO, audit, and tax services of the type Whitlock provides. Included as a representative large-firm buyer in the same metro to size the demand pool for Whitlock's services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/whitlockco
• Facebookfacebook.com/whitlockco
• LinkedInlinkedin.com/company/the-whitlock-company

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Whitlock Company