Whittlesey

What Whittlesey does

Whittlesey, P.C. is a Hartford, Connecticut-based professional corporation founded in 1961 that provides assurance, tax, advisory, and technology services to for-profit businesses, nonprofits, financial institutions, and individuals across New England. The firm operates three offices (Hartford, Hamden, and Holyoke) and positions itself as the largest Connecticut-based CPA and consulting firm, ranking among the top 10 in New England and the top 200 nationally. Revenue streams include assurance/audit, tax planning and compliance, business advisory (valuation, HR advisory, succession planning), and a wholly-owned technology subsidiary (The Technology Group, LLC, founded 1997) delivering managed IT, cybersecurity (SOC audits, penetration testing, vulnerability scans, incident response, CMMC consulting), and outsourced accounting functions (bookkeeping, controller, CFO services).

The firm runs a partner-led engagement model with multi-year contracts priced on hourly rates, project scope, or retainers, and goes to market through direct partner outreach to enterprise and mid-market clients organized by nine industry verticals including closely held businesses, nonprofits, financial institutions, healthcare, real estate and construction, manufacturing and distribution, government contractors (DIB), emerging businesses, and employee benefit plans. Whittlesey is privately held with partner ownership, no external funding or parent company, and has expanded primarily through one disclosed acquisition (Bova, Harrington & Associates, joined December 2021) and continuous partner-level promotion and lateral hiring (notably Stacy Farber from UHY LLP in January 2025). Recognized repeatedly by INSIDE Public Accounting, Accounting Today, Forbes, and CTCPA, the firm pairs traditional CPA work with an integrated managed IT and cybersecurity practice supported by a Datto Blue partnership (top 5% globally) and integrations with ConnectWise, ShareFile, and SafeSend.

Name

Whittlesey

Legal name

Whittlesey, P.C.

Website

https://wadvising.com

Company type

Private

Founded year

1961

Operating status

Operating

Headcount range

101–250 employees

Short description

Whittlesey, P.C. is a Hartford-based CPA and consulting firm founded in 1961, providing assurance, tax, advisory, technology, and outsourced accounting services to for-profit businesses, nonprofits, financial institutions, and individuals across Connecticut and Western Massachusetts.

Ownership category

akta.pro rank

Product category

Accounting and Professional Services

NAICS

Offices of Certified Public Accountants (541211), Administrative Management and General Management Consulting Services (541611), Management Consulting Services (54161), Office Administrative Services (5611)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

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

akta.pro secondary industries

Business Process-Aligned IT Outsourcing (ITO + BPO Integrated) (BPAEAMAJ), M&A HR Advisory (Due Diligence, Integration, Carve-outs) (BPACAJAL)

Keywords

• Audit assurance services
• Tax planning compliance
• Business advisory consulting
• Managed IT services
• Cybersecurity compliance

Headquarters

HQ city

Hartford

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Assurance Services: Audit and assurance services for for-profit and nonprofit clients, providing integrity-focused validation of financial statements and business processes
2. Tax Services: Federal and state tax planning and preparation services for individuals and businesses throughout the year
3. Advisory Services: Business valuation, HR advisory, succession planning, and consulting services
4. Technology Services: Managed IT, cybersecurity, compliance, and technology consulting services

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Whittlesey is a CPA and consulting firm providing assurance, tax, advisory, and technology services to businesses, nonprofits, financial institutions, and individuals across New England. Core offerings include financial statement audits, federal and state tax planning and preparation, business valuation, HR advisory, succession planning, and outsourced client accounting, complemented by a technology services division delivering managed IT, cybersecurity (MDR, SOC audits, penetration testing, CMMC compliance), and outsourced CTO services. Services are delivered through partner-led engagements across three offices in Hartford, Hamden, and Holyoke.

Product overview

Whittlesey is a CPA and consulting firm offering a portfolio of professional services including outsourced accounting (bookkeeping, controller, and CFO services) and a comprehensive technology services division. The technology portfolio spans managed IT and support services, CTO services, network services (including business continuity, automatic systems management, MDR, and email filtering), and cybersecurity services (incident response, PII/PHI remediation, SOC audits, risk assessments, penetration testing, and CMMC compliance). The firm also offers client portals for tax, assurance, and technology service management, with Datto partnership for backup and disaster recovery solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services Financial statement audits and assurance engagements delivered to for-profit and nonprofit clients, focused on integrity and tailored business guidance.
• Tax Services Federal and state tax planning, preparation, and compliance services for individuals and businesses, with year-round engagement.
• Advisory Services Business valuation, HR advisory, succession planning, strategic planning, estate planning, and outsourced client accounting solutions for businesses and nonprofits.
• Business Valuation Formal business valuation services for transactions, succession planning, and strategic decisions.
• HR Advisory and Consulting Services Human resources consulting and advisory services for businesses, including HR strategy and operational guidance.
• Business Tax Planning Proactive tax planning, compliance, and advisory services tailored for businesses.
• Individual Tax Planning Federal and state tax planning, preparation, and advisory services for individuals.
• Outsourced Accounting Services Comprehensive outsourced accounting solutions including bookkeeping, controller services, and CFO advisory services for businesses that need to augment or replace in-house teams.
• Managed IT and Support Services Day-to-day technology support, system management, and IT help desk services delivered to business clients.
• Chief Technology Officer (CTO) Services Outsourced CTO services providing strategic technology leadership and IT decision-making support for organizations lacking in-house technical leadership.
• Business Continuity and Cloud Backup

Quantifiable outcome

• Ranked 8th among New England accounting firms by Accounting Today
• +1 more outcomes

Named customers2 records

Segments9 records

Ideal customer profiles10 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

One partnership is on record.

• DattocoreTechnology or Integration · 1 January 2020Whittlesey achieved exclusive Blue partner status with Datto, representing the top 5% of Datto's partners worldwide. Datto is the world's leading provider of IT solutions delivered through managed service providers. The partnership includes data backup, recovery, networking, cloud continuity, and device management services. The firm has been partnered with Datto since 2014.

Scale indicators5 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• CliftonLarsonAllen (CLA): Largest U.S. accounting firm with deep CT presence after absorbing blumshapiro. Same assurance/tax/advisory model, similar industry-vertical approach, and direct head-to-head competitor for Whittlesey's CT/MA client base.
• Marcum LLP: Top-10 U.S. accounting firm with significant New England offices. Competes with Whittlesey for mid-market and closely-held business audit, tax, and advisory engagements across CT and MA.
• PKF O'Connor Davies: Growth-oriented mid-tier accounting firm providing audit, tax, and advisory to closely-held businesses and nonprofits. Similar size band and service mix to Whittlesey with comparable Northeast footprint.
• WithumSmith+Brown: Regional accounting and advisory firm with similar assurance, tax, and outsourced accounting services plus a technology/cybersecurity practice. Directly comparable size and go-to-market model.
• Wipfli LLP: Mid-tier accounting firm with a strong managed IT, cybersecurity, and digital transformation practice alongside core audit/tax. Closest pure match for Whittlesey's integrated accounting + IT service model.
• Kreischer Miller: Regional accounting and advisory firm serving closely-held businesses, nonprofits, and financial institutions in the Northeast/Mid-Atlantic. Similar mid-size profile and industry vertical focus.
• UHY LLP: Top-30 U.S. mid-tier accounting firm providing audit, tax, and advisory to mid-market clients. Direct competitor and former employer of newly-hired Whittlesey Assurance Partner Stacy Farber.
• RSM US: Mid-tier national accounting firm with substantial managed IT, cybersecurity, and risk consulting practice. Comparable integrated service model; competes for larger mid-market engagements than Whittlesey's typical scope.
• BerryDunn: Top-100 New England-based accounting and consulting firm serving closely-held businesses, nonprofits, and financial institutions. Direct geographic peer in the same regional market.

Broad incumbents

• CohnReznick: Top-20 U.S. accounting firm with industry specialization in financial services, real estate, healthcare, and government - same verticals as Whittlesey but at larger scale and broader geographic footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC89lZ1kJB9LY-L7p5MB8CFg
• Facebookfacebook.com/WhittleseyCPA
• LinkedInlinkedin.com/company/whittlesey
• Instagraminstagram.com/whittleseypc

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Whittlesey