Whittlesey & Hadley PC

What Whittlesey & Hadley PC does

Whittlesey & Hadley PC is a privately held CPA and consulting firm headquartered in Hartford, Connecticut, founded in 1960 and recognized as Connecticut's largest CPA and consulting firm and a top 10 firm in New England. The firm operates across three offices (Hartford CT, Hamden CT, and Holyoke MA) and serves for-profit businesses, individuals, and nonprofit organizations through four service pillars: Assurance, Advisory, Tax, and Technology. Within these pillars, Whittlesey delivers traditional accounting services (audit, tax planning and preparation, business valuation, HR advisory, succession and estate planning) alongside a Technology/Cybersecurity division that includes Managed Detection and Response, SOC audits, penetration testing, incident response, PII/PHI scanning, and CMMC compliance services for defense contractors. The firm maintains a Client Portal for ongoing service delivery and an active content marketing program spanning an Insights blog, Resources library, and four social platforms.

The firm's commercial model is engagement-based professional services delivery with multi-year contracts and custom pricing tied to scope and complexity, supplemented by recurring managed IT and cybersecurity service subscriptions. Whittlesey competes via vertical specialization across nine industries (closely held businesses, emerging businesses, employee benefit plans, financial institutions, franchising, healthcare, manufacturing and distribution, nonprofits, and real estate/construction) and has earned recognition as a "Best of the Best Firm" by Accounting Today and a "Top 200 Accounting Firm" by Inside Public Accounting. Its go-to-market relies on direct relationship-based business development, thought leadership content, and brand equity accumulated over more than 60 years. Ownership, headcount, financial performance, and management team details are not publicly disclosed, and no M&A, funding, or leadership change events are documented in the available data.

Name

Whittlesey & Hadley PC

Legal name

Whittlesey PC

Website

https://whcpa.com

Company type

Private

Founded year

1960

Operating status

Operating

Ownership category

akta.pro rank

Product category

Accounting and Consulting Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

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

akta.pro primary industry

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

akta.pro secondary industries

Security Audits & Compliance (ISO 27001, SOC 2, PCI DSS, HIPAA, SOX) (BPAKADAC), HR Policy, Governance, Compliance & Risk Advisory (BPACAJAF), Privacy Management (Consent, DSAR, RoPA) (HDADAFAH)

Keywords

• CPA services
• Audit and assurance
• Tax advisory
• 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, Others

Revenue model

1. Assurance Services: Audit and assurance services provided to for-profit and nonprofit clients for financial statement validation and regulatory compliance. These are recurring engagement-based services.
2. Tax Services: Federal and state tax planning, preparation, and compliance services for individuals and businesses year-round.
3. Advisory Services: Business valuation, HR advisory, consulting, succession planning, and strategic advisory services.
4. Technology Services: Managed IT, cybersecurity, compliance, and network services including CTO outsourcing, incident response, and CMMC certification services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Whittlesey & Hadley PC is a CPA and consulting firm providing assurance (audit and financial statement services), advisory (business valuation, HR consulting, succession and estate planning, outsourced accounting), tax (federal and state tax planning, preparation, and compliance for businesses and individuals), and technology services (managed IT, cybersecurity, incident response, CMMC compliance, SOC audits, penetration testing, and managed detection and response) to businesses, individuals, and nonprofit organizations across New England.

Product overview

Whittlesey & Hadley PC is a CPA and consulting firm offering a comprehensive suite of professional services organized around four core pillars: Assurance, Advisory, Tax, and Technology. The Technology Services division provides managed IT services, incident response, compliance, and cybersecurity solutions. Within Technology, the firm offers specialized sub-services including Managed IT & Support Services, Managed Detection and Response, Business Continuity & Cloud Backup, Advanced Email Filtering & Phishing Response, CTO Services, Automatic Systems Management, Network Services, PII/PHI Scanning & Remediation, Cybersecurity Audit Services (SOC Audits, Risk Assessments, Penetration Testing, WISP, Vulnerability Scans), Incident Response, Security Awareness Training, and CMMC compliance services. The Advisory division includes Business Valuation and HR Advisory Services. Tax services encompass Business Tax Planning and Individual Tax Planning. This multi-tiered service architecture is designed to address the complete lifecycle of business needs from accounting and tax to technology infrastructure and cybersecurity compliance.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services Audit and financial statement assurance services customized to client needs, with additional business guidance for key decisions; offered to for-profit businesses, nonprofit organizations, and benefit plans.
• Advisory Services Expert counsel covering business planning, strategic planning, succession planning, asset protection, estate planning, security, tax advising, human resource consulting, outsourced client accounting solutions, and computer network consulting.
• Business Valuation Professional business valuation services delivered under the Advisory practice for clients needing formal valuations for transactions, succession, tax, or strategic planning.
• HR Advisory and Consulting Services Human resources consulting and advisory services for businesses seeking HR strategy and operational support.
• Tax Services Year-round federal and state tax planning, preparation, compliance, and financial audit services for individuals and businesses.
• Business Tax Planning Strategic business tax planning services designed to optimize entity tax positions and respond to changing tax law.
• Individual Tax Planning Personal tax planning services for individual clients seeking to optimize personal tax situations.
• Technology Services Tailored technology solutions for businesses and nonprofits covering managed IT services, incident response, compliance, and cybersecurity to protect digital assets and support growth.
• Network Services Comprehensive network services supporting business technology infrastructure, with multiple sub-offerings.
• Managed IT and Support Services Comprehensive managed IT services providing ongoing technology support and management for businesses and nonprofits.
• Managed Detection and Response Continuous security monitoring and rapid response services designed to detect and address cybersecurity threats in real time.
• Business Continuity and Cloud Backup Disaster recovery planning and cloud-based backup solutions to ensure business continuity for client organizations.
• Advanced Email Filtering and Phishing Response Email security services providing advanced filtering and phishing attack response capabilities to protect client email environments.
• Chief Technology Officer (CTO) Services Outsourced CTO services providing strategic technology leadership and guidance for businesses that need senior technology direction without a full-time executive.
• Cybersecurity Audit Services Comprehensive cybersecurity audit offerings including SOC audits, cybersecurity risk assessments, penetration testing, Written Information Security Program (WISP) development, and vulnerability scans.
• Service and Organization Control (SOC) Audits SOC audit services examining controls relevant to security, availability, processing integrity, confidentiality, or privacy for service organizations.
• Cybersecurity Risk Assessment Assessments designed to identify and evaluate cybersecurity risks and vulnerabilities in client environments.
• Penetration "Pen" Testing Ethical hacking services that simulate cyberattacks to test and validate the security of client systems.
• Written Information Security Program (WISP) Development and documentation of information security programs and policies that align client security practices with regulatory and best-practice requirements.
• Vulnerability Scans Scanning services to identify security vulnerabilities in client systems and networks.
• Incident Response Cybersecurity incident response services that help organizations respond to and recover from security breaches.
• PII/PHI Scanning and Remediation Data discovery and remediation services for personally identifiable information (PII) and protected health information (PHI) to support compliance.
• Security Awareness Program Employee security awareness training and programs designed to prevent cyber incidents and build a security-conscious culture.
• Cybersecurity Maturity Model Certification (CMMC) Compliance Compliance services supporting defense contractors in achieving and maintaining Cybersecurity Maturity Model Certification for Department of Defense contracts, spanning Level 1 through Level 3.

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Aprio LLP: Aprio is a Top 50 U.S. accounting and business advisory firm with a multi-service platform spanning assurance, tax, advisory, and technology. As a larger, multi-regional incumbent, it represents the type of scaled competitor Whittlesey faces when pursuing larger engagements.
• Forvis (FORVIS Mazars): FORVIS is a Top 10 U.S. accounting firm formed through the merger of FORVIS and Mazars, with a substantial Northeast presence following its BlumShapiro combination. As a national full-service incumbent, it competes with Whittlesey across the full four-pillar service model.

Direct peers

• Grassi & Co. Grassi & Co. is a Northeast regional CPA and advisory firm with comparable size, industry vertical focus (including nonprofits and closely held businesses), and a growing technology advisory practice. Its service breadth and regional profile align with Whittlesey's positioning.
• WithumSmith+Brown (Withum): Withum is a Top 30 U.S. accounting and advisory firm with a strong Northeast presence and a well-developed technology and cybersecurity practice. Its combination of CPA services and tech-enabled offerings closely mirrors Whittlesey's diversified four-pillar model.
• PKF O'Connor Davies: PKF O'Connor Davies is a Northeast-based accounting, tax, and advisory firm with comparable size and a similar closely held business and nonprofit client base. Its regional multi-service model makes it a direct comparable for Whittlesey's positioning.
• CohnReznick: CohnReznick is a Top 25 U.S. accounting, tax, and advisory firm with significant Northeast operations and industry-focused practices including nonprofit, real estate, and financial services. It overlaps directly with several of Whittlesey's vertical specialties and service breadth.
• Marcum LLP: Marcum is a Top 30 U.S. accounting and advisory firm with a strong Northeast presence and a multi-service platform spanning assurance, tax, advisory, and technology consulting. It competes directly with Whittlesey for mid-market clients in Connecticut and across New England.
• BerryDunn: BerryDunn is a New England-based CPA and consulting firm ranked in the Top 100 nationally with established practices in healthcare, financial institutions, and nonprofits. Its geography and vertical mix make it a direct comparable to Whittlesey.
• BlumShapiro: BlumShapiro was a New England-based CPA and business advisory firm of comparable size serving closely held businesses, nonprofits, and financial institutions. It merged with FORVIS in 2023, making it a near-perfect comparable for Whittlesey's regional full-service profile, geography, and client mix.

Regional players

• Eide Bailly: Eide Bailly is a Top 25 U.S. accounting and advisory firm primarily serving the Midwest and West, with comparable size, industry-focused practices, and a growing cybersecurity/technology advisory offering. While not overlapping geographically, it serves as a comparable for mid-market full-service CPA firm economics and service mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

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

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

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 & Hadley PC