We believe community builds a thriving business
We are your sounding board for decisions.
Running a business like yours means you have to be all in
It started as a seed and it has grown into something big. You’ve outgrown transactional relationships with accountants. There’s little to no help beyond your tax return; your goals and your future deserve more attention.
Imagine you’re able to set and achieve goals with accountability from your accounting team
We help you navigate the day to day decisions considering the impact on your family’s future.
- You’re confident that you have the right structure and tools in place to minimize taxes.
- You have clarity about where you stand financially.
- You’re using your numbers to get from where you are to where you want to be.
- You’re able to look at your business holistically and see where improvements can be made.
- You can confidently share your numbers with your team so everyone is able to thrive with an owner-mindset.
Sound good? You’re in the right place.
OUR PHILOSOPHY
We speak English, not Accounting.
You want a partner. Someone to tell you what to do, not confuse you with jargon. We meet you where you are, and translate the numbers into practical steps you can take in your business.
There’s a growth mindset
across the whole team
We place importance on continuous learning and development for the Whittaker team, so you get collaborative support beyond the partner level. Our team can speak to strategy within your business.
Your tax and accounting
people work together
You don’t have to try and coordinate two separate teams. The money you save in tax contributes to your business goals. Saving you tax relies on good accounting. We’re all aligned to the same North Star.
Our values
The business owners we’re best placed to support share these values.
Innovation
We leverage tech as much as we can. We have our eyes toward the future and we’re always trying new things. We help our clients learn and use the best available tools out there.
Integrity
We believe in being authentic in our relationships. Being reliable and responsible. Having open communication even when it’s hard. Doing the right thing.
Quality
What is an accounting firm without quality? Our focus is on preventing problems before they start.
Teamwork
We are nothing without our team. We delegate to the best of people’s abilities and have mutual respect for each other and our roles. Everyone has a voice.
Lifestyle
We’re team first – people over numbers. We’re a corporate community, looking out for each other and helping each other face our fears and grow.
Meet the Whittaker Team
Understand how goal-centered accounting and tax planning works
They are excellent collaborators who think about the future
, Orange Kiwi
here are two types of CPA firms: 1. Tactical and 2. Strategic. Tactical CPAs are a commodity. Strategic CPAs like Whittaker and Company are extraordinarily rare. They are excellent collaborators who think about the future using both financial and non-financial information to foster effective leadership decision-making. The team at Whittaker and Company have a 100% satisfaction rating with our clients and they are always our first call!
The team at Whittaker always looks out for us
, Anser Advisory and Buckley Management
Tax laws recently changed and the tax team at Whittaker proactively reached out to us to help us save taxes before the end of the year. Their proactive communication saved us over $36,000 in taxes. The Whittaker team always looks out for us, and we wouldn’t get this service anywhere else.