Whittlesey

Whittlesey is the largest regional CPA and IT consulting firm in New England. With offices in Hartfo

Photos from Whittlesey's post 12/06/2023

Whittlesey's Kimberly Napp, CPA and Lisa Wills, CPA attended MetroHartford Alliance's “Love Hartford” Benefit Dinner at Connecticut Convention Center. The event recognized Mayor Luke Bronin's leadership and supports the Hartford Youth Service Corps.

11/23/2023

Happy Thanksgiving from all of us at Whittlesey! We wish you and your families a safe, healthy and happy holiday.

11/11/2023

We honor the brave men and women who have served and continue to serve our country. They have made sacrifices for our freedom and safety, and we are forever grateful for their service. We honor their dedication, courage, and sacrifice. Let’s take a moment to remember and thank them for their service.

11/10/2023

Whittlesey was a proud sponsor of last night's Our Piece of the Pie "Champions of Youth" event at Dunkin' Stadium. This event celebrates supporters of OPP and their mission to continue to support young people in personal development and academic achievement. Congratulations to all the honorees, and thank you to OPP for a wonderful evening!

📷: Lisa Wills and Kimberly Napp

Is Your Business Subject to the New BOI Reporting Rules? 11/09/2023

Many businesses, including small ones, may be subject to new beneficial ownership information reporting rules under the Corporate Transparency Act. Here’s what you need to know.

Is Your Business Subject to the New BOI Reporting Rules?

Should You Reassess Your Nonprofit’s Office Space? 11/02/2023

Leased office space is likely one of the largest line items in your nonprofit’s budget. Now may be a good time to downsize or at least change how you use your space.

Should You Reassess Your Nonprofit’s Office Space?

10/20/2023

Whittlesey's Patrick Kelly, CPA, Thomas Wood, CPA, Kimberly Napp, CPA, and Edward Engberg, CPA attended the Chrysalis Center, Inc. 19th Annual Butterfly Bash at The Society Room of Hartford last night. This signature event raises funds to help transform people's lives.

Commit to Continually Improve Your Nonprofit’s Accounting Processes 10/05/2023

Accounting inefficiencies and errors can cost your nonprofit time and money. Here’s how to root out and repair less-than-perfect processes.

Commit to Continually Improve Your Nonprofit’s Accounting Processes

Employer shield law boosts cybersecurity interest amid high-profile attacks, litigation 10/02/2023

October is Cybersecurity Month. Whittlesey's Chris Wisneski sat down with Hartford Business Journal to talk about Connecticut's law to protect businesses from punitive damages in case of a data breach, as long as they adopted protective measures.

Employer shield law boosts cybersecurity interest amid high-profile attacks, litigation Cybercriminals in recent months have launched attacks against several Connecticut employers in an attempt to make money, from the city of New Haven to the owner of three local hospitals. Meanwhile, several lawsuits have been filed in recent months over past attacks, not against the unknown perpetrat...

Overcoming Benchmark Resistance In Your Nonprofit 09/14/2023

Who needs benchmarking? You, your nonprofit’s employees and board of directors do! We explain how best to measure performance to reach mission-critical goals.

Overcoming Benchmark Resistance In Your Nonprofit

09/11/2023

We are thrilled to hit the road for our college career fairs.

Our travel plans kickoff with scheduled visits to the following campuses: Assumption University, Bryant University, Central Connecticut State University, Eastern Connecticut State University, Elms College, Quinnipiac University, Sacred Heart University, UConn, University of Hartford, UMass Amherst, University of Rhode Island, and Western New England University.

Visit our website for dates and time.
bit.ly/3Pgka7s

We look forward to connecting with you. Contact Chelsea Aquino, our Senior Talent Acquisition Specialist, to learn about internships and careers at Whittlesey.

09/11/2023

On this 9/11 Remembrance Day, we join together in honoring and remembering those who lost their lives and those who bravely served on that fateful day.

As we reflect on the tragic events of September 11, 2001, we also remember the resilience and strength of our nation in the face of adversity. Let us never forget the sacrifices made by first responders, military personnel, and ordinary citizens who came together to help in the aftermath of the attacks.

Strategic Tax-Planning Q&As For Construction Businesses 09/07/2023

Most people, including construction business owners, feel a sense of relief when their taxes are filed. But contractors need to make tax planning a year-round activity. Here are some Q&As to consider.

Strategic Tax-Planning Q&As For Construction Businesses

09/05/2023

We are thrilled to share the news, that we have been named a 2023 "Best of the Best Firm" by INSIDE Public Accounting again. Whittlesey is the only Connecticut and Western Massachusetts based firm to make this list.

“We are honored that IPA has recognized us as one of the Best of the Best Firms for the second consecutive year,” said Managing Partner and CEO Drew Andrews. “This prestigious award is a testament to our team’s pursuit of excellence and commitment to our clients and the trust they put in us each day.”

IPA’s annual Best of the Best list ranks top public accounting firms that have delivered superior financial and operational performance in the most recent fiscal year. The firms are selected from nearly 600 firms across the United States and Canada. Selections for the list are based on over 50 metrics related to firm growth, productivity, staff development, and more.

Beefing Up Benefits May Save Tax Dollars For Construction Businesses 08/24/2023

Construction business owners: Is your benefits package competitive in today’s tight job market? Here’s a review of some of the most valued options to consider.

Beefing Up Benefits May Save Tax Dollars For Construction Businesses

Passing The Public Support Test 08/17/2023

Is your nonprofit a publicly supported charity? Are you sure? Two IRS public support tests can help you determine, and prove, your status. Learn more about them:

Passing The Public Support Test

08/15/2023

Cheers to the Whittlesey team! We are pleased to announce the promotion of 15 team members. Each of has demonstrated exceptional performance and client service and are key to our Firm’s growth and success.

Please join us in congratulating them! 🎉

New-And-Improved Accounting Rules For Common Control Leases 08/03/2023

The FASB recently issued amendments to help organizations that rent property from related parties report those arrangements on their balance sheets.

New-And-Improved Accounting Rules For Common Control Leases Coming soon! The FASB recently issued amendments to help organizations that rent property from related parties report those arrangements on their balance sheets.

That Email or Text from the IRS: It’s a Scam 07/11/2023

Criminals keep coming up with new ways to try and steal information from taxpayers. Here are a few of their scams and how you can avoid them.

That Email or Text from the IRS: It’s a Scam

Valuing Noncash Donations: A Cheat Sheet 07/06/2023

Has your nonprofit received a flood of clothing and other noncash property that needs to be valued? These gifts usually are assessed at their fair market value, but several factors influence the formula.

Valuing Noncash Donations: A Cheat Sheet

06/29/2023

Happy 4th of July! In observance of Independence Day, our offices will be closed on Monday, July 3rd, and Tuesday, July 4th. We hope you have a wonderful holiday weekend!

06/28/2023

Fun times seeing the Hartford Yard Goats at Dunkin Park last week! We had a wonderful night with friends and enjoyed a great game. Thank you to all who joined us!

06/19/2023

As we commemorate Juneteenth, we honor the end of slavery in the United States and the resilience of the Black community. Remembering and educating ourselves on our history is crucial for creating a more just and equitable future for all.

06/16/2023

The not-for-profit landscape has shifted tremendously in the last few years, so we called in all the experts for the June 28 Not-for-Profit Organizations Conference, sponsored by Tools 4 Data, LLC and Supporting Strategies. Join gurus from Financial Accounting Standards Board (FASB), The Alliance: The Voice of Community Nonprofits, CBIZ Marks Paneth, Forensic Accounting Services, LLC, Marcum LLP, Fiondella, Milone & LaSaracina, LLP, and Whittlesey. See the full agenda: www.ctcpas.org/nfp.

06/14/2023

It's an exciting week here at Whittlesey! We welcomed nine interns that will join us for the summer. During their time with us, they will have the opportunity to gain valuable experience working with teams from across the firm on various projects, including current client engagements. We can't wait to see all that they will achieve!

2023 Three Rivers Foundation Golf Tournament 06/06/2023

Thanks for having us, Three Rivers Community College! Our team enjoyed a great afternoon of golf to support the Three Rivers College Foundation, which helps to support the educational efforts of the College, the staff, and the faculty.

Team Whittlesey

Social Security’s Future: The Problem and the Proposals 05/22/2023

The future of Social Security is in peril. Here’s a look at the current situation and potential solutions.

Social Security’s Future: The Problem and the Proposals

Timeline photos 05/11/2023

We are thrilled to share that we've been honored as the Best Accountant or CPA in the 2023 Readers' Poll! This recognition from our community fills us with gratitude, and we want to extend our heartfelt thanks to our fantastic clients for their unwavering support! A huge thank you to everyone who cast their vote!

Timeline photos 04/26/2023

Today, on , we turn the spotlight on the incredible individuals who work tirelessly behind the scenes to ensure Whittlesey's success – our amazing administrative professionals! From organizing meetings and managing correspondence to solving unexpected challenges, you are the glue that holds Whittlesey together.

Your unwavering dedication, resourcefulness, and adaptability make a significant impact on our day-to-day operations. We recognize the immense value of your contributions and admire your ability to consistently deliver under pressure.

To all of our administrative professionals, thank you for being the heartbeat of our organization. Happy Administrative Professionals Day!

04/10/2023

We are thrilled to be part of Donation Creation 2023 once again!

We take pride in our ongoing commitment to support Chrysalis Center, Inc.'s Freshplace Food Pantry and their mission to fight food insecurity in our community. Our team is already brainstorming unique and innovative ideas for our donation sculpture this year!

We encourage everyone to join in on the fun and make a difference by signing up or considering a donation below.

Drum roll, please...

Introducing Team Whittlesey to Donation Creation 2023!!

Whittlesey has been a loyal supporter of Donation Creation and Chrysalis Center's Freshplace Food Pantry for years. We can't wait to see how they get creative with their donation sculpture for 2023!

If you are interested in signing up or have any questions, please email Irene Mackey, at [email protected].

03/30/2023

We were fortunate to join the Chrysalis Center, Inc. for their “Empty Bowls” event, which helps fund programs that tackle the crucial problem of food insecurity and insufficient access to fresh food in our local communities. It was a privilege to participate in such a meaningful event that makes a real difference in people’s lives. Thank you for including us!

Prevent Fraud At Your Construction Company With A Holistic Approach 03/22/2023

Fraud is an ever-present threat for construction businesses, both in the office and on job sites. That’s why contractors must leave no stone unturned when trying to prevent it.

Prevent Fraud At Your Construction Company With A Holistic Approach Fraud is an ever-present threat for construction businesses, both in the office and on jobsites. That’s why contractors must leave no stone unturned when trying to prevent it.

The FLSA Asks Your Nonprofit to Accurately Classify Staffers 03/15/2023

Drawing a clear line between employees and contractors is crucial, but it requires careful judgment. Incorrect classification can lead to penalties and additional costs. Don't take any chances – make sure your organization is correctly classifying your workforce.

The FLSA Asks Your Nonprofit to Accurately Classify Staffers Drawing a line between employees and contractors requires nonprofits to use their judgment. Getting it wrong can result in penalties and other costs, so take steps to get it right.

Third Quarter 2022 HUD Report: Nonfarm Payrolls and Housing Market Update 03/14/2023

Discover the latest trends in the New England housing market with the Whittlesey HUD Report. Despite some job growth, the housing market remains tight, leading to declining home sales due to rising mortgage rates. However, the apartment market displays a mix of balance and tightness.

Did you know that you can receive our reports straight to your inbox? Don't miss out on the latest updates in the world of real estate – subscribe below!

Third Quarter 2022 HUD Report: Nonfarm Payrolls and Housing Market Update The Third Quarter 2022 HUD Report provides an update on nonfarm payrolls and housing market conditions in New England. While the economy saw job growth, the housing market remained tight with declining home sales due to rising mortgage rates, and the apartment market varied from balanced to tight.

03/13/2023

Have you voted for all your favorites yet? There are just 7 days left to cast your votes in the 2023 Hartford Magazine Readers' Poll!

If you've had a positive experience with Whittlesey, we would be honored if you would take a moment to vote for us in the "Best Accountant or CPA" category under professional services. Your vote means everything to us, and we greatly appreciate your support. 🧡💙

https://courant.secondstreetapp.com/Best-Of-Hartford-2023/gallery/365545184?group=444257

New Accounting Standard: Does It Affect Your Nonprofit? 03/09/2023

Accounting standard ASU 2016-13 takes effect for fiscal years starting Dec. 15, 2022. Is your nonprofit ready? Find out whether the new standard might apply to your organization and how to prepare.

New Accounting Standard: Does It Affect Your Nonprofit?

Supreme Court: Overtime Rules Still Apply to Highly Compensated Employees 03/08/2023

Many businesses today are short-staffed, making overtime a distinct possibility. A recent U.S. Supreme Court decision serves as a reminder that the overtime rules aren’t always easy to follow.

Supreme Court: Overtime Rules Still Apply to Highly Compensated Employees

03/03/2023

Happy Employee Appreciation Day! We want to take a moment to show our appreciation for our amazing team here at Whittlesey. Every day, they go above and beyond to provide exceptional service to our clients, and we couldn’t be more proud of them.

Thank you all for your hard work, dedication, and commitment to excellence. You are the backbone of our firm, and we are so grateful to have you!

02/28/2023

Hey accounting students! Are you looking to kick-start your career in public accounting? Our two-day Summer Leadership Summit is designed for top freshmen and sophomore students interested in learning about the profession.

During the program, you'll get the chance to network with other accounting students, learn from our diverse team of professionals, develop your leadership skills, and get tips and tricks for landing an internship or job in the future.

Don't miss this exciting opportunity to take your career to the next level. Apply today and join one of the top accounting firms in New England! https://www.wadvising.com/careers/summer-leadership-summit/

Whittlesey's CEO Drew Andrews Named to Hartford Business Journal's Power 50 List 02/23/2023

Congratulations to Drew Andrews for being named to Hartford Business Journal's prestigious Power 50 list! As Managing Partner and CEO of Whittlesey, Drew has played a pivotal role in growing the firm into a regional player, and has been a major backer of Hartford, having led the relocation of the firm downtown. During the pandemic, he helped lead the firm’s embrace of remote work, and has been focused on finding talent to grow the firm.

Be sure to check out the full article to discover Drew’s vision for the future:

Whittlesey's CEO Drew Andrews Named to Hartford Business Journal's Power 50 List Drew Andrews has been named to Hartford Business Journal's Power 50 list for his pivotal role in growing Whittlesey into a regional player and leading the firm's embrace of remote work during the pandemic. As Managing Partner and CEO, Andrews is a major backer of Hartford and focused on finding tale...

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Videos (show all)

The Whittlesey Minute: Cost Segregation Study with Nicholas Deets
Wishing you and yours a happy, healthy, safe New Years. #newyears2022 #happynewyears, #newyears2022
Lisa Wills — Partner and Nonprofit Niche Leader
Whittlesey's Summer Leadership Summit FAQs

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280 Trumbull Street. 24th Floor
Hartford, CT
06103

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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