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PROFESSIONAL ORGANIZATIONS
- Ohio Society of Certified Public Accountants
- American Institute of Certified Public Accountants (AICPA)
- AICPA Employee Benefit Plan Audit Quality Center
- National Association of Certified Valuation Analysts
- Worthington Estate Planning Council
- National Association of Enrolled Agents
- Ohio State Society of Enrolled Agents
- National Association of Tax Professionals
- Women Presidents' Organization
- National Association of Women Business Owners
- Women for Economic and Leadership Development (WELD)
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- Short North Neighborhood Special Improvement District
- Short North Neighborhood Foundation
- Short North Business Association
- Worthington Area Chamber of Commerce
- Worthington Area Business and Professional Women's Association
- Ohio Health Care Association
- Healthcare Businesswomen Association
- OSU Health Insights
- Healthy New Albany
- Succession Advisory
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ENTERPRISE NETWORK WORLDWIDE
Enterprise Network Worldwide is an alliance of independent accounting firms working together to provide the best possible service to clients on a worldwide basis. Much like trade organizations, Enterprise is a pool of knowledge and experience that is available to us whenever needed. Through meetings, conferences, workshops and networking, we are continually absorbing information and exchanging ideas. Overall, the accounting profession benefits from this type of network as does each individual participating accounting firm.
Our membership in Enterprise Network Worldwide allows us the resources to provide the best possible service to our clients not only on a national but also a worldwide basis. As a large local firm with national experience and international resources, we utilize the expertise of all our professional staff and member firms for the benefit of our clients.
THE BISHOFF FINANCIAL GROUP
Whalen
& Company is an alliance partner with The Bishoff Financial Group for
financial services offered to clients of our firm. Bishoff is located next
door to our office (250 W. Old Wilson Bridge Road, Suite 320), making it
more convenient for our two companies to serve mutual clients.
Our two firms share a
common philosophy. We both are committed to providing the highest level of
service to our clients and to developing strong personal and professional
relationships with clients. We also share high expectations in meeting the
needs of clients and for hiring personnel who have a high level of expertise
and are committed to their own professional development.
The Bishoff
Financial Group has been in the financial services industry since 2000. Eric Bishoff, an LPL
Financial adviser, serves as branch manager, and Heather Bishoff is the business manager/team leader. The
company has a team of three financial consultants and three support
staff.
The Bishoff
Financial Group offers securities through LPL Financial, one of the nation’s
largest independent broker/dealers, as reported by Financial Planning
magazine, June 1996-2010, based on total revenue. The firm, which has more than $75
million under management through LPL Financial, has been named among the top
25 financial planners in Greater Columbus by Business First in 2007, 2008,
2009 and 2010, based on client assets and gross revenue.
Securities and advisory services offered
through LPL Financial, a registered investment advisor, Member FINRA/SIPIC.
Whalen & Company is not affiliated with LPL Financial.
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