Seven Decades of Trust, Integrity and Accountability.
Whalen & Company began its history as Elmer J. Whalen, PA who was a sole practitioner with his own office. Originally an accountant for a large manufacturing company in Springfield, Ohio, Elmer began doing tax and monthly accounting work at night for small local companies. When his client based increased to almost 20 small businesses in 1945, Elmer decided to dedicate himself full time to starting his own accounting firm. In 1947, Elmer and his family relocated to the Columbus area as he felt Columbus would offer increased opportunity for this practice.<! ========= Cool Timeline Free 2.6.1 =========>
Elmer continued to retain the 20 clients from Springfield who stayed with the firm and grew their businesses – in several cases – well into the 1990s. Elmer began his practice out of his home, where clients would come and fill the living room, waiting to meet with him. His wife, Gerry, started a daycare center in the home as well to assist with the financial end while Elmer built up the business.
The first office location was downtown above the Clock Restaurant. Eventually, the firm moved to the Beggs Building (now known as the Fifth-Third building).
Office moves to Cleveland Avenue location
Whalen & Company becomes a CPA firm
Whalen named 10th largest CPA firm in Central Ohio by Business first
Whalen moves offices to 250 Old Wilson Bridge Road in Worthington
Bruce Berry, CPA and Patrick McClary, CPA become partners
Acquisition of Simplibooks
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