Firm History
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.
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).
Whalen Timeline
Whalen Timeline
1945
1947
1963
1965
Office moves to Cleveland Avenue location
1981
Whalen & Company becomes a CPA firm
1982
1984
1985
1986
Whalen named 10th largest CPA firm in Central Ohio by Business first
1987
1989
1990
1999
2000
2002
2003
Whalen moves offices to 250 Old Wilson Bridge Road in Worthington
2006
2014
2015
Bruce Berry, CPA and Patrick McClary, CPA become partners
2016
Acquisition of Simplibooks
2017
2019
2021
2022
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