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).
Elmer Whalen starts sole practitioner practice as Elmer J. Whalen, PA in Springfield, Ohio
Elmer moves family and business to Columbus, Ohio – retains Springfield clients
Jim Whalen, son of Elmer, joins the firm on a full time basis
Jedd Whalen, son of Elmer, joins the firm on a full time basis
Office moves to Cleveland Avenue location
Whalen & Company becomes a CPA firm
Acquired Newark accounting firm. Jim Whalen took over running Newark satellite office.
Jedd Whalen became managing partner of the Columbus office which moved its office to 2700 E. Dublin Granville Road (the Ohio Savings Bank building)
Lindagrace Hickey named partner in the firm. First woman partner of an accounting firm in Ohio region.
Elmer Whalen retired from Whalen & Company, CPAs
Whalen named 10th largest CPA firm in Central Ohio by Business first
Acquired DeWitt, Boch & Meadows
Valerie Ujvari named partner in the firm.
Jim Whalen retires from Whalen & Company, CPAs
Acquisition of Dave Bumgarner, CPA practice
Acquisition of Mathless & Mathless CPAs
Laura Wojciechowski, CPA becomes partner
Richard Crabtree, CPA becomes partner
Acquisition of Deborah Knox, CPA
Lindagrace Hickey, CPA – Managing partner retires
Whalen moves offices to 250 Old Wilson Bridge Road in Worthington
Lisa Shuneson, CPA becomes partner
Laura Wojciechowski retires from Whalen & Company, CPAs
Richard Crabtree and Lisa Shuneson become Co-managing partners
Bruce Berry, CPA and Patrick McClary, CPA become partners
Acquisition of Earman & Wood, CPAs
Acquisition of Simplibooks
Startup of affiliated company – Positive Returns USA, LLC dba Simplitax
Linda Nay becomes partner
Acquisition of Martinelli & Company
William Bauder, CPA becomes partner
Acquisition of Barnes, Barnes & Associates, Inc. dba Advanced Practice Management
Richard Crabtree, Co-managing partner, retires
Lisa Shuneson becomes firms first CEO
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