News & Tech Tips

Tailored Consulting Service Announcement

We are excited to announce that Whalen CPAs is expanding its services and is now offering Dental & Healthcare Practice Consulting. We believe this new addition will help us provide our clients with comprehensive solutions that will improve their practice’s overall health and maximize profits.


We understand that managing a dental or healthcare practice can be complex and time-consuming. With our new consulting service, we aim to simplify the process and provide our clients with the tools and resources they need to make informed decisions. Our team of experts, led by Laurie Morgan, a dentist and instructional designer, has firsthand experience dealing with the intricacies of practice management.


We prioritize collaboration and transparency, and our team will work closely with you to understand your unique needs and goals. We offer a range of services, including data analysis, market research, and strategic planning, to help you make informed decisions and achieve your internal goals.


At Whalen CPAs, we’re committed to providing our clients with the highest quality of service. We believe this new offering will help us better serve your needs and provide you with a more efficient and streamlined practice. We’re excited about this new service and look forward to working with you.


If you have any questions or want to learn more about our new consulting services, please don’t hesitate to contact us. We’re always here to help.

New Online Bill Pay

We are excited to announce a new, convenient way for you to securely pay your bills online via our website! Simply follow the instructions on your invoice and visit this link. You will just need to input your invoice number and the payment amount. Please note that this is only for ACH payments and not for credit card payments.



Resources & Updates

We have updated our crisis needs resource list and want to make sure these documents are available to all our clients and friends to utilize. Please review the links below with important resources and outlines of programs that are available for you:



We will continue to research and gather information and will be sure to send any updated resources out. As always, feel to reach out to us with any questions that you may have.


Updates on Whalen Procedures


  • First and foremost, we are available to serve you.
  • We are utilizing electronic options, such as a client portal and password protected e-mail, for sending and receiving documents.
  • If you are approved and  plan to be commuting for essential purposes:
    • We have a receptacle for your paperwork if you just wish to do a quick drop off that is located directly inside our front door.
    • If you would like to pick up your return, please call ahead so that we can have it ready for you and ring the bell at the front desk when you arrive and someone will assist you.

We will continue to monitor any updates from the state and CDC and will notify you should any of our procedures change.


Thank you again for your understanding and patience as we navigate through these times together.


We’re An Essential Business

On Sunday afternoon, Ohio Gov. Mike DeWine announced a stay-at-home order — or a shelter-in-place order — across the state amid the COVID-19 coronavirus pandemic.

Under this order, only essential businesses are permitted to stay open. It goes into effect at 11:59 p.m. Monday and will remain in effect until April 6, at which point state officials will reassess.

Accounting is considered to be an essential business, so we will continue to remain open and be available to you to serve your needs.

To view the order in full and for a complete list of essential businesses, please click here.

We understand that this is a stressful time right now, and we are committed to helping you in any way that we can.

We will continue to monitor this rapidly changing situation and keep you updated on any changes.

Thank you again for your understanding and patience.