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News & Tech Tips
Whalen & Company, CPAs Expands and Promotes Staff
Whalen & Company, CPAs recently added the following individuals to its growing team:
Will Bauder, CPA, CITP, CGMA – Senior Manager, Assurance & Accounting
Will joins the Whalen team with ten years of experience in the audit field. He will be helping our existing team manage audit engagements, build on existing processes/systems, and increase overall growth of the department.
Alyss Carpenter, CPA, MT– Manager, Tax Services
Alyss brings more than nine years of tax related experience to the Whalen team. She will be working closely with the management team in the tax department and overseeing both business and individual tax engagements.
Joan Ferola – Staff, Assurance & Accounting
As a member of Whalen’s Accounting Department, Joan will perform various accounting tasks such as bank reconciliations and journal entries.
“These new staff additions are very exciting for our firm and will enable us to continue on our growth trajectory and expand upon our current offerings,” said Richard Crabtree, Managing Partner.
In addition to these new hires, the firm is pleased to announce the promotion of an existing staff member, Carolyn Kollar. Carolyn has been promoted to Senior Staff, Accounting Department.
“We are thrilled to recognize Carolyn for her dedication and contributions to the firm,” said Lisa Shuneson, Managing Partner. “She has been an integral part of our audit and accounting departments throughout her tenure at Whalen and this promotion is very well-deserved.”
We’ve been nominated again!
We are thrilled to be nominated again this year and need your help to defend our title! Vote for us now through July 14.
We’ve joined CPAmerica!
Gainesville, Fla. (January 17, 2019) – Whalen & Company, CPAs, headquartered in Worthington, Ohio, has joined CPAmerica, Inc., an accounting association of independent, certified public accounting firms that provides shared best practices, networking opportunities and access to expert resources for member firms. Whalen & Company, CPAs, is the fifth firm to join the accounting association since early 2018.
Established in 1945, Whalen & Company offers accounting, audit, business advisory and tax services for businesses and individuals.
“We are enthusiastic about joining the CPAmerica association, and look forward to the many opportunities and relationships this will bring to our firm,” said Richard Crabtree, co-managing partner of Whalen & Company, CPAs.
“We are excited to provide our staff with the additional resources that CPAmerica offers, and are passionate about being a part of this association as their core values align with ours,” said Lisa Shuneson, co-managing partner of Whalen & Company, CPAs. “We look forward to sharing best practices and collaborating with other strategic advisors in the association.”
As an exclusive association of independent CPA firms, CPAmerica provides opportunities for its members to continuously improve. CPAmerica is a member of Crowe Global, which has members in more than 750 offices in more than 130 countries and is ranked among the top-10 global accounting networks.
“We are excited to bring Whalen & Company, CPAs, into the CPAmerica community,” said Alan Deichler, president of CPAmerica. “They now belong to a group that is determined to improve through sharing and where members support each other’s success through discussing best practices, sharing experiences and building professional relationships.”
Each firm undergoes a rigorous quality review prior to obtaining membership in CPAmerica. Only those firms with the highest standards in all practice areas are approved by the council of members.
We’ve been nominated again!
We are thrilled to be nominated again this year and need your help to defend our title! Vote for us now through July 14.