Whalen & Company, CPAs Expands Specialty Tax Services Department
Whalen & Company, CPAs is pleased to announce the addition of Steve Estelle to their growing team. He has joined the team as Senior Consultant, Specialty Tax Services.
Whalen & Company, CPAs is pleased to announce the addition of Steve Estelle to their growing team. He has joined the team as Senior Consultant, Specialty Tax Services.
Whalen & Company, CPAs is pleased to announce the addition of Lisa Ryan to their team. She will be joining as a Senior Consultant of Business Advisory Services.
Whalen & Company, CPAs recently promoted two key individuals within their firm. Linda Nay has been named as Partner, Administrative Services and Karen Botti, CPA has been named as Tax Senior Manager.
WORTHINGTON, Ohio – Whalen & Company, CPAs recently added the following individuals to its team:
Andrea Brocksmith – Client Service Associate
As a member of Whalen’s Accounting Department, Brocksmith performs accounts payable and bookkeeping services for a specialized group of clients.
Larry Havens, CPA, CVA, CGMA – Senior Audit Consultant
Havens brings excellent technical ability and engagement management to Whalen’s Audit Department. He works closely with clients and manages a number of audits and special projects.
Adam Hooser – Client Service Associate
As a member of Whalen’s Assurance Department, Hooser performs various accounting tasks such as bank reconciliations and journal entries. He also assists with audits and reviews.
Cynthia Keith – Client Service Associate
As a member of Whalen’s Simplibooks division, Keith assists clients with their QuickBooks accounting.
Irma Wilhite, CPA, MST – Accounting and Tax Specialist
Wilhite performs various accounting and tax functions for Whalen’s Accounting Department. She works closely with a specialized group of clients and mentors and trains staff on client engagements.
It’s not unusual to catch a whiff of baked goodness when you visit the Whalen & Company, CPAs offices! That’s because we bake chocolate chip cookies in-house for our clients and guests.
Why Cookies?
Cookies were meant to be shared.
Cookie Monster once said, “Maybe friend somebody you give up last cookie for” and we couldn’t agree more. At Whalen & Company we like to share chocolate chip cookies as a small (and delicious) token of our appreciation for you!
So the next time you’re in the Whalen & Company offices, please enjoy a cookie and know we are so glad you stopped by!