Our Client Testimonials

Our clients say it best. We are proud to share some testimonials from Whalen & Company, CPAs clients.  If you would like additional references, please contact us.

“For more than 40 years, Whalen & Company has been our choice of accounting firms.  As a 101-year-old family business, they understand the needs and issues that are specific to our business. They are more than just our accountants. The relationship that we’ve developed over the years has provided a sense of security as the leadership of our business has changed from generation to generation. We feel that their guidance and expertise has helped us to see tremendous growth over the past few years and we look forward to an even brighter future!”

– Luconda Dager, President, Velvet Ice Cream

“I trust Lisa Shuneson and the team at Whalen & Company have my best interest in mind when making recommendations, and they continually bring new ideas to light that could benefit our organization.  Lisa’s dedication to her clients is unparalleled.  I feel fortunate to be a client.

– Michelle Kerr, President, Lightwell, Inc.

“Whalen & Company provides outstanding value to the Hondros Family of Companies.  They are always looking for ways to help our businesses and keep us informed of changes in regulations or tax law that affect our businesses.  It’s invaluable to have a team of accountants that are looking out for you, like they do at Whalen & Company.

– David Sahr, Controller at Hondros Family of Companies

“Richard, Lisa, Patrick, Bruce and the team of associates at Whalen & Company are truly exceptional.  Genuine; customer-focused; and readily available to respond to any question, issue and request related to our tax and accounting needs — regardless of who in our business asks it.  I consider the Whalen team an extension of our business — critical to its operation; and vested in its success.

Jenny Demko, CFO, Suburban Steel Supply Co.

“The most important thing a business owner can ask from their business advisors is to have trust in them.  There is no one that I deal with that I have more trust in than the folks at Whalen & Company.

– Brian Mortellaro, Owner, Xtabishark, LLC

“Whalen & Company is small enough to provide personal service, while big enough to handle any service issues with expertise.”

Lisa Maxwell, Controller, Oakland Nursery

“As small business owners, my brother and I were looking for a new CPA firm several years ago.  We sought a firm that could help us with our business growth demands and handle all of our corporate and personal tax obligations. We found Whalen & Company and we have been working with them for over five years now.  They handled all of our family’s corporate and personal tax reporting.  Furthermore, they have been excellent business advisors for us through the years, especially when we faced major business ventures that impacted taxes.  The Whalen team is always contributing excellent service, providing us with practical business advice that has helped us save money.  I consider them part of my trusted group of professionals.”

Paul Bordner II, President & CEO, Laser Reproductions/Bordner & Associates, Inc.