Services & Industries Overview
The Whitlock Company is a full-service CPA firm with clients in a variety of industries. We are dedicated to the success of our clients in their increasingly complex business environments. We keep abreast of the trends and technologies that affect not only our industry but our clients’ as well.
Since the needs of our client base are varied, we have developed a team of experienced professionals able to provide a range of services. In addition to audit, accounting and tax services The Whitlock Company offers internal audits, strategic business planning, information technology consulting, business valuations, fraud examinations, employee benefit administration and consulting and personal finance and estate planning.
The following is a summary of the services The Whitlock Company provides. Please contact us with questions or for more information.
Accounting & Audit
The Whitlock Company offers audit procedures customized to meet client needs. We base these procedures on careful planning, management and, when appropriate, the guidance of the audit committee.
Tax Compliance & Planning
Due to constant changes in tax laws, businesses and individuals require much more than timely tax return preparation to remain compliant. The Whitlock Company emphasizes the importance of tax planning. Effectively identifying and communicating tax savings strategies to our clients is one of our strengths. Our professionals understand the complexities of taxation and will help you maximize tax savings.
Consulting
Our consulting services are an asset to our clients. Since we serve clients in a number of industries, we are able to offer a variety of consulting options including: wealth management, cost segregations studies, internal audits and research and development tax credits.
Community Banking
Community banking is the largest niche industry in our firm. Responding to the needs of these clients, we have developed a team of experienced professionals who provide a full range of audit, tax, technology, risk management and consulting services to the community banking industry. The experiences our professionals have gained from these relationships allow us to offer you best practice ideas on business issues specific to community banks.
Higher Education
Responding to the needs of colleges and universities, we have developed a team of experienced professionals who provide a full range of accounting and consulting services to educational institutions. We provide services ranging from tax to A-133 audits.
Not-For-Profit
The Whitlock Company serves a variety of nonprofit organizations with services designed to help them run more efficiently so they can better focus on their work.
Manufacturing & Distribution
The Whitlock Company has specialized in the Manufacturing and Distribution industries for over 30 years. We provide essential services such as tax, audit, software and hardware analysis and cost segregation studies.
