Grow Your Business
Solutions for Organizations
We are a complete accounting and business advisory firm, helping you grow your organization year-round with a wide range of financial-based services. Expect more from your advisor. Our team gets to know your financial structure inside and out, so you can focus on what matters most.
Empower Growth With Financial Clarity
You understand your business from top to bottom. The Whitlock Co.’s job is to understand the numbers that can drive your organization forward.
Business Operations & Strategy
The Whitlock Co. will take an in-depth look at your business operations to suggest ways to optimize production, labor, supply chain, and more. The overall goal is to make your overhead as cost-effective as possible to improve profit margins.
Accounting & Advisory Services
Simple or complex, The Whitlock Co. examines your accounting processes and sets them up for growth and success. Advisors can spot ways to solve accounting challenges, from making reports and valuations to investor relations and seeking additional funding.
Planning & Forecasting
Your organization has regular cycles of production and profitability. The Whitlock Co. can assess your business model and help you strategize a path forward that grows your business for long-term success.
Financial Insights
Business analytics tools are everywhere. Even with your experience at running an organization, an expert like The Whitlock Co. can find insights you might have missed.
Community Bank Risk Advisory
The Whitlock Co. will analyze internal controls and suggest improvements, review and analyze financial statements, assist with regulatory compliance, review the strength of your loan portfolios, and validate your risk assessment models.
Internal Audit Tailored Solutions
An internal audit from The Whitlock Co. does more than examine financials. It will find any weaknesses in your
internal controls and recommend ways to strengthen them.
FDICIA Compliance
If your community bank is approaching $500 million or $1 billion in assets, The Whitlock Co. will advise you as to the best way to comply with FDICIA regulations.
IT/Cybersecurity Risk Advisory
Can your community bank withstand a cyberattack? The Whitlock Co. can assess your IT environment at all levels to make sure your community bank is secure.
Business Tax Strategy & Preparation
Business taxes are not just a once-a-year thing to pay attention to. The Whitlock Co. can prepare taxes but also advise you on year-round strategies to put your organization in the best possible position for filing taxes every year.
Tax Strategy for Your Future
A viable tax strategy can reduce your tax bill, recognize investments that pay off, plan for growth, and stay ahead of any regulatory changes that are forthcoming.
Cash Flow Enhancement
Analyzing your cash flow can find strengths and weaknesses in your organization’s finances. The Whitlock Co. will assess and suggest ways to reduce expenses, improve deductions, and find ways to reinvest your money.
Compliance Made Easy
The Whitlock Co. has decades of expertise in regulatory aspects of managing a company’s finances. We’ll make sure your organization is compliant at tax time, when your organization must file forms, and more.
Financial Reporting & Assurance Services
Double-check your numbers with a team that loves numbers. Financial reporting and assurance services from The Whitlock Co. offer an objective, third-party assessment of your financial statements to make sure they’re in line with accounting practices and regulations.
Financial Statement Audit & Review
The Whitlock Co. will dive into your financial statements and review them for accuracy and compliance. This is vital when seeking financing and reporting to investors.
Employee Benefit Plan Audits
Stay ERISA compliant and avoid penalties. We’re committed to your employee benefit plan audit quality using the most current advice available. We’ll help you fine-tune your organization’s resources to provide the most effective benefits for your employees.
Nonprofit Audit & Compliance
We can help your nonprofit focus on its mission while remaining compliant. From reporting assurance to annual reports, our team has the expertise to help you understand your organization’s financial health.
Start a Conversation
We can help grow your organization or your portfolio. Request a consultation with our experts today.