Data-Driven Analysis
Business Advisory & Accounting
From financial reporting to planning for the future, The Whitlock Co. offers objective third-party expertise on how to grow your organization. Reporting can be tailored to your exact business model using robust data analytics and forecasting combined with decades of expertise and experience.
Foresight: CFO
Strategic planning based on your current financial numbers to improve business performance.
- Planning and forecasting
- Financial insights
- Comprehensive data analysis
- Customized dashboards
- Monthly meeting with your team
Insight: Controller
Going beyond the management of your books. We have the tools you need to plan for the next month or quarter.
- Trend analysis
- Budget vs. actual reporting
- Accounts receivable management
- Accounts payable management
- Financial KPI's and insights
Hindsight: Accounting
Our monthly reports give you a snapshot of your company's financial health.
- Financial reporting
- Bank reconciliations
- Basic accounting tasks
- Software support
IT/Vulnerability/Penetration Review
Are you confident your business could withstand a cyberattack? If it’s been over a year since your IT infrastructure was thoroughly evaluated, your team might be unprepared to respond effectively. Our comprehensive cybersecurity risk assessments provide a clear picture of how your business would handle an attack today, along with actionable steps to strengthen your defenses and prevent future incidents.
What you will receive
- Highly trained cybersecurity experts to assess your main cybersecurity vulnerabilities
- Business continuity plan (BCP) review and testing
- Practical recommendations for defending your business from cyberattacks
- Risk assessment review
- Recommendations in 25 key areas
Individual services include
- Full IT audit, including hardware and software
- Downstream testing
- Penetration testing
- Phishing testing
- Vulnerability scanning
- Vishing testing
- Internal controls review
Software Collaborations
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Let us help you grow your business or plan for your wealth. Request a consultation with our experts today.