Services tailored with the intricacies and efficiencies of your business in mind.

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5 Costly Mistakes Every Business Owner Makes

Outsourced Accounting

Most businesses get by with basic accounting and bookkeeping without performing high-level analysis or planning. We work closely with businesses to help them make smarter and more informed business decisions. We provide outsourced CFO and controller services as keystone services for helping businesses become more proactive and visionary in running their companies.

Browse Outsourced Accounting Service Plans

Strategic Business Planning

In today’s business environment, there are many options for how to manage routine operations like bank reconciliation and bookkeeping. We can lend our expertise to these areas, as well as many others, with cost-effective business accounting solutions.

Cost Segregation Studies

Don’t leave money on the table. Let the experts at The Whitlock Co. help you unlock the full tax-saving potential of your commercial property with a cost segregation study.

See What a Cost Segregation Study Entails

Succession Planning

An effective exit plan is simply good business. The sale or transfer of a privately held business is a significant financial event and one that unfolds differently for every business owner.

We’ve guided numerous professionals through this process. With our experience as your guide, transferring ownership of your company is a smooth transition. We’ll also help you outline and meet your personal financial goals before exiting your business. Let us help you plan your exit strategy.

Forensic Accounting

Analyzing financial information for use in legal proceedings requires sophisticated accounting skills. We can interpret, summarize and present complex financial and business-related issues in a manner that is both understandable and properly supported, as well as testifying in court as an expert witness.

Wealth Management

As a member of The Professionals Alliance Group, we collaborate with Oppenheimer & Co. to help you develop comprehensive strategies suitable to your financial objectives. Our clients have access to Oppenheimer & Co.’s considerable asset management capabilities, as well as an array of investment products and services.


We offer comprehensive tax services, and our tax professionals prepare your return with the intricacies of your situation in mind. We’re also prepared to help you with specialized issues of tax planning, such as handling mergers and acquisitions, analyzing executive compensation, benefit plans and employee benefits, and audit representation before federal, state and local agencies for inquiries, audits and offers-in-compromise.


We provide financial information meaningful to both internal management and external users. Our statements are designed in accordance with current accounting standards and are easily understandable. Footnotes are written concisely to explain important aspects of the financial position and operational results of your company. Other services include OMB Uniform Guidance audits, internal audits, compilations and reviews.

Employee Benefit Plan Audits

Federal regulations related to employee benefit plans change constantly. We can help your company remain compliant and eliminate inefficiencies with an Employee Benefit Plan Audit. While these audits are mandatory, your business will benefit from the insight and peace of mind they yield. The Whitlock Co. offers efficiently conducted Employee Benefit Plan Audits designed to keep your company compliant and streamline internal procedures.

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