Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Consulting Services
Whittlesey & Hadley is Connecticut's largest CPA and consulting firm, with over 60 years of experience delivering accounting, assurance, advisory, and technology services. Recognized as a Top 200 Accounting Firm by Inside Public Accounting and a Best of the Best Firm by Accounting Today, we serve diverse clients across New England from offices in Hartford, CT, Hamden, CT, and Holyoke, MA. Our team combines national-level expertise with local responsiveness, offering tailored solutions in tax planning, business valuation, cybersecurity, and HR consulting. We prioritize integrity, proactive compliance, and strategic guidance to help businesses and nonprofits navigate financial, regulatory, and technological challenges.As members of Allinial Global, we leverage a worldwide network while maintaining personalized service. Our accolades include being voted Best Accountant or CPA in the Best of Hartford Readers Poll for seven consecutive years and achieving top scores in client satisfaction for professional staff service and value. We actively contribute to local communities through the Whittlesey & Hadley Fund and annual Community Day initiatives.
Services
Accounting
Tax Planning
Cybersecurity
Business Valuation
HR Consulting
Details
- Year established: 1961
Highlights and features
- We offer 60+ years of experience in accounting and consulting services.
- Our team provides industry-specific insights tailored to your business needs.
- Recognized as a Top 200 Accounting Firm by Inside Public Accounting.
- We combine national-level expertise with responsive, local service delivery.
- Our cybersecurity services protect digital assets with compliance frameworks like HIPAA and ISO.
Associations and certifications
- Public Company Accounting Oversight Board (PCAOB)
What people say
Trusted advisors
Excellent service
Proactive compliance
Strategic insights
Long-term partnerships
Services
Assurance Services
Whittlesey & Hadley provides customized assurance services for for-profit and nonprofit clients, focusing on integrity and business guidance. Our team validates financial statements, ensures regulatory compliance, and offers advisory support for critical decisions. With expertise in public company audits and SEC-registered broker-dealer engagements, we deliver accurate reporting and risk mitigation strategies.
Cybersecurity
Our cybersecurity services protect digital assets through risk assessments, compliance management, and incident response. We implement frameworks like HIPAA, GLBA, and ISO standards while offering SOC audits and network vulnerability assessments. Tailored solutions ensure businesses maintain secure, compliant IT infrastructures aligned with growth objectives.
Tax Planning
Whittlesey & Hadley offers comprehensive tax services for businesses and individuals, including compliance, incentive optimization, and multi-state planning. Our team leverages R&D credits, estate strategies, and forward-looking advisory to minimize liabilities while supporting long-term financial goals through evolving tax regulations.
Business Valuation
Certified professionals conduct detailed business valuations for mergers, succession planning, and tax compliance. We analyze tangible and intangible assets, industry dynamics, and market conditions to determine accurate valuations that inform strategic decisions and protect client interests.
HR Consulting
Our HR advisory services cover compliance, talent development, and operational efficiency. We provide executive coaching, policy creation, and outsourced HR solutions to enhance workplace culture, ensure regulatory adherence, and align human capital strategies with organizational growth.
People
Kathleen McCarthy
Director of Human Resources and HR Advisory Services
With over 30 years of strategic HR experience, Kathleen leads HR advisory services at Whittlesey & Hadley. She specializes in executive coaching, compliance, and organizational development, holding certifications including SPHR, SHRM-SCP, and professional coaching credentials. Her leadership contributes to Whittlesey & Hadley's growth and industry recognition.
Questions
What accounting services does Whittlesey & Hadley offer?
We provide audits, reviews, tax planning, compliance consulting, and business advisory services tailored to for-profit and nonprofit organizations across industries.
How does Whittlesey & Hadley support cybersecurity compliance?
Our cybersecurity team offers risk assessments, SOC audits, and framework implementation (HIPAA, ISO) to ensure regulatory compliance and protect against data breaches.
What industries does Whittlesey & Hadley specialize in?
We serve healthcare, financial institutions, manufacturing, nonprofits, franchising, and emerging businesses with industry-specific accounting and advisory expertise.
Can Whittlesey & Hadley assist with business succession planning?
Yes, our advisors provide comprehensive succession strategies, including tax planning, asset protection, and governance structures for smooth business transitions.
What HR consulting services are available?
We offer compliance audits, policy development, executive coaching, and outsourced HR solutions to enhance workplace efficiency and regulatory adherence.
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