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Whittlesey Business, Financial & Professional Services agency logo

Whittlesey

Business, Financial & Professional Services Hartford, Connecticut, United States
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Whittlesey is a top 200 national accounting, technology, and advisory firm founded in 1961. The firm serves clients across three offices in two states, offering Forward Advising™ as an extension of client leadership teams.

Whittlesey, originally founded as Whittlesey and Hadley P.C. in 1961, is a top 200 national accounting, technology, and advisory firm. The firm rebranded to Whittlesey to reflect its founder's legacy and now operates three offices across Connecticut and Massachusetts. With a team of 100 to 249 employees, Whittlesey serves clients from its Hartford headquarters, with additional locations in Hamden, Connecticut, and Holyoke, Massachusetts.

The firm offers a range of services including accounting, business consulting, technology support, and advisory. Whittlesey's process, called Forward Advising™, positions the firm as an extension of client leadership teams, providing third-party perspective and independence for critical decisions. Services listed on DesignRush include accounting and business consulting, with specific expertise in tax preparation.

Whittlesey serves clients in finance, health care, nonprofit, and real estate industries. Notable clients include The Motorlease Corporation, Virginia Industries, and Guilford Savings Bank. The firm's client base ranges from small tax clients to larger organizations requiring managed IT and advisory services.

Google reviews present a mixed picture. One reviewer gave a 1-star rating, reporting that after 40 years as a client, the firm terminated the relationship with poor communication. Three other reviewers gave 5-star ratings, praising Whittlesey Technologies for responsive support, proactive guidance, and long-term partnership. The overall Google rating is 4.0 out of 5 from four reviews.

The firm's portfolio highlights long-term client relationships, with some clients using Whittlesey Technology since the mid-2000s. Reviews from healthcare and nonprofit clients emphasize the value of reliable, secure technology support and the firm's role as a trusted partner. No specific project results or case studies are detailed on the DesignRush profile.

Services

  • Accounting
  • Business Consulting

Industries Served

Finance Health Care Nonprofit Real Estate

Team Size

100 - 249

Pros

  • Clients describe Whittlesey as a trusted partner and extension of their leadership team.
  • Technology clients praise responsive support and proactive guidance.

Cons

  • One long-term client reported being dropped with poor communication.

Client Review Analysis

Mixed Google reviews: one 1-star complaint about client termination, three 5-star reviews praising technology partnership and support.

Frequently Asked Questions

Whittlesey provides accounting, business consulting, technology, and advisory services, including tax preparation and IT support.
The firm employs between 100 and 249 people across three offices in Connecticut and Massachusetts.
Whittlesey has headquarters in Hartford, Connecticut, and additional offices in Hamden, Connecticut, and Holyoke, Massachusetts.
The firm serves clients in finance, health care, nonprofit, and real estate sectors.
Whittlesey requires prospective clients to inquire for both minimum budget and hourly rate details.
Google reviews show a mix: one 1-star review cites poor communication during client termination, while three 5-star reviews highlight strong technology partnership and responsive support.
The firm lists The Motorlease Corporation, Virginia Industries, and Guilford Savings Bank as clients.
Whittlesey uses a process called Forward Advising™, acting as an accessible sounding board and third-party advisor for key business decisions.
The firm works with mid-sized organizations; small businesses may need to inquire about fit, as one small tax client was reportedly dropped.
Whittlesey positions itself as a top 200 national firm with a focus on long-term client relationships and integrated advisory services.
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