We're thrilled to welcome Dedra to the Whalen CPA team! Dedra brings a wealth of accounting experience to the table, having thrived in both high-pressure and collaborative environments. Her impressive background includes senior staff accountant roles at Feazel Roofing Company, and I Am Boundless, where she tackled a wide range of responsibilities, from daily cash projections to preparing financial statements and managing accounts payable. Dedra's strong analytical skills and customer service focus will be a valuable asset to our team. We're excited to see how her expertise contributes to our continued success! Please join us in giving Dedra a warm welcome!
Whalen CPAs
Accounting
Worthington, Ohio 723 followers
Taking care of your tax and assurance needs for over 70 years.
About us
Whalen CPAs is a full service CPA firm located in Worthington, Ohio. Established in 1945, Whalen offers tax, accounting, audit and assurance, business valuation, and a variety of business consulting services. Our staff members have both technical skills and industry-specific knowledge that enable us to focus on the success of our clients. Our firm’s expertise includes restaurants and other hospitality businesses, manufacturing, education and other nonprofit organizations, retail and distribution, real estate, and nursing homes and other health-related businesses.
- Website
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http://www.whalencpa.com
External link for Whalen CPAs
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- Worthington, Ohio
- Type
- Privately Held
- Founded
- 1945
- Specialties
- Tax Preparation & Planning, Auditing, Accounting, Estate & Trust Planning, Bookkeeping, Business Consulting, Acquisitions and Mergers, Succession Planning, and Software Consultation
Locations
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Primary
250 W. Old Wilson Bridge Rd.
Suite 300
Worthington, Ohio 43085, US
Employees at Whalen CPAs
Updates
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We teed off for some fun in the sun at our company golf outing! ☀️⛳️ Despite the heat, we had a blast hitting the links and getting to know our coworkers better. Some of us might need a little extra practice, but the laughs and good times were plenty! We're already looking forward to the next team-building event. #companygolfouting #teambuilding #summerfun
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Are you ready to begin a fresh chapter in your career? At Whalen CPAs, we pride ourselves on fostering a family-like atmosphere where employees are highly engaged, collaborative, and valued. Our workplace culture is a key ingredient in the high-quality work we deliver to our clients. Additionally, we offer competitive compensation, flexible scheduling, and continuing professional education opportunities. To take advantage of this exciting opportunity, apply now at https://lnkd.in/ggB3nHYM.
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What has your organization done to minimize the risk of financial misstatement? Audits can be an effective antifraud control. Here’s one hot spot auditors often target to unearth financial statement fraud.
Why auditors monitor journal entries
https://www.whalencpa.com
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Do you know the difference between bookkeeping and accounting? We’ll explain why your bookkeeper plays a key role in the long-term success of your business.
Bookkeeping provides a solid foundation for financial reporting
https://www.whalencpa.com
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Meet Allison! This week's employee spotlight shines on Allison, our Administrative Manager for Assurance and Accounting Services. When she's not helping our team run smoothly, Allison enjoys traveling the world (think Bermuda beaches!) and catching up on the latest thrillers (we won't judge your movie taste, Allison). #TheWhalenWay #EmployeeSpotlight
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Stop Embezzlement Before It Starts! This series details how to build an embezzlement-resistant dental practice. From hiring to oversight, learn how to protect your business. #dentistry #dentalpractice #embezzlement
How to Design an Embezzlement Resistant Office
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The high federal estate tax exemption ($13.61 million in 2024) means that many people aren’t concerned with estate tax. But you should still consider saving income tax for your heirs. For example, be careful making lifetime transfers of appreciated assets. It’s true that the assets and future appreciation generated by them are removed from your estate. But a gift carries a potential income tax cost because the recipient receives your basis upon transfer. He or she could face capital gains tax on the future sale of the gifted property. If the appreciated property is held until your death, under current law, the heir will get a “step-up” in basis that will reduce or wipe out capital gains tax.
Planning your estate? Don't overlook income taxes
https://www.whalencpa.com
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Building strong firm relations demands a go-getter with fresh ideas. Luckily, we didn't have to look far! T.J.'s talent for creative solutions and his ability to energize connections make him an ideal fit for this key role. T.J. brings infectious enthusiasm and a powerful vision for our future. When asked about his philosophy on the new role, he shared, "I'm most excited about perfecting our team composition and building a cohesive group rowing in the same direction. When we are all united and striving towards the same goal, we will unlock extraordinary success for our people, our clients, and our community." We believe T.J.'s focus on building a high-performing team, prioritizing exceptional client service, and expanding our reach in the Columbus and Worthington communities will be a game-changer for Whalen CPAs. At Whalen, we believe in pushing boundaries and disrupting the norm to drive progress. We're not afraid to challenge conventional thinking and embrace innovative solutions, even if they ruffle some feathers. It's this relentless pursuit of progress that sets us apart and fuels our success. Stay tuned for more innovative solutions! #TeamworkMakesTheDreamWork #WhalenCPAs
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