Whalen CPAs

05/28/2026

When it comes to financial reporting, accuracy matters. But so does clarity. Many stakeholders — including board members, donors, employees and investors — don’t have accounting backgrounds and may struggle to interpret complex financial data.

Using plain language, engaging visuals and key benchmarks can turn complicated financial data into something more useful and actionable.

We can help you develop financial reports and presentations that improve stakeholder understanding of your organization’s performance and enable better-informed decisions.

When it comes to financial reporting, accuracy matters. But so does clarity. If your financial reports often leave stakeholders confused...

05/19/2026

Every outstanding invoice tells a story — and recurring payment delays often point to operational problems that you can proactively address.

05/07/2026

Big congratulations to Nick has passed all 4 parts of the CPA exam!

Becoming a CPA takes a tremendous amount of dedication, discipline, and hard work, and we’re proud to celebrate this milestone with him. We’re excited to see the continued impact he’ll make for our clients and our team.

Congratulations, Nick — well deserved.

05/05/2026

Does your business own commercial real property? A closer look at your building costs could change how quickly you can deduct those expenses. A cost segregation study can uncover tax savings hidden in plain sight.

A closer look at your building costs could change how quickly you can deduct those expenses. A cost segregation study can uncover tax savings.

04/29/2026

Large stock market gains in recent years, coupled with volatility in 2026, may have left you with a portfolio that’s out of balance with your desired asset allocation. If you haven’t rebalanced recently, it may be time. Careful planning can minimize the tax cost.

Say your portfolio is overweighted in large-cap U.S. stocks. You can save 2026 taxes if you sell some of this appreciated stock from a retirement account because the gain won’t be taxed. If you need to sell the stock from a taxable account, see whether there are assets in the account you can sell at a loss. The recognized loss can offset some or all of your capital gains.

Rebalancing your investment portfolio periodically is necessary. Here are some tax mitigation strategies for tax-smart rebalancing.

04/27/2026

Most dental practices track production closely.

But production alone doesn’t tell you how the business is actually performing.

Profitable practices tend to look at a few additional areas:
• How much of that production is being collected
• Whether overhead is staying in a healthy range
• If provider time is being used efficiently
• How cash flow aligns with growth plans

None of these are complicated on their own. But without looking at them together, it’s easy to miss what’s really driving performance.

The goal isn’t just to produce more.

It’s to understand what’s working—and what isn’t—so you can make better decisions with confidence.

04/23/2026

To minimize potential interest and penalties and maximize tax-saving opportunities, look beyond April 15 to the tax-related deadlines you may face for the rest of 2026.

To minimize potential interest and penalties and maximize tax-saving opportunities, look through the individual tax calendar.

04/22/2026

AI is everywhere right now.

But for most business owners, the real question is:
“What is this… and does it actually matter to me?”

We’re hosting a short workshop to help bring clarity to that.

Making Sense of AI: A Practical Introduction for Business Owners

This is not a technical session.
Not a software demo.
And not about replacing people.

It’s a practical, grounded conversation focused on:

What AI actually is (and isn’t)
Why it’s suddenly everywhere
How to think about it in your business
Where it fits — and where it doesn’t

If you’ve been hearing about AI but haven’t had the time to make sense of it, this is a good place to start.

👉 Register here: https://www.eventbrite.com/e/making-sense-of-ai-a-practical-introduction-for-business-owners-tickets-1987012190952?aff=oddtdtcreator

No technical background needed.

04/20/2026

What would happen if your business faced an unexpected financial disruption tomorrow? Many organizations don’t know until it’s too late. Stress testing can help ensure your business is prepared and uncover opportunities to adapt.

Price increases, remain competitive and protect customer trust — all at once? Yes, you can. Here’s how. Let us help.

04/13/2026

Growing businesses don’t usually struggle because of one big mistake.

It’s often a few smaller things that go unnoticed for too long.

Here are three financial blind spots we see fairly often:

1. Profit without clarity
You’re making money—but it’s not always clear where it’s going or what’s driving it. Without visibility, it’s hard to make confident decisions.

2. Outgrowing your systems
What worked early on can start to create friction. Reporting lags, manual workarounds, and disconnected tools can quietly slow you down.

3. Planning only at tax time
If conversations only happen once a year, opportunities get missed. Ongoing guidance tends to lead to better outcomes and fewer surprises.

None of these are unusual. But addressing them early can make a meaningful difference in how a business grows—and how confident you feel along the way.

04/10/2026

In today’s uncertain economy, cost pressures are prompting many businesses to consider price increases — but raising prices requires a strategic approach.

From understanding true production costs to evaluating customer behavior and competitive positioning, careful timing and targeted increases are key.

By using internal data and market insights, communicating transparently and aligning prices with value, businesses can protect profitability without sacrificing customer trust.

Price increases, remain competitive and protect customer trust — all at once? Yes, you can. Here’s how. Let us help.