Whittlesey

Whittlesey Delivering Tax, Audit, Advisory, & Technology services that set clients up for the future. We call it

For many manufacturers, inventory is one of the largest uses of working capital, and one of the most overlooked opportun...
05/26/2026

For many manufacturers, inventory is one of the largest uses of working capital, and one of the most overlooked opportunities to unlock cash.

Excess stock doesn’t just take up space; it ties up capital that could be reinvested elsewhere, limiting flexibility and growth.

What if a more strategic approach to inventory management could improve liquidity without disrupting operations?

Read more:

Given the high costs of maintaining inventory, now’s a good time for manufacturers to explore options to control them. Here are a few.

This Memorial Day, we remember and honor the brave men and women who gave their lives in service to our country. Their s...
05/25/2026

This Memorial Day, we remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice is the foundation of the freedoms we enjoy every day. We hope you’re able to take this time to rest, be with loved ones, and reflect on the legacy of those who served and sacrificed.

We stepped away from the office and headed to TPC River Highlands for an afternoon of fun at our annual Spring Party thi...
05/18/2026

We stepped away from the office and headed to TPC River Highlands for an afternoon of fun at our annual Spring Party this past Friday! It was a great chance to celebrate the end of a successful busy season, reconnect with colleagues across the firm, welcome new faces, and enjoy some well-earned downtime together. Thanks to everyone who joined us and made the day so much fun!

Selling a business often comes down to one critical moment: due diligence.But what if you could identify, and address, t...
05/07/2026

Selling a business often comes down to one critical moment: due diligence.

But what if you could identify, and address, the issues buyers are most likely to uncover before they ever look?

Presale financial due diligence gives sellers the chance to surface risks early, strengthen their negotiating position, and avoid last-minute surprises that can derail a deal or reduce valuation.

Read more:

When selling a business, early planning pays off. See how presale due diligence can strengthen your negotiating position before you go to market.

We were proud to sponsor and attend the Central Connecticut Coast YMCA’s Annual Meeting on Thursday. It was a great oppo...
05/01/2026

We were proud to sponsor and attend the Central Connecticut Coast YMCA’s Annual Meeting on Thursday. It was a great opportunity to celebrate the organization’s ongoing work to strengthen community, expand access to resources, and support individuals and families across the region. We also appreciated hearing from keynote speaker and new board member, Dr. Kamari A. Collins. We’re honored to support the Y’s continued impact.

Last night, we had a great time celebrating Margie Craig on being named a winner of the Hartford Business Journal’s Wome...
04/30/2026

Last night, we had a great time celebrating Margie Craig on being named a winner of the Hartford Business Journal’s Women in Business Award.

We’re proud to see Margie, alongside her fellow honorees, represent the incredible talent and leadership across our region—women who are driving impact, overcoming challenges, and setting the standard across a wide range of industries.

Congratulations to Margie and all of the honorees on this well-deserved recognition, and thank you to Hartford Business Journal for hosting such a fantastic evening celebrating these remarkable leaders.

Aftermarket services often deliver some of the highest margins in manufacturing, yet many organizations are still managi...
04/28/2026

Aftermarket services often deliver some of the highest margins in manufacturing, yet many organizations are still managing them reactively.

What could change if service operations were able to anticipate needs, coordinate actions, and continuously optimize performance?

Learn more:

Can your manufacturing company benefit from agentic AI? Learn how it can enhance your aftermarket services.

We had a great experience at the Women in Banking Conference hosted by the Connecticut Bankers Association (CBA) this pa...
04/27/2026

We had a great experience at the Women in Banking Conference hosted by the Connecticut Bankers Association (CBA) this past Friday.

The day offered valuable opportunities for connection, collaboration, and thoughtful discussion around advancing women in the banking industry.

We heard from some of Connecticut’s top banking leaders, who shared practical insights on leadership, strategic growth, and the importance of building strong relationships.

Grateful to be part of this community and to to carry these insights forward.

📷 (L-R): Kim Napp, Melissa Braun, Nicole Taylor, and Nicole Pelletier

Our team scored multiple wins at Middlesex YMCA's Designer Bag Bingo event! We’re proud to have sponsored this event, wh...
04/24/2026

Our team scored multiple wins at Middlesex YMCA's Designer Bag Bingo event! We’re proud to have sponsored this event, which supports after-school programs that create safe, enriching spaces for children in our community. Thank you to everyone who made it a great evening!

📸 (L-R): Guilherme de Souza, Anna Kukulka, Nicole Pelletier, Eduarda Vale, Bishnoi, Caitlin Nero, Kim Napp, Tom Wood, Lisa Wills

Brian Luba and Ben Casparino had a great time meeting students this morning at the Middlesex County Chamber of Commerce’...
04/23/2026

Brian Luba and Ben Casparino had a great time meeting students this morning at the Middlesex County Chamber of Commerce’s 2026 High School Career Fair Expo. The event gave high school students the opportunity to explore a wide range of careers across many fields, and it was a pleasure to connect with those who stopped by to learn more about careers in IT and cybersecurity. Thank you to everyone who visited our booth!

Address

280 Trumbull Street. 24th Floor
Hartford, CT
06103

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18605223111

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