Whittlesey

07/21/2026

It was a beautiful day on the golf course! ⛳️

Rob Donohue, Matt King, Anna Kukulka, and Caitlin Nero participated in yesterday's CTCPA Accounting Scholarship Foundation Golf Tournament, helping raise funds to support scholarships for the next generation of accounting professionals.

07/01/2026

In observance of Independence Day, our offices will be closed tomorrow, Thursday, July 2, and Friday, July 3, giving our team some extra time to relax, recharge, and enjoy the long holiday weekend.

We wish you and your family a safe, happy, and memorable Independence Day as we celebrate America's 250th anniversary! 🎆

06/30/2026

Our interns wrapped up last week by presenting a project where they analyzed publicly traded companies to assess financial performance, identify key risks, and develop data-driven business insights. Their presentations showcased critical thinking, analytical skills, and the ability to communicate and defend their conclusions like professional advisors. They all did an outstanding job, and we were proud to see their hard work come to life in their final presentations!

06/25/2026

Great weather, great baseball, and even better company. ⚾ Thanks to everyone who joined us at our annual Yard Goats game last night! We appreciate everyone who came out and made it such a fun evening. Looking forward to the next one!

06/16/2026

We had so much fun participating in Junior Achievement In A Day last week! JA in a Day brings real-world experiences and financial literacy lessons into the classroom, helping students connect what they're learning today to future opportunities.

A special thank you to Assurance Partner Larry Carboni, our JA Lead, who has served on the board of Junior Achievement of Southwest New England for many years and led our volunteer group!

We're grateful to Lisa Cowell at Junior Achievement of Southwest New England and the incredible teachers and students at DiLoreto Elementary & Middle School for welcoming us into your classrooms. We loved spending the day learning and sharing with you!

06/15/2026

Last Friday, more than 100 team members across our three offices came together for our annual Community Day, dedicating their time and energy to organizations making a difference in the communities where we live and work.

From packaging essential supplies at the Diaper Bank of Connecticut in North Haven, to supporting cleanup and beautification efforts at the Zoo in Forest Park in Springfield and Bushnell Park in Hartford, our teams rolled up their sleeves to give back alongside incredible nonprofit partners.

Thank you to our team members for their enthusiasm and commitment, and to the organizations that welcomed us!

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.

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.

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!

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.