Whittaker & Associates

Specialties

We are a full service accounting firm specializing in tax preparation, tax planning, bookkeeping, payroll and QuickBooks training.

History

Established in 1992.

Jodi Whittaker, CPA founded Whittaker & Associates to provide accounting and tax services to small businesses and individuals. The firm specializes in helping businesses understand their financial situation so that they can be better informed to make important business decisions. We pride ourselves in being approachable and available.

Meet the Business Owner

Jodi W.

Business Owner

An alumni of Deloitte, Jodi has over 27 years or experience in financial accounting and taxation. Jodi is a senior level executive with extensive hands-​on experience in management, business leadership and working with Board of Directors, Banks, and Attorneys. She strives to create systems and processes for businesses that can improve efficiency and profitability. She has an established record of success in significantly growing enterprise value. She is strong in budgets, cash forecasts, financial operations, and taxation. She currently manages the operations of the firm encouraging collaboration with her staff to assist clients with the expertise necessary to manage the accounting and tax aspects of their businesses.

She is a Certified QuickBooks Pro Advisor, helping thousands of business owners set up and customize their accounting systems. Her approach with her clients is described as «comfortable sophistication» meaning she can take complex issues and explain them easily to c