Whalen & Company CPAs

Description

Address: 250 W Old Wilson Bridge Rd #300, Worthington, OH 43085 Hours: Closed ⋅ Opens 8AM Thu Wednesday8AM–5PMThursday8AM–5PMFriday8AM–3PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (614) 396-4200Category: : : : : Website: Place name: : : Website: http://www.whalencpa.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Whalen & Company, CPAs Posting publicly on the Web Write a review Reviews 2 Google reviews

Whalen & Company CPAs List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Whalen & Company CPAs. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Whalen & Company CPAs Salaries. You can even request information on how much does Whalen & Company CPAs pay if you want to. Learn about salaries, pros and cons of working for Whalen & Company CPAs directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

21 Whalen & Company CPAs employees in database. Find out everything there's to know about Whalen & Company CPAs employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Whalen & Company CPAs Employees

Employee
Years
Job
Industry
Bruce Berry Bruce Berry Columbus, Ohio Details
Bruce Berry's Whalen & Company CPAs Experience November 1993 - Present
Job Partner at Whalen & Company CPAs
Industry Accounting
Experience
Whalen & Company CPAs   November 1993 - Present
Pritchett Dlusky & Saxe   November 1991 - November 1993
Coopers & Lybrand  August 1990 - November 1991

Skills
Accounting, Financial Statements, Financial Statement..., Business Tax Planning, QuickBooks, McDonald's..., McDonald's..., McDonald's..., Restaurant Consulting, Fast Food Franchisee..., Key Performance..., Dashboard Consulting, Personal Tax Planning, Succession Planning, Business Consulting, Income Tax Preparation, Management Consulting, Tax Preparation

Education
University of Dayton
Bachelor of Science (BS), Accounting

Samantha Steiner Samantha Steiner Cincinnati, Ohio Details
Samantha Steiner's Whalen & Company CPAs Experience May 2009 - August 2011
Job Speech Language Pathologist at Cincinnati VA Medical Center
Industry Hospital & Health Care
Experience
Cincinnati VA Medical Center  August 2014 - Present
Mason Early Childhood Center  January 2014 - May 2014
Cincinnati Children's Hospital Medical Center  August 2013 - December 2013
Riverside Methodist Hospital  May 2013 - August 2013
Miami University  August 2012 - June 2013
Pro Health Care Services  May 2012 - August 2012
Miami University Speech Pathology & Audiology Department   August 2010 - May 2012
J. Alexander's Restaurants   May 2011 - August 2011
Nationwide Childrens Hospital  May 2010 - August 2011
Whalen & Company CPAs   May 2009 - August 2011

Skills
Research, Speech Therapy, PowerPoint, Public Speaking

Education
Miami University   2012 — 2014
Master of Arts (M.A.), Speech-Language Pathology/Pathologist

Miami University   2008 — 2012
Bachelor of Science (B.S.), Speech Pathology and Audiology

Thomas Worthington High School   2004 — 2008

Allison Strainic, CPA Allison Strainic, CPA Columbus, Ohio Area Details
Allison Strainic, CPA's Whalen & Company CPAs Experience December 2010 - August 2011
Job Sr. Manager, Income Tax at DSW Designer Shoe Warehouse, Inc.
Industry Accounting
Experience
DSW Designer Shoe Warehouse, Inc.   March 2015 - Present
DSW Designer Shoe Warehouse, Inc.   July 2013 - March 2015
Abercrombie & Fitch  August 2011 - July 2013
Whalen & Company CPAs   December 2010 - August 2011
Plante & Moran, PLLC   July 2004 - January 2010
Brown Smith Wallace, LLC  July 2002 - May 2004
Winterset CPA Group   July 1999 - April 2002

Skills
CPA, Tax, Tax Preparation, Corporate Tax, Accounting, Income Tax, Tax Research, Partnership Taxation, Financial Reporting, Tax Accounting, SEC filings, Tax Returns

Education
The Ohio State University   1994 — 1999
BSBA, Accounting, Minor in Women's Studies

Hart Fetsko Hart Fetsko Columbus, Ohio Area Details
Hart Fetsko's Whalen & Company CPAs Experience October 1998 - May 2006
Job Owner, Fetsko Technical Services, LLC
Industry Accounting
Experience
Fetsko Technical Services, LLC   August 2006 - Present
Whalen & Company CPAs   October 1998 - May 2006

Skills
Tax, Income Tax, Tax Returns, Tax Preparation

Education
James Madison University   1970 — 1974

Sarah Criss McQuaide Sarah Criss McQuaide Columbus, Ohio Area Details
Sarah Criss McQuaide's Whalen & Company CPAs Experience February 2007 - August 2008
Job Public Information Officer at City of Dublin, Ohio USA
Industry Public Relations and Communications
Experience
City of Dublin, Ohio USA  January 2015 - Present
Mid-Ohio Regional Planning Commission  April 2010 - January 2015
City of Columbus Recreation and Parks Department   January 2010 - June 2010
Planet Fitness  March 2009 - January 2010
Bethel Olentangy Psychological Services   August 2008 - March 2009
Whalen & Company CPAs   February 2007 - August 2008
Hampton Inn & Suites, Downtown Columbus   June 2006 - August 2007

Skills
Media Relations, Public Relations, Event Planning, Community Outreach, Press Releases, Social Media, Newsletters, Strategic Communications, Adobe Creative Suite, Advertising, Facebook, Blogging, Fundraising, Marketing, Editing

Education
The Ohio State University
Bachelor of Arts, Strategic Communication

Madonna Narog Madonna Narog Columbus, Ohio Area Details
Madonna Narog's Whalen & Company CPAs Experience August 2011 - Present
Job Accounting Professional at Whalen & Company CPAs
Industry Accounting
Experience
Whalen & Company CPAs   August 2011 - Present
Sperry Van Ness  2014 - 2015
Sperry Van Ness  2014 - 2015
Mercy Health Plans  2005 - 2007

Skills
Tax Preparation, Accounting, Tax, Income Tax, Microsoft Excel, Microsoft Word, Organizational..., Organization &..., Team Management, Operational Excellence, IT Support, Website Maintenance, Billing, IT Administration, Computers, Computer Software..., Financial Reporting, Invoicing, Customer Service, Financial Analysis, Public Speaking, Marketing, Event Planning, Small Business, Team Building, Leadership, Budgets

Education
St. Louis College of Health Careers   2002 — 2003
Certificate, Medical Coding and Billing

Marietta College   1999 — 2001

Columbus State
Accounting

Jeffrey Zaye, CPA Jeffrey Zaye, CPA Columbus, Ohio Area Details
Jeffrey Zaye, CPA's Whalen & Company CPAs Experience August 2007 - Present
Job Associate Director, Audit Manager at Whalen & Company CPAs
Industry Accounting
Experience
Whalen & Company CPAs   August 2007 - Present
Crowe Chizek  2004 - 2007
Breen, Winkel & Co.   1995 - 2003

Skills
Auditing, Financial Reporting, Audit, Internal Controls, GAAP, Internal Audit, Financial Accounting, Non-profits, Financial Analysis, Consolidation, US GAAP, Forecasting, Revenue Recognition, Nonprofits, Assurance

Education
Franklin University

Ohio University

Yonghua (Patricia) Yin, CPA Yonghua (Patricia) Yin, CPA Dublin, Ohio Details
Yonghua (Patricia) Yin, CPA's Whalen & Company CPAs Experience January 2015 - Present
Job Auditor at Whalen & Company, CPAs
Industry Accounting
Experience
Whalen & Company, CPAs   January 2015 - Present
Whalen & Company CPAs   September 2012 - February 2013
Pershing Yoakley & Associates  November 2006 - November 2008
Rubin Brown LLP   January 2005 - October 2006
Anheuser-Busch  August 2004 - December 2004
United Way of America  May 2004 - August 2004

Skills
Healthcare, Microsoft Office, Microsoft Excel, Hospitals, Microsoft Word, PowerPoint, Internal Audit, Financial Audit, Retirement plans..., Auditing

Education
Saint Louis University   2003 — 2004
Master of Accounting, Accounting

Shenzhen University   1995 — 1999
Bachelor of Arts (BA)

Patti Carey Patti Carey Columbus, Ohio Area Details
Patti Carey's Whalen & Company CPAs Experience January 2006 - Present
Job Tax professional; Senior Style leader; Community Advocate
Industry Accounting
Experience
Whalen & Company CPAs   January 2006 - Present
Winnie & Kat  August 2014 - July 2015
Young Survival Coalition - Central Ohio   October 2010 - December 2011
Clark, Schaefer, Hackett & Co.   January 2003 - April 2004
Ron Lykins, CPA's   January 1993 - October 2002

Skills
Tax, Accounting, Financial Accounting, Microsoft Excel, Microsoft Word, Public Speaking, Direct Sales, Tax Accounting, Leadership, Tax Preparation, Tax Returns, Financial Reporting, Finance, Financial Statements, Grants, Microsoft Office, Assurance, Consolidation, Income Tax, Small Business, Strategic Planning, QuickBooks, Revenue Recognition, US GAAP, Internal Controls

Education
Ohio Wesleyan University   1979 — 1981
BA, Accounting and Political Science

Ohio Wesleyan University   1979 — 1981
Accounting, Accounting and Political Science

Chestnut Hill College   1977 — 1979
Accounting and Speech

Capital University Law School
Taxation

Chad Osler Chad Osler Columbus, Ohio Area Details
Chad Osler's Whalen & Company CPAs Experience January 2013 - October 2014
Job Audit Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  October 2014 - Present
Whalen & Company CPAs   January 2013 - October 2014
Plante & Moran, PLLC   October 2007 - December 2012
Crowe Horwath LLP  June 2006 - October 2007
415 Group  June 1997 - June 2006

Skills
Auditing

Education
The University of Akron   2000 — 2004
Masters, Taxaton

Mount Union College   1993 — 1997
Bachelor of Arts (B.A.), Accounting and Business/Management

Kylee Chastain Foraker Kylee Chastain Foraker Columbus, Ohio Area Details
Kylee Chastain Foraker's Whalen & Company CPAs Experience 2007 - April 2010
Job Human Resources at TK Gas Services, Inc.
Industry Financial Services
Experience
TK Gas Services, Inc.   April 2014 - Present
Huntington National Bank  May 2011 - April 2014
Chase Home Lending  2010 - 2011
Whalen & Company CPAs   2007 - April 2010
UPS  2005 - 2007
Abbott Nutrition  2004 - 2004
Abbott Nutrition  2001 - 2004
Abbott Nutrition  1999 - 2000

Skills
Microsoft Excel, Payroll, Microsoft Office, Human Resources, Employee Benefits, Microsoft Word, Customer Service, PowerPoint, Outlook, HRIS, Mergers, PeopleSoft, Benefits Administration, Performance Management

Education
Park University   2004 — 2006
Bachelor of Science (B.S.)

The Ohio State University   1996 — 1999

Gahanna Lincoln High School   1992 — 1996
HS Diploma, College Preparatory

Audra McIntosh Audra McIntosh Columbus, Ohio Area Details
Audra McIntosh's Whalen & Company CPAs Experience February 2000 - May 2005
Job Vice President/Marketing Manager Commercial Segments at Huntington National Bank
Industry Marketing and Advertising
Experience
Huntington National Bank  September 2012 - Present
Columbus State Community College  January 2011 - Present
Klingbeil Capital Management  May 2006 - September 2012
Summit Financial Strategies, Inc.   2010 - 2010
Whalen & Company CPAs   February 2000 - May 2005
Business Intelligence Associates   1997 - 1999
Franklin University  1994 - 1997
Temporary Corporate Housing   1991 - 1992
March of Dimes  1989 - 1991

Education
Franklin University   1995 — 1997
MBA

Bowling Green State University   1985 — 1989
Bachelor of Science, Journalism, Public Relations

Jeff Pumplun, CPA Jeff Pumplun, CPA Columbus, Ohio Area Details
Jeff Pumplun, CPA's Whalen & Company CPAs Experience August 2012 - Present
Job CPA at Whalen & Company CPAs
Industry Accounting
Experience
Whalen & Company CPAs   August 2012 - Present
Huntington National Bank  2006 - 2012

Skills
Financial Reporting, Financial Analysis, Account Reconciliation, GAAP

Education
Capital University   2005 — 2007
MBA

The Ohio State University   1998 — 2003

Doug Wileman Doug Wileman South Bend, Indiana Area Details
Doug Wileman's Whalen & Company CPAs Experience June 1979 - March 1981
Job President at Orion Group Software Engineers, Inc.
Industry Information Technology and Services
Experience
Orion Group Software Engineers, Inc.   July 1985 - Present
Crowe Horwath LLP  April 1981 - June 1985
Whalen & Company CPAs   June 1979 - March 1981

Education
The Ohio State University   1977 — 1981
Bachelor, Accounting, Computer Science

Shawn Zeiter, CPA Shawn Zeiter, CPA Columbus, Ohio Area Details
Shawn Zeiter, CPA's Whalen & Company CPAs Experience February 2012 - March 2014
Job Associate at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase  April 2014 - Present
Whalen & Company CPAs   February 2012 - March 2014
Plante Moran  November 2010 - January 2012
Schiffman Grow & Company   August 2005 - November 2010
First Citizens Bank  May 1998 - August 2000

Skills
Financial Reporting, Accounting, Audit, Tax, Analysis, Small Business, Auditing, General Ledger, External Audit, Internal Controls, GAAP, Internal Audit, Partnership Taxation, Financial Statements, Corporate Tax, Accounts Payable, CPA, US GAAP, Financial Analysis, Financial Accounting, Income Tax, Payroll, Tax Preparation, Investments, Account Reconciliation, Tax Returns, Management

Education
Miami University   2000 — 2005
Bachelor of Science, Management Information Systems

Miami University   2000 — 2005
Bachelor of Science, Accounting

Anne Treasure Anne Treasure Columbus, Ohio Area Details
Anne Treasure's Whalen & Company CPAs Experience November 2012 - Present
Job Accounting Professional
Industry Accounting
Experience
Whalen & Company CPAs   November 2012 - Present
Ernst & Young  January 2008 - May 2009
Longanbach Giusti Kuck & Hornberger, LLC   1995 - 2006
BKR Longanbach Guisti   1995 - 2005
BKR Longanbach Guisti   1995 - 2005

Skills
Financial Reporting, Income Tax, Auditing, Financial Analysis, Tax Accounting, Internal Controls, Revenue Recognition, Mergers & Acquisitions, Small Business, Microsoft Excel, Tax Preparation, Consolidation, General Ledger, Accounting, Sales Tax, Financial Accounting, Assurance, US GAAP, Strategic Financial..., Internal Audit, Tax Returns, GAAP, Forecasting, Due Diligence, Tax Research

Education
Vanderbilt University Law School   1983 — 1986
JD, concentrated on tax and business

Bethany College   1980 — 1983
Economics

Teri Curtin Teri Curtin Columbus, Ohio Area Details
Teri Curtin's Whalen & Company CPAs Experience June 1996 - Present
Job CPA at Whalen & Company CPAs
Industry Accounting
Experience
Whalen & Company CPAs   June 1996 - Present
Whalen & Company CPAs   June 1996 - Present
Dayton Die Casting / Y & S Tool Inc   September 1993 - June 1996
Darrel's Super Valu   July 1990 - September 1993
Stan's IGA   July 1989 - July 1990
Bell's IGA   July 1987 - July 1989

Skills
CPA, Tax Preparation, Tax, Financial Reporting, GAAP, US GAAP, Accounting, Auditing, Financial Accounting, Internal Controls, Revenue Recognition, Financial Analysis, Business Valuation, Budgets, Accounts Receivable, Accounts Payable, Payroll, Consolidation, Corporate Tax, QuickBooks, Assurance, General Ledger, Income Tax, Microsoft Office, Account Reconciliation

Education
Wright State University   1990 — 1992
Bachelor, Accounting

Sinclair Community College   1987 — 1989
Associate, Business

New Lebanon Dixie High School   1984 — 1987
Diploma, College Prep

Julie K Brown Julie K Brown Columbus, Ohio Area Details
Julie K Brown's Whalen & Company CPAs Experience 2002 - 2005
Job Owner, Brown Tax Accounting LLC
Industry Accounting
Experience
Brown Tax Accounting LLC   May 2007 - Present
Whalen & Company CPAs   2002 - 2005

Education
Columbus State Community College
Accounting

The Ohio State University
Bachelor's degree

Rich Vogt Rich Vogt Columbus, Ohio Area Details
Rich Vogt's Whalen & Company CPAs Experience October 2008 - July 2014
Job Missionary at Pioneer Bible Translators
Industry Accounting
Experience
Pioneer Bible Translators  July 2014 - Present
Whalen & Company CPAs   October 2008 - July 2014
ScrogginsGrear  May 2003 - September 2008
H&R Block  January 2002 - April 2003

Skills
Financial Reporting, Accounting, Customer Service, Financial Analysis, Corporate Tax, Account Reconciliation, Auditing, Payroll, General Ledger, Tax Preparation, Tax Returns, Tax, Internal Audit

Education
Columbus State Community College   2009 — 2012

Kentucky Christian University   1999 — 2003
Bachelor

Leetonia High School   1994 — 1999

Gail Kerley Gail Kerley Columbus, Ohio Area Details
Gail Kerley's Whalen & Company CPAs Experience 2010 - 2011
Job Payroll Analyst at Chipotle Mexican Grill
Industry Restaurants
Experience
Chipotle Mexican Grill  March 2014 - Present
Chipotle Mexican Grill  May 2011 - March 2014
Whalen & Company CPAs   2010 - 2011

Skills
Payroll, Customer Service, Employee Benefits, Human Resources, Microsoft Office, Microsoft Word, Recruiting, Performance Management, Training

Education
University of Dayton   2005 — 2009
Finance