Whalen & Company CPAs
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
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Whalen & Company CPAs Employees
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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