Business Details
Trusted Accounting & Financial Advisory Services Nationwide
The Whitlock develops long-term relationships to help clients grow by providing expert guidance in accounting, tax, and financial advisory services. With over a century of experience, our team of certified professionals serves organizations and individuals nationwide, prioritizing integrity and tailored solutions. We specialize in business advisory, risk management, wealth planning, and compliance, ensuring transparent pricing and client-focused outcomes. Our expertise spans industries including community banking, high-net-worth individuals, and nonprofit sectors.Headquartered in Springfield, Missouri, we combine local roots with national reach to deliver comprehensive financial strategies. By fostering collaboration among our 50+ CPAs and associates, we address complex challenges while maintaining a commitment to client prosperity. Our services include FDICIA compliance, cybersecurity risk assessments, estate planning, and audit assurance, reflecting our dedication to innovation and excellence. We pride ourselves on 15-year average client tenure, demonstrating trust built through consistent, personalized support.
Services
Business Advisory & Accounting
Tax Planning & Compliance
Wealth Management
Risk Advisory
Financial Reporting
Highlights and features
- We serve clients nationwide with expertise in accounting and financial advisory.
- Our team includes 50+ CPAs and associates with industry-specific knowledge.
- 15-year average client tenure demonstrates long-term trust and satisfaction.
- Transparent pricing ensures no hidden fees for all services offered.
- Specialized services include FDICIA compliance and cybersecurity risk assessments.
What people say
Timeliness and responsiveness
Exceptional services and prompt responses
Staff goes above and beyond
Very pleased with relationship
Reliable business and tax guidance
Services
Business Advisory & Accounting
We provide tailored business advisory and accounting solutions for organizations of all sizes. Our services include financial forecasting, data analysis, and compliance management. With expertise in industries like manufacturing and construction, we help clients optimize operations and drive growth through strategic insights.
Tax Planning & Compliance
Our tax planning and compliance services cater to individuals and businesses, focusing on minimizing liabilities while ensuring regulatory adherence. Specializing in multi-state tax strategies and FDICIA compliance, we offer year-round support to navigate complex tax landscapes with confidence and clarity.
Wealth Management
We partner with Oppenheimer & Co. to deliver comprehensive wealth management strategies for high-net-worth individuals. Our services include portfolio management, estate planning, and trust setup, ensuring long-term financial security aligned with personal goals and risk tolerance.
Risk Advisory
We specialize in risk advisory services for financial institutions, including cybersecurity testing and internal audit support. Our team ensures organizations meet FDICIA requirements and mitigate threats through proactive assessments, safeguarding assets and enhancing operational resilience.
Financial Reporting
Our financial reporting and audit services cover corporate, nonprofit, and employee benefit plan audits. We ensure accuracy and compliance with GAAP standards, providing actionable insights to improve financial transparency and decision-making for clients across diverse sectors.
People
Josh Beaird
CEO
Josh Beaird leads The Whitlock with a focus on client relationships and team development. He specializes in strategic solutions for business growth and enjoys mentoring the firm's professionals while balancing family time with his two sons.
Joseph D. Page
Partner
Joseph D. Page specializes in tax services for high-net-worth individuals and industries like construction and utilities. He focuses on compliance and planning, combining technical expertise with a passion for outdoor activities like river floating.
W. David Myers
Partner
W. David Myers advises on estate planning and business transactions, helping families maximize wealth. With a background in golf and sports, he brings strategic thinking to client consultations while prioritizing personalized financial strategies.
Thomas Beisner
Partner
Thomas Beisner provides risk advisory and audit services for financial institutions. His expertise in FDICIA compliance is complemented by a hands-on approach to client challenges, balancing work with family time and culinary hobbies.
Kathy Hillenburg
Partner
Kathy Hillenburg leads employee benefit plan audits and offers holistic financial consulting. She combines technical accounting skills with client-focused advice, dedicating her free time to family activities and supporting her grandchildren's endeavors.
Questions
What services does The Whitlock Company offer?
We provide accounting, tax planning, wealth management, risk advisory, and financial reporting services for businesses and individuals nationwide.
How long has The Whitlock Company been in business?
We have served clients for over 110 years, combining legacy expertise with modern financial strategies.
Do you work with clients outside Missouri?
Yes, we serve organizations and individuals across all 50 states from our Missouri headquarters.
What industries do you specialize in?
We specialize in community banking, high-net-worth individuals, construction, manufacturing, and nonprofit sectors.
How do you ensure transparent pricing?
We provide clear, upfront pricing with no hidden fees, ensuring clients understand costs before services begin.
Can I request a consultation?
Yes, contact us through our website to schedule a free consultation with one of our financial experts.