About Us
Our Accounting Approach
Whelan Advisory Group, LLC was founded to help small business owners get the trusted advice they need. Our approach is to identify what matters to you, formulate a plan, and meet throughout the year to make it happen.
If you only use an accountant to file a tax return, you are missing out on vital planning that can actually save you time and money.
Don't look in the past on what you could have done, look forward with confidence. No two business are the same, so neither is our planning. We create a plan based on your unique situation and change as your business does.
Contact Whelan Advisory Group to see the difference an accounting advisor can make for you.
Message From Our Founder
When I decided to start Whelan Advisory Group, I wanted to provide something different for clients. A better level of service, transparent pricing, and proactive planning. The worst conversation to have is, you could/should have done… or I wish I would have known…
I have been helping small businesses and individuals in the accounting industry for over 10 years. My passion is to help clients achieve their goals and provide guidance for the future. Information is everywhere, leading one to wonder who to listen to and what to trust. That means you need someone who knows you or your business to find out your answers, not what works for someone else.
At Whelan Advisory Group, we will take the time to get to know you, and identify what matters. Why do you get up every day? The answer is probably not to do bookkeeping, budgeting, payroll, taxes, research new laws, etc. If it is, you are probably an accountant! My goal is to help each client reduce stress and plan for their future. Reach out to Whelan Advisory Group and see the difference we can make.
Paul C. Whelan, EA
Managing Member