UHY Strengthens Midwest Presence with Addition of Whalen CPAs3 Min Read

UHY announced today its further expansion in the Midwest region with the addition of Whalen CPAs, a highly respected accounting and advisory firm that has served businesses and individuals throughout Central Ohio since 1945.

The combination marks another milestone in UHY's national growth strategy and strengthens the firm's presence in Ohio, one of the Midwest's most dynamic business markets. Following its combination with Cincinnati-based Flynn & Company last year, UHY continues to invest in the state and expand its reach across the region.

Whalen CPAs has built a reputation for combining technical excellence with a highly collaborative culture that has led to deep relationships with clients. The firm provides tax, accounting, audit and assurance, valuation, and advisory services to a diverse range of industries including manufacturing, nonprofit organizations, professional services, real estate, healthcare, construction, and hospitality.

The combination will provide Whalen clients with access to UHY's expanded national platform, industry specialists, and broad range of advisory capabilities while preserving a high level of personal service. In addition, UHY’s national wealth management practice will help meet the needs of family-owned businesses, entrepreneurs, and high-net-worth individuals across the region.

"Businesses are facing increasing complexity and demand more specialized expertise from their advisors," said Steven P. McCarty, Chairman and Chief Executive Officer of UHY. "Whalen CPAs has earned an exceptional reputation by putting clients first and building lasting relationships that extend beyond traditional accounting services. Their culture, values, and commitment to delivering a high-touch client experience align perfectly with UHY's mission and our Next Level of Service philosophy. We are excited to welcome the entire Whalen team to UHY.”

"Since our firm's founding more than 80 years ago, our success has been built on relationships, trust, and a commitment to helping our clients succeed,” said Lisa Shuneson, President and CEO of Whalen CPAs. “Joining UHY allows us to enhance those relationships by offering our clients access to additional resources, specialized expertise, and expanded service capabilities. Equally important, it creates new opportunities for our team members to grow professionally while continuing to provide the personal attention and guidance that has always defined the Whalen experience."

The addition of Whalen CPAs comes during a period of significant growth for UHY as the firm continues to expand its geographic footprint and service capabilities through strategic combinations in key markets across the United States. Recent additions have strengthened UHY's presence in New York, Texas, Iowa, Tennessee, South Carolina, and other high-growth regions.