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← Back to Top 17 Bookkeepers in Hartford County, CT (2026)Whittlesey
Evidence Score 36/100 at 78% evidence coverage 13 of 17 on the Hartford County list How the score works
What we could verify
- Registered business?
- Registration found: Connecticut Secretary of the State, status Active, formed 1974
- CPA license or firm permit?
- CPA firm permit active · CPAP.0000561 · Connecticut Department of Consumer Protection (open data ngch-56tr)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- None named on its website
Who they say they serve: closely held businesses & professional services, emerging businesses, employee benefit plans, financial institutions (banks, credit unions), franchising (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 1 of 5 core services; CPA license verified with the state board; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Whittlesey | home page | |
| Website | https://www.wadvising.com/ | home page | |
| Office locality | Hartford, CT | home page | |
| Phone | +18605223111 | home page | |
| Offers bookkeeping | Documented: ...CEO/CFO consulting and business valuations. Client Accounting Solutions From bookkeeping and payroll to financial reporting and outsourced CFO support, our Client Accounting... | /industries/franchising | |
| Payroll coordination | Documented: ...consulting and business valuations. Client Accounting Solutions From bookkeeping and payroll to financial reporting and outsourced CFO support, our Client Accounting Services team... | /industries/franchising | 4 pts (max 4) |
| Industries served (documented) | closely held businesses & professional services, emerging businesses, employee benefit plans, financial institutions (banks, credit unions), franchising, healthcare, manufacturing and distribution, nonprofits, real estate & construction | /industries | 5 pts (max 5) |
| Local / remote model stated | Local | /about Oct 25, 2026 | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA firm permit active · CPAP.0000561 · Connecticut Department of Consumer Protection (open data ngch-56tr) | State accountancy board Third-party Nov 10, 2026 expires Dec 31, 2026 | 8 pts (max 8) |
| Communication channel / process | Documented: ...Model Certification (CMMC) Insights Insights Resources Careers Submit News & Events Client Portal Contact Understaffed Accounting Teams Come At A Price See how the right accounting... | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: WHITTLESEY PC · CT account 0049681 · Connecticut Secretary of the State · Active | State business registry Third-party Sep 25, 2026 | 6 pts (max 6) |
| Operating 1+ year (registry formation date) | Formed 1974-01-03 (registration date of a Connecticut-formed entity) | State business registry Third-party Sep 25, 2026 | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 12 pages of the firm's own site on 2026-09-25 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched Xero's advisor directory for 'Whittlesey' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Month-end close + reporting (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6); What is included / excluded (0 pts, max 5); Named contact / team (0 pts, max 3); Working contact route verified (0 pts, max 2).
- Active CPA firm or individual license (state board): Connecticut lists an ACTIVE CPA firm permit under this name, expiring 2026-12-31. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Connecticut Secretary of the State business registry (data.ct.gov) lists WHITTLESEY PC (CT account 0049681), status Active, checked 2026-09-25. It confirms a registered entity, not a license to practice accountancy.
- Operating 1+ year (registry formation date): The registry records 1974-01-03 as the registration date of a Connecticut-formed entity.
Data limitations
- 17 of 21 evidenced items come from Whittlesey's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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