Expansion Opportunity Whalen CPAs is expanding its footprint with planned relocation of headquarters to Dublin, Ireland in Summer 2025 and recent office expansion in Dublin, Ireland. This signals potential cross-border accounting, tax advisory, and international compliance services opportunities for clients with global or European interests.

Mid Market Growth With revenue in the 50 to 100 million range and a staff size of 11-50, Whalen CPAs targets mid-market businesses. This opens upsell potential for broader services such as advanced audit, advisory, valuation, and technology-enabled financial transformation for mid-sized enterprises.

Industry Focus Whalen CPAs serves restaurants, hospitality, manufacturing, education and nonprofits, retail and distribution, real estate, and health care facilities. There are clear opportunities to cross-sell industry-specific solutions, benchmarking, and compliance programs tailored to these sectors.

Tech Enablement The firm utilizes a modern tech stack and online platforms (including JazzHR and various web technologies). There is potential to position value propositions around digital workflows, cloud-based accounting, automation, and data analytics to improve client efficiency and insights.

Leadership and Growth Key personnel changes such as leadership promotions and ongoing growth initiatives indicate a culture of service excellence and strategic investment. This presents an opening to engage decision-makers with value-led partnerships, scalable services, and advisory programs aligned to their growth trajectory.