Independent CPAs & fiduciary advisors
Financial clarity for the decisions ahead.
Whitmore is an independent accounting and wealth advisory firm. We handle tax, books and long-term planning so founders and families can focus on what they are building.
Household net worth
+12.4%
$2,481,930
$1.2B
Assets under advisement
2,400+
Tax returns filed every year
18 yrs
Average advisor experience
4.9 / 5
Client satisfaction rating
Trusted by founders, family offices and growing companies
Services
Everything your finances need, under one roof.
From monthly books to multi-generational wealth plans, one senior team sees the whole picture and coordinates every moving part.
From $450 / month
Accounting & Bookkeeping
Accurate books, monthly closes and clear reporting — so you always know where your business stands.
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From $1,200 / year
Tax Planning & Filing
Proactive, year-round tax strategy for businesses and individuals — not just a return in April.
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0.75% of assets
Wealth Management
Evidence-based investing and long-term planning aligned with the life you want to build.
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From $3,500 / month
Advisory & Fractional CFO
Senior finance leadership on demand — forecasting, fundraising and board-ready reporting.
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From $12 / employee
Payroll & HR Compliance
On-time payroll, benefits administration and filings handled for teams of every size.
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Custom quote
Audit & Assurance
Independent reviews and audit readiness that build confidence with lenders, investors and boards.
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How we work
A calm, four-step path to financial clarity.
No jargon, no hard sell. Just a clear process that turns scattered accounts and shoeboxes of receipts into a plan you understand.
01
Discovery call
A 30-minute conversation about where you are, what keeps you up at night and what success looks like in five years.
02
Deep-dive review
We gather returns, statements and books, then map your full financial picture: tax exposure, cash flow, risk and gaps.
03
Your written plan
You receive a prioritised, plain-English plan with projected savings, timelines and exactly who does what.
04
Ongoing partnership
We execute, file and monitor, with quarterly check-ins and a direct line to your advisor whenever life changes.
Growth calculator
See what steady investing could become.
Move the sliders to estimate how your savings might compound. Then let an advisor turn the estimate into a real plan.
Client results
Numbers our clients can actually feel.
Real engagements, real outcomes. A few examples of what proactive accounting and planning deliver.
Logistics
$1.4M
tax saved over three years
Harrow & Vale Logistics
Restructuring a family logistics group for growth
Technology
11 days
faster month-end close
Northfield Labs
From messy books to investor-grade reporting
Hospitality
+32%
operating cash flow
Maison Ardent
A fractional CFO for a growing restaurant group
Testimonials
Trusted by people who read the fine print.
Whitmore turned our finances from a source of stress into a genuine advantage. Investors noticed the difference in our reporting immediately.
Rachel Morgan
Northfield Labs
They found savings our previous accountants missed for years — and explained every recommendation in plain language.
Thomas Hale
Harrow & Vale Logistics
Having a CFO in our corner changed how we make decisions. We opened two locations with total confidence in the numbers.
Priya Natarajan
Maison Ardent
Our advisors
Senior people on every account.
No hand-offs to junior staff. Every client works directly with a credentialed partner or director.
Pricing
Transparent plans. No surprise invoices.
Fixed monthly fees agreed up front, so you always know what you are paying for.
Essentials
For freelancers and small businesses getting organised.
$450
/ month
Monthly bookkeeping & reconciliation
Quarterly tax estimates
Annual business tax return
Email support, 2-day response
Growth
Most popular
For growing companies that need a proactive finance partner.
$1,250
/ month
Everything in Essentials
Monthly management accounts
Year-round tax planning
Quarterly strategy review
Dedicated senior advisor
Private Office
For founders and families with complex wealth.
Custom
Tax, wealth & estate coordination
Investment management
Multi-entity & trust accounting
Family office reporting
All plans include a free 30-minute discovery call. Prices are illustrative and fully editable.
Insights
Straight answers to money questions.
Practical guides on tax, accounting and wealth, written by our advisors, not a content farm.
FAQ
Questions, answered.
Can not find what you are looking for? Our team usually replies within one business day.
Get started
Make your next financial decision the easy one.
Book a free 30-minute call. You will leave with at least one idea you can act on, whether or not we work together.