Strategic Expansion Whalen CPAs is expanding its footprint with a planned relocation of headquarters to Dublin, Ireland in Summer 2025 and an office expansion in Dublin, Ireland as of April 2025, signaling growth and potential cross-border or international service opportunities for clients with global operations.

Hospitality Expertise The firm highlights strong industry focus on restaurants and hospitality, suggesting opportunities to cross-sell advisory, tax, and audit services to hospitality chains, franchises, and related vendors seeking specialized accounting guidance.

Senior Leadership Hiring Recent leadership appointments include a new vice president of audit services and a vice president of accounting services, indicating a strategic emphasis on expanding service quality and senior-level client support that can be leveraged to win larger engagements.

Mid Market Focus With revenue in the mid-market range and a workforce of 11-50 employees, Whalen CPAs appears positioned to pursue mid-market clients who require tailored, high-touch services in tax, audit, and advisory without the scale of the Big Four.

Cross-Industry Capabilities Strength in sectors including manufacturing, education and nonprofits, real estate, retail, and health care indicates potential for bundled or sector-focused offerings, enabling cross-sell of audit, assurance, valuation, and business consulting to diverse client portfolios.