BRENDAN M. WHALEN, CPA

Brendan is responsible for all aspects of audit engagements, from planning and performing fieldwork to analyzing high-risk areas.

With comprehensive experience in all elements of accounting and business management, Brendan has valuable insight into the industries he serves, with a primary focus on financial institutions, employee benefit plans, and nonprofits. He has extensive SEC experience with public reporting companies, which includes assisting clients with filings under the 1933 and 1934 Acts, reporting requirements for Sarbanes-Oxley, and COSO Internal Control – Integrated Framework (2013) compliance. Brendan has become proficient in preparing and coordinating the financial statement audit, as well as working with clients to help them thoroughly understand and work through various difficult accounting issues. He remains informed of the ever-changing rules and regulations affecting the banking industry and employee benefit plan industry to assist his clients in dealing with accounting and financial matters that impact their business.