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Whitley Penn

About Whitley Penn

Whitley Penn’s Client Accounting & Advisory Services (CAAS) team is your trusted advisor in simplifying and automating financial planning and analysis (FP&A) processes within your company. With more than 70+ implementations to date, we have proven experience in providing enterprise performance management-centric solutions. Whether your needs include consolidation, budgeting, forecasting or data integration, our CAAS Data Analytics & Transformation Solutions practice can serve as an extension of your team to provide custom solutions and critical business insights. We can quickly assess your existing environment, create a blueprint for short term and long-term success and implement integrated applications specific to your needs that enable intelligible forecasting and strategic planning.

Our prebuilt solutions for Biotech and SaaS companies enable accelerated implementation, delivering continuous, integrated planning, and higher time to value, increasing your return on investment.

Whitley Penn, founded in 1983, is a full-service accounting firm delivering audit, consulting and tax services across more than 20 industries. Whitley Penn has consistently been recognized as one of the “Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting and other industry publications. We are a member of HLB International, a global network of independent advisory and accounting firms. For more information on Whitley Penn, please visit

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North America

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Email – [email protected] and [email protected]

LinkedIn – Whitley Penn
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