302-414-0056

About

About Whitaker & Rago

Whitaker & Rago works with small businesses in Delaware and the surrounding states with all of their Bookkeeping, Accounting, QuickBooks and Tax Preparation needs and offers assistance when clients are ready to move to the cloud with QuickBooks Online.  By combining QuickBooks Online with monthly bookkeeping, business owners will have access to their income and expense figures when they need them and be able to make decisions accordingly.  Based in New Castle, Delaware the company will remotely serve clients in a variety of industries, including retail, restaurants, professional services, construction, real estate, property management, landscaping, consulting, computer and software, manufacturing, beauty services, and more.

Please don’t hesitate to contact Whitaker & Rago at lisa@wrtaxes.com so we can find out more about your accounting needs and goals.

Certified QuickBooks ProAdvisor Desktop Badge Certified QuickBooks ProAdvisor Desktop Badge

About Lisa M. Whitaker, CPA

Lisa Muldoon Whitaker, CPA and founder of Whitaker & Rago, is passionate about saving busy, successful small business owners time and money in their businesses. She does this by offering a full range of accounting, QuickBooks, and tax services to individuals and businesses in and around New Castle, Newport, Stanton, Ogletown, Christiana, Newark, Bear, Wilmington, and Glasgow, Delaware.Lisa M. Whitaker, CPA

As a Certified QuickBooks ProAdvisor and Certified QuickBooks Online ProAdvisor, Lisa’s specialty is customizing her clients’ accounting software to maximize efficiency and keep costs low. She also provides QuickBooks training to her clients’ bookkeeping staff to help them work smarter and get things done faster.  She loves helping people get started with their accounting system and feel more comfortable about their accounting requirements.

Lisa provides accounting solutions and services to clients in many industries: professional services, personal services, construction, financial services, health care services, nonprofit, real estate, retail, and restaurant, to name a few. Her professional affiliations include membership in the American Institute of Certified Public Accountants and the Delaware Society of Certified Public Accountants.

Prior to starting her own firm, Lisa worked closely with the partners at Dingle & Kane, PA for five years, serving the QuickBooks and other accounting needs of her clients. She also held various financial and expense management positions for 19 years at MBNA America, a credit card processing company.

Lisa holds a Bachelor’s of Science Degree in Accounting, Cum Laude, from Goldey Beacom College. When she is not working, Lisa and her husband, Todd, enjoy the beach, traveling, music, dogs, and spending time with family.


AICPA Logo DelawareT-Sheets Pro

About Michele Rago, CPA

Michele Rago, CPAMichele Rago, Founder and Owner Whitaker & Rago, helps small businesses in Delaware and the surrounding states with all their QuickBooks needs.  She combines her strong technical knowledge in QuickBooks with her degree and experience in accounting to provide her clients with the right QuickBooks product, the right setup, and the right reports and accounting information they need to run their businesses effectively.

Michele is a Certified QuickBooks ProAdvisor and is a Certified Public Accountant.  In December of 2015, Michele left her Senior Staff Accountant position at a local accounting firm that offered Tax Preparation and Auditing Services to individuals and small businesses to focus on her business. Prior to pursuing her career as a Certified Public Accountant, Michele worked as a Senior Business Analyst in the CEO’s office at MBNA, America a credit card company in Delaware that was acquired by Bank of America, where her skills included financial management reporting, preparing budgets and forecasts.  Michele held several positions within the collections and finance departments at MBNA.

Michele holds a Bachelor of Science in Business Management from Wilmington University.   She is a member of the Delaware Society of Certified Public Accountants.


Delaware

Contact Us

Accounting and QuickBooks services Whitaker & Rago

710 Wilmington Road, Suite F,
New Castle, DE 19720

P.O. Box 431 New Castle, DE 19720

302-414-0056
lisa@wrtaxes.com
michele@wrtaxes.com

Client Login

Whitaker & Rago Portal Login

Connect with Us