Kyle S. Whittemore

Partner

5000 Executive Parkway, Suite 400

San Ramon, CA 94583

Phone:925.277.9100
Fax:925.277.9552
Email:kwhittemore@lindquistcpa.com

Team Success Hinges on Individual Success 

As an ex-professional and NCAA All-American soccer player, Kyle Whittemore applies lessons learned from competing in team sports to meeting the needs of Lindquist’s clients.   “I learned very early: Team success depends on individuals understanding and effectively performing their roles,” he says.

His experiences on the field, combined with his expertise built during 25 years of managing finance, human resources, and IT departments of Fortune 50 property and casualty insurance carriers, make Kyle a unique resource for clients.  Kyle has the ability to understand clients’ challenges, develop solutions and support the implementation of their initiatives. 

Compliance Testing Expertise

Kyle’s primary role is leadership of Lindquist’s payroll compliance department.  Kyle has implemented processes and procedures to provide the most value to clients in meeting their fiduciary responsibilities.  He is responsible for delivering the firm’s payroll compliance services to more than 100 families of trust funds, testing more than 2,000 employers annually.  Kyle developed a management team and audit staff of 25; at the same time, he transitioned the department to a team of technologically savvy auditors, utilizing computer auditing tools and techniques to identify errors while improving the overall efficiency of testing programs.

Using Technology to Meet Clients’ Needs

By leveraging Kyle’s background and expertise, Lindquist is able to provide various services requiring automated auditing techniques to clients.  Kyle has led the firm’s efforts to implement tools to analyze large volumes of data in claims, welfare and pension systems and to test procedures, resulting in best practices for trust funds, administrators and employers. 

“Our profession has transitioned from hard copy documentation stored in file cabinets to computerized work papers utilizing secure data transfer, document retention systems and robust auditing tools,” says Kyle.  “In many cases, we are able to help our clients avoid costly mistakes that might have not been identified using traditional techniques.”

I learned very early: Team success depends on individuals understanding and effectively performing their roles.

Kyle grew up in Seattle and now lives in the Bay Area. He’s a devoted husband and father, an avid sports fan and enjoys golf.

Education
B.S., San Diego State University

Professional Memberships and Activities

  • International Foundation of Employee Benefit Plans

Articles

  • Notice to Employers with Employees Working in San Francisco:  Summary of Changes to the Health Care Security Ordinance 2010 Annual Reporting Form
  • Payroll Compliance Auditing 101 for Trustees of Multiemployer Plans