Strategic Partners to Serve You More Completely

We are very pleased to be in exceptional working relationships with carefully selected partner firms that help us offer you the most complete service available to CPA firms.


The A Team Outsourcing

The source of outsourced Bookkeeping Controller, CFO and Audit Prep roles Whitman Business Advisors, in Strategic Alliance with The A Team Outsourcing, is ready and able to solve your interim and short-term staffing and service shortages. From savvy and strategic CFOs and COOs focusing on... ---> Read more

Bluestone+Killion – The Power of Networking

Their programs improve networking and relationship developments skills, to drive an organization's profitable growth while accelerating careers and promoting work/life balance. Continue Reading →

Bottom Line Concepts – don’t cut, save!

Where you see operating expenses, we see opportunities to achieve robust cost savings. Bottom Line Concepts has developed a proprietary method, perfected through years of experience, to improve your company’s financial profile and profitability. Where you see operating expenses, we see opportunities to achieve robust cost savings. In... ---> Read more

Dickstein Real Estate Services

DRES’ Mission is to provide our clients with the most complete unbiased real estate advice obtain the best possible space at the best possible terms. MOST real estate brokers represent Landlords and Sellers of Commercial Real Estate… but we only represent the Tenant/Buyer. We NEVER... ---> Read more

GattoAssociates – Game Changers

Helping WBA clients win the recruiting and retention wars by bringing a “Game Changing” Training & Development Platform to its CPA Firm Clients. Rex Gatto, Ph.D. is an internationally known speaker and author whose insights and breakthrough research on the characteristics of U.S. management have helped organizations... ---> Read more

When Answers Matter.  FAZ Delivers.

FAZ Specializes in Forensic Accounting & Litigation Support FAZ is a boutique CPA firm focused on forensic accounting, litigation support & expert testimony services. They help resolve financial disputes from the corporate office to the courtroom.  Using their analytical, and investigative experience they reach resolutions... ---> Read more

ID Resolution – Keeping You, You

Last year Identity Theft claimed over 13 million victims  and has been a top complaint to the Federal Trade Commission for the last 5 years in a row. A recent study showed that fraudsters stole $15 billion from 13.1 million US consumers in 2015. Our Personal... ---> Read more

Golden Key Inc. – Business Development & Lead Generation Services

Top-level cold calling services for businesses large and small Mike Smiley, CEO, has 15+ years of experience as a lead generation and inside sales professional. He has spent 10 of those years in the tax consulting and accounting industries as a senior level inside sales leader... ---> Read more

My IT Advisory Partner

How Do You Support Your Clients’ IT Risk and Control Needs? Any IT assurance professional can provide financial audit support… but only the largest firms have the resources to retain specialists representing the full spectrum of IT advisory services…UNTIL NOW. Whitman Business Advisors brings you My IT Advisory... ---> Read more

NewGate Law – Innovation

NewGate Law is an innovative provider of legal and risk management services dedicated exclusively to the accounting industry. Highly credentialed attorneys with major CPA firm experience have joined together to serve the unique legal and risk management needs of growing accounting organizations. In a new economy... ---> Read more

RLP Wealth Advisors

Today’s environment demands transparency, accountability, responsible citizenship and the highest ethical standards. As an independent, employee-owned, sustainable wealth management firm, RLP Wealth Advisors proudly stands apart from traditional Wall Street financial companies. Your athletes and entertainers face unique challenges in navigating their future – inconsistent... ---> Read more

SSAE 16 – Compliance Centralized

Have you been looking for one complete solution to handle all of your internal control and information technology compliance needs? Whitman Business Advisors, in strategic alliance with SSAE 16 Professionals, LLP, has the technical expertise to resolve all of your IT compliance solutions with one... ---> Read more

Upward Spiral Means (New) Business

Specializes in the implementation of professional selling skills and leadership development for senior managers in the accounting profession. He consults with firms worldwide and is the author of ‘Winning Your First Client’, ‘Passport to Partnership’ and ‘Business Development On A Budget’, among other titles. Continue Reading →

Value Drivers

Client satisfaction is great. But it’s not enough. What you want is Client LOYALTY. Whitman Business Advisors has joined together with Value Drivers LLC to offer customized Client Loyalty Assessments and develop strategic plans for your firm to capitalize on what you’re doing right, and... ---> Read more

 

For more information about strategic partnerships with WBA, please contact David Wolfskehl directly.