A Team of Excellence
Whitman Business Advisors has created a team of excellence. All of our services are customized for your firm, which ensures we can deliver the most innovative and targeted solutions.
Our Six-Pack+ of services include:
- Mergers and Acquisitions
- Talent Acquisition
- Practice Management Consulting
- Partner Retreats
- Training & Coaching
- Practice Growth Multiplier™
Each service area is led by a specialist who has the knowledge and experience to effectively support your firm’s needs. You can meet our team here.
PLUS Services include:
- Risk Management
- Outsourced Chief Human Resources Officer
- Marketing & Communications
CONTACT US TODAY (844) WBA-TEAM
Whitman Business Advisors works with a range of CPA firms, from solo practitioners to top-ranking firms in the country. Discover what it means to have a strategic partnership with Whitman Business Advisors today.
Short, digestible bites to help you be a more productive, proactive, purposeful leader in your CPA firm.
We’re really pleased to announce that Whitman Transition Advisor, Bill Carlino, will be a featured presenter at this year’s AccountingWeb Growth Conference in San Diego.
Typically CPA firms have not thought about the myriad of data points that are generated in their firms. Everything from CRM to Staff Scheduling, Payroll
A Message From The President:
Philip Whitman, CPA
Whenever someone asks me why they should choose to have a strategic partnership with Whitman Business Advisors, I usually respond:
At Whitman Business Advisors, we understand the unique challenges and obstacles faced by CPA firms. That’s why we tailor our services to specifically match the needs and culture of your firm. By taking the time to understand your strategic focus, we can target and deliver quality opportunities that will help your firm grow faster. As your strategic partner, we’ll work with you to help identify, achieve, and enhance your goals, no matter what the size or focus of your practice.
We do not offer a one-size-fits-all approach. Instead, we conduct a careful evaluation of your challenges and needs and create a set of customized solutions that align with your long-term goals.
After all, it’s your life!