A Strategic Relationship For Your Success

A Team of Excellence

Whitman Transition Advisors come together to offer the most comprehensive and robust suite of services focused completely on CPA firms. 

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:

Each service area is led by a specialist who has the knowledge and experience to effectively support your firm’s needs. Meet our team here.

PLUS Services include:

  • Risk Management
  • Outsourced Chief Human Resources Officer
  • Marketing & Communications


Whitman Transition Advisors works with all sizes of CPA firms, from solo practitioners to top-ranking firms in the country. Discover what it means to have a strategic partnership with Whitman Transition Advisors today.

Whitman Wisdom

Short, digestible bites to help you be a more productive, proactive, purposeful leader in your CPA firm.

One of the few nice guys in his profession…

Phil possesses all the qualities one could expect from a great recruiter.  Phil turned what I thought was going to be a stream of interviews into an EXPERIENCE!  He met with me, listened to what was important to me and selected a handful of firms that matched my personality and professional ambition. Phil then made introductions and facilitated meetings with Managing Partners of top-notch public accounting firms.  One of the Managing Partners I met with described Phil as “one of the few nice guys in his profession”.  Phil was professional and trustworthy. It’s easy to understand how Phil is such a successful consultant to the profession.  Besides the great opportunity that he introduced me to, he provided invaluable business coaching and, I also gained a friend along the way.

Joseph Puglisi, CPA, Partner, Citrin Cooperman

A Message From The President:

Philip Whitman, CPA

Whenever someone asks me why they should choose to have a strategic partnership with Whitman Transition Advisors, I usually respond:

At WTA, we understand the unique challenges and obstacles faced by CPA firms. Our entire existence is focused on what makes CPA firms tick, and how they can be better. 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! 


Get the news

Accounting Industry trends, updates, events

We’ll send you occasional updates about WTA plus great articles on being a next-level accounting firm, the latest in mergers & acquisitions,