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

CONTACT US TODAY (844) WBA-TEAM

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.

Phil has been true to form…

When I first called Phil Whitman he told me that he would either send me nothing or deals and partners that would work.  Phil has been true to form.  His knowledge of the marketplace and network reach is so extensive that I often wonder if there is anyone he doesn't know.  Over the past three years, Phil has become not only a valued business partner, but a friend and confidant.

Lou Grassi Managing Partner Grassi & Co., CPAs

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! 

WE ARE PRIVILEGED TO WORK WITH THESE EXCEPTIONAL CLIENTS: