Whitman Advisor speaking at AccountingWeb Growth Conference 2022

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. Bill’s session – Ready to Move On? How Leaders Approach Succession Planning – is on Day ONE of the conference – Tuesday, May 10, 01:45 PM – 02:35 PM Succession […]

Live Webinar – Data Strategies As A Profitability Builder for CPA Firms

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 to Engagement Budgeting and Time Entry, and Financial results at the client engagement level. Well as one of our clients clearly stated “If you’re not managing your date, you’re not […]

Client Relationship Management: A New Paradigm

When the COVID-19 pandemic hit, most staff at accounting and advisory firms – and the staff of their clients – packed up and went home. For the firms, however, business didn’t stop or even slow down. In fact, clients needed more services and guidance from their advisors than ever. How and where accountants and advisors […]

Insights into our Practice Growth Multiplier

On August 26, 2020 M&A Access featured Philip J. Whitman, CEO & President, Whitman Business Advisors LLC. Whitman explains how his company’s business tool, Practice Growth Multiplier™, helps clients generate significant bottom-line profits by adding new clients quicker. He also articulates what the biggest concerns are for his clients at this time.

Takeaways from NJCPA Fall Council Meeting

[previously published on LinkedIn] One of the rewarding experiences associated with being a Past President of the NJCPA,  is having the opportunity to represent NJ as a member of  AICPA Council. The AICPA provides members  with many resources to utilize in our daily practice. I attended the recent fall Council meeting and want to provide […]

Solve Your People Challenge

Presented by QX Accounting Services In this on-demand webinar, Phil Whitman and Laurence Whittam discuss why finding the right talent has become challenging for CPAs and accounting firms, especially as technology continues to change at a rapid pace. For many firms it is crucial to have the right access to skilled professionals so they adapt […]

Whitman Wisdom

A New Blog Series from Whitman Business Advisors Welcome to Whitman Wisdom – our new blog series where my Whitman colleagues and I will share some of our observations on the many trends and developments that affect CPA firms of all sizes around the country. I hope you’ll read along as we tackle some evergreen […]

Keys to Stress Management

Stress is a long-term effectiveness and happiness killer.  Stress is also part of our lives so taking the time to learn methods to handle it more effectively is worth the effort.

Not So Fast . . .

One of the most far-reaching changes to Fair Labor Standards Act (FLSA) overtime regulations was about to begin effective December 1st. This change doubled the threshold for exemption from overtime pay to $47,476.  What’s more, the exemption would have automatically been adjusted every three years beginning in 2020.  On November 22, 2016 a federal judge […]

Questions are good. Good questions are even better.

A key skill, whether you are in leadership, sales or support, is asking questions. I recently read this article on Inc.com, “4 Questions Smart Leaders Always Ask Employees to Improve Their Performance,” which discusses things to ask your direct reports during your one-to-ones. You do have one-to-ones, right? I often see leaders who are “too busy” to have […]