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 […]

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 […]

Firm of the Future Conference

Event Date: October 24, 2019. Specifically designed for partners and firm managers, this brand new conference focuses on best practices for building and managing your firm.  Topics will include Advisory Services, Human Capital, Technology and Succession Planning. Date: Thursday, October 24, 2019 (Add to calendar) Time: 8:00 am – 12:00pm (opens at 7:30 am) EST Location: CTCPA Education Center, […]