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 […]

NJCPA Announces 10 CPA Exam Fee Lottery Winners

Inaugural Lottery Sponsored by Whitman Business Advisors The New Jersey Society of Certified Public Accountants (NJCPA) has awarded 10 aspiring CPAs with $750 each towards their CPA Exam fee costs. All winners of the inaugural CPA Exam Fee Lottery are either Student or CPA Candidate members of the NJCPA and were selected at random from […]

NY State Deadline for Sexual Harassment Training is looming…

But it’s ok, we can help! Whitman Business Advisors has teamed up with Workplace Academy to provide access to high quality training and bring your firm into the 21st century with progressive policies and well-developed staff knowledge, awareness and skills. Workplace Academy has been fully developed with contributions from online training experts, seasoned employment attorneys, […]

Whitman Business Advisors Becomes New Jersey Society of CPAs’ Business Services Provider

March 18, 2019 ROSELAND, N.J. – The New Jersey Society of Certified Public Accountants (NJCPA) is pleased to name New Jersey-based consultancy Whitman Business Advisors, LLC, as a business services provider. Founded by Philip Whitman, CPA, CEO and president, Whitman specializes in succession planning, mergers and acquisitions, leadership and business development training and other services […]

M&A Consulting Firm Diving Into HR, Employee Engagement Services

Whitman Business Advisors is expanding its services, just as firm leaders around the country are shifting their business models to rely less on compliance tasks and more on advisory services. The consulting firm, which is best known for its mergers and acquisitions assistance, is growing its network of advisors. Whitman Business Advisors has offered guidance […]

Whitman Business Advisors Announces Addition Of Richard Fisher

Noted CPA Firm Partner In Charge Of Human Resources To Advise Whitman Clients And CPA Firms Nationwide Friday, February 1, 2018: NEW YORK – Whitman Business Advisors LLC, one of the nation’s leading accounting industry advisory firms, today announced that Rick Fisher, former Partner-in-Charge of EisnerAmper’s Human Resources Department has joined the Whitman team. He […]

AICPA Governing Council Member & Former NJSCPA President Joins Whitman Business Advisors National CPA Firm Consulting Team

Whitman Business Advisors Announces Addition of WALTER J. BRASCH, CPA, CGMA As Managing Director MONMOUTH COUNTY, N.J. (PRWEB) JUNE 13, 2018 Today Whitman Business Advisors (WBA) announced the addition of Walter J. Brasch, CPA as their newest consultant. Walter brings more than 30 years of executive experience in the accounting and business advisory industry to Whitman Business Advisors. He possesses […]


Noted Independent Accounting Industry Marketer To Advise Whitman Clients. —————————————————————————— Wednesday, May 2, 2018:  NEW YORK – Whitman Business Advisors LLC, one of the nation’s leading accounting industry advisory firms, today announced that Richard Shippee, president of Richard Shippee Communications, has joined the Whitman team as an independent provider of marketing and communications services to […]

Prager Metis CPAs, LLC Expands Business Management Expertise;

Merges with Cameo Wealth & Creative Management, Inc. & The Asteri Group, Ltd. January 2, 2018 – New York, NY—  Prager Metis CPAs, LLC, a leading accounting and advisory firm with offices in North America, Europe, and Asia, and a member of GGI International, today announced its combination with Cameo Wealth & Creative Management, Inc., […]

Don’t let a fearful mindset hold you back

Of all the obstacles to success in accounting, accountants’ own fears may be one of the most important. Consultant Phil Whitman discusses the many ways the profession gets in its own way — and how to overcome them. Originally broadcast on Accounting Today