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 […]

Are You Getting All You Can from Client Experience Surveys?

This article, by Richard Shippee, takes a look at how many accounting firms remain a bit fixated on the traditional client satisfaction survey methodology that yields a Net Promoter Score. It points out how more client-centric marketers are looking for ways to increase revenue by asking different questions in different ways, and then taking steps […]

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 […]

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 […]

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 […]

Live Oak Bank Announces Alliance with Whitman Business Advisors

WILMINGTON, N.C. (July xx, 2018) – Live Oak Bank is pleased to announce a partnership with Whitman Business Advisors designed to help accounting and tax firms simplify the process of buying or selling a firm. With the steady growth of transfers of ownership in the industry, the partnership allows Whitman to guide the M&A process […]

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 […]

WBA forms Alliance to Bring Financing to CPA Firm’s Clients

February 1, 2018, Monmouth County, NJ, – Today Whitman Business Advisors (WBA) announced the addition of StrategicFunding, a premier online lender and alternative financing provider for small businesses, to their expanding Practice Growth Multiplier(TM) service offering for its CPA firm clients. Phil Whitman, CEO and President of WBA explained the need for CPA firms to […]