We’re delighted to share this podcast interview with our Managing Director, Terry Putney, on the Journal of Accountancy Podcast. CPA firm partners looking to
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.
Merger will offer an unprecedented range of services for accounting firms and their clients nationwide Monmouth County, NJ – Transition Advisors and Whitman Business Advisors
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
When the COVID-19 pandemic hit, most staff at accounting and advisory firms – and the staff of their clients – packed up and went home.
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
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
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
[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
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
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