
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

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

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

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

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

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