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
Whitman Wisdom
A New Blog Series from Whitman Business Advisors Welcome to Whitman Wisdom – our new blog series where my Whitman colleagues and I will share some of our observations on the many trends and developments
