
Being a Managing Partner
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.

Being a Managing Partner
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

Being a Managing Partner
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

CPA Career Intelligence
Firm of the Future Conference
Event Date: October 24, 2019. Specifically designed for partners and firm managers, this brand new conference focuses on best practices for building and managing your