New Partnership will offer DEEP expertise and a NEW consulting opportunity for accounting professionals and firms nationwide
Monmouth County, NJ, June 30, 2015
Whitman Business Advisors LLC (WBA) has entered into a strategic relationship with National Social Security Partners LLC (NSSP).
With the Aging demographics of the client base of many CPA firms there has never been a more opportune to provide consulting services to help these clients maximize their lifetime social security benefits. With more than 2,500 rules it is challenging for CPAs to help their clients in this all too often pushed aside area.
Philip Whitman, CEO and President of WBA commented “After meeting with Wharton MBAs Ash Ahluwalia, President and Eric Greenberg, Chief Executive Officer, I was astounded by the tremendous depth and breadth that NSSP possessed in this area, and the amazing opportunity for our CPA firm clients to generate additional consulting revenues while giving their clients a much needed service.”
Eric Greenberg, CEO of NSSP said “we are excited to have WBA as our channel partner. WBA has tremendous relationships with CPA firms nationwide and has really made a significant impact on their growth with their six-pack plus of services. We are very pleased to be one of the plus service offerings.”
David Wolfskehl, Director of Operations of WBA added “Oftentimes we see additional benefits of 10’s or 100’s of thousand dollars of lifetime benefit that clients are leaving on the table. With NSSP, the CPA firms we partner with will have the ability to generate an additional revenue stream, increase client referrals and increase the value they bring their clients.”
National Social Security Partners LLC is the country’s first national consultancy that provides social security consulting exclusively. It partners with other professionals, such as CPAs, attorneys, and wealth advisors to protect clients against missed social security benefits, and to develop sophisticated optimization strategies.
Whitman Business Advisors LLC is a national consultancy that provides strategic growth services for CPA’s and CPA firms exclusively. Its six-pack plus of services includes: Merger & acquisition, talent acquisition, partner retreats, training and coaching, lead generation and practice management consulting.
For additional information, visit www.whitmanbiz.com or contact a Whitman Business Advisors Team member at (844) WBA- TEAM, (844) 922-8326.