WELCOME TO WHITMAN ADVISORY.
Focused on Goals,
Driven by Impact.
Providing tailored solutions that enhance performance, achieve goals, and create a lasting impact for our clients.
Podcast
The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market
Article
Empowering Businesses through Transformative Journey
Podcast
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Article
Navigating Change with Confidence: The Expertise of Whitman Transition Advisors
Podcast
Business Beyond Borders: Impactful Insights for CPAs
Article
Navigating Financial Success: How Our Accounting Firm Ensures Your Prosperity
ABOUT US
Making an Impact Together.
Whitman Advisory delivers solutions designed to achieve your goals, create meaningful impact, enhance performance, navigate M&A opportunities, expand your talent pool, assist accounting and advisory firms, and proactively help you secure future opportunities.
SERVICES & INDUSTRIES
How Can We Help?
Learn how we can help your organization by selecting your topic of interest.
Our Services
Our Industries
Industries
Client Stories
Driving Impact, One Client at a Time.
How a Part-time CFO Transformed GEMCO’s Finance
Interim CFO
Gemco, an engineering and design company specializing in vacuum tumble dryers and tumble mixers, regained strategic financial leadership and clarity by bringing in a part-time CFO from Whitman CFO Solutions.
How a Fractional CFO Helped a NJ Home Builder Turn Chaos Into Clarity
Fractional CFO Services
A New Jersey home builder stabilized its business by bringing in a Fractional CFO to fix past financial issues, restore lender and IRS credibility, and create clear financial visibility. The result was a confident, bank-ready organization positioned for sustainable growth with a permanent finance leader in
The Right Resources at The Right Time
Fractional CFO Services
A company undergoing a major ESOP transformation stabilized operations and built lasting financial leadership by strategically leveraging a fractional CFO.
The Right Finance Leadership at the Right Time
Interim CFO
A client navigating a critical acquisition gained financial stability and a smooth integration by leveraging a combination of interim, fractional, and permanent finance leadership.
Hiring Win: The Strategic Turnaround
Interim CFO
A PE-backed services company faced unclear cash flow, unreliable reporting, and an unexpected CFO exit. We helped them regain control and clarity of their finances by placing a strategic interim CFO.
Project Manager for a Move
Advisory Services
Legal Resources successfully managed the law firm’s office moves with no issues or lost billable hours.
INSIGHTS & RESOURCES
Stay Ahead With Our Insights.
KPI Optimization for CPA Firms: A Practical Guide to Tax, Accounting, and HR Performance
Article
The Independent CPA Firm Podcast: David Kells Interviews Paul Weinberg of Weinberg Partners
Enhancing Profit
How Non-Traditional Mergers Benefit CPA Firm Owners of All Ages
Article
ValueMyCPAFirm.com Launches AI-Powered Platform to Revolutionize CPA Firm Valuations
Enhancing Profit
CPA Leadership Group, LLC Launches Leadership Platform to Drive Scalable Growth for Top CPA Firms
Press Release
How CPA Firms Can Scale Profitably with Global Talent Solutions
Advisory Services
The HIRE Act: What CPA Firms Need to Know About the Proposed Outsourcing Tax
Advisory Services
Why Mid-Market Growth Requires a New Era of Financial Leadership
Advisory ServicesCAREERS
Career Impact.
Are you energized by bold ideas and want to make a real impact? Explore our open opportunities.