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
Article
Smooth Sailing Ahead: Navigating Business Transitions With Whitman Transitions Advisors
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.
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.
Producing Management Financial Statements
Advisory Services
A New Jersey and New York law firm relied on Legal Resources to prepare accurate financial statements for their bank.
Solving Billing Efficiencies
Advisory Services
A New Jersey law firm cut its billing time from three weeks to three days after Legal Resources automated their invoicing process.
Reconciling Escrow Accounts
Advisory Services
A New York law firm turned to Legal Resources to restore order and improve efficiency after their CFO quit without notice.
INSIGHTS & RESOURCES
Stay Ahead With Our Insights.
Whitman Transition Advisors and C-Suite IMPACT Unite to Form Whitman Advisory LLC
Press Release
The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market
Enhancing Profit
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Mergers & Succession Planning
Business Beyond Borders: Impactful Insights for CPAs
Advisory Services
How Global Talent Supports Seasonal Tax Spikes
Advisory Services
The Scalability Problem Most CPA Firms Face
Article
How CPA Firms Can Scale Profitably with Global Talent Solutions
Advisory Services
HIRE Act Update: What the Senate Hearing Really Signaled
Advisory ServicesCAREERS
Career Impact.
Are you energized by bold ideas and want to make a real impact? Explore our open opportunities.