From AI Experimentation to Firmwide Transformation with Dane Boeckerman

In this episode of Everything CPA and Private Equity, Phil Whitman sits down with Dane Boeckermann, CEO of BGM, to discuss the firm’s entrepreneurial growth strategy, its succession-focused approach, and how BGM is preparing its people and clients for AI. In this...

Whitman Advisory Launches Partner and Leadership Transition Coaching Program for CPA Firms

Whitman Advisory Launches Partner & Leadership Transition Coaching Program for CPA Firms   Press Release, August 31, 2026 Whitman Advisory launched its Partner & Leadership Transition Coaching Program, a structured service built to solve the human side of...

Business Beyond Borders: Building High-Performing Global Teams That Actually Last With Naveed Saya

Struggling to find and keep great talent as your firm grows? In this episode of Business Beyond Borders, host Laurence Whittam sits down with Naveed Saya, Vice President of IBEX, to discuss why CPA firms need to rethink traditional staffing models. They explore how...

Business Beyond Borders: What Tax Season Revealed About Your Outsourcing Strategy

Is your outsourcing strategy ready for extension season—or are the same problems about to repeat themselves? In this episode of Business Beyond Borders, host Laurence Whittam sits down with Mitsu Shah and Khanjan Shah from Accseed to unpack what really happened during...

Everything CPA and Private Equity: The Hidden ROI of Happier Employees with Amy Vetter

Are your people thriving, or are they quietly burning out?In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Amy Vetter, CPA, CEO of The B3 Method Institute, to discuss one of the most important—and often...