Insights & Resources
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Discover fresh insights and perspectives from Whitman, and stay current on the trends shaping business’s future.
Thought Leadership: Beyond Buzzwords to Authentic Influence
Article
Lead with Impact: Harnessing Three Essential Skills
Article
Leadership in Times of Remote Work: Strategies for Leading Virtual Teams
Article
Revolutionizing Leadership: The Leadership Style Companies Often Miss
Article
The Power of Emotional Intelligence in Leadership
Article
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
Unlocking Opportunities: The World of Offshoring Jobs
Advisory Services
Behind the Scenes: Exploring Offshoring Companies
Advisory Services
How to Prevent Outsourcing Mistakes in Accounting Firms
Advisory Services
Charting a Course: Navigating Offshoring for CPA and Accounting Firms
Advisory Services
Expanding Horizons: How CPA Firms Can Harness Offshoring for Sustainable Growth
Advisory Services
Demystifying Outsourcing and Offshoring: What CPA Firms Need to Know
Advisory Services
Outsourcing Strategy for CPA Firms: How to Maximize Efficiency Without Losing Control
Advisory Services
HIRE Act Update: What the Senate Hearing Really Signaled
Advisory Services
How CPA Firms Can Scale Profitably with Global Talent Solutions
Advisory Services
The Scalability Problem Most CPA Firms Face
Article
Building Trust: The Foundation of Effective Leadership
Article
Mastering the Process of M&A: A Step-by-Step Guide for Business Leaders
Article
How Networking Can Give You a Competitive Edge
Article
The HIRE Act: What CPA Firms Need to Know About the Proposed Outsourcing Tax
Advisory Services
Empowering Businesses through Transformative Journey
Article
Smooth Sailing Ahead: Navigating Business Transitions with Whitman Transitions Advisors
Article
Navigating Financial Success: How Our Accounting Firm Ensures Your Prosperity
Advisory Services
Navigating Change with Confidence: The Expertise of Whitman Transition Advisors
Article
Whitman Transition Advisors and C-Suite IMPACT Unite to Form Whitman Advisory LLC
Press Release
Preparing for a New Role: Mapping Your Journey to Success
Article
CLIENT RELATIONSHIP MANAGEMENT
Article
Building a Strong, Skilled Team Attracting and Retaining Top Talent in a CPA Firm
Article
Nice to Haves” from Your Non-Negotiables
Article
How to Conduct Due Diligence During the New Normal?
Article
How Global Talent Supports Seasonal Tax Spikes
Advisory Services
Offshoring vs Outsourcing: What CPA Firms Need to Know
Advisory Services
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