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About Us
Who We Are
  • Our Partners
  • Our Team
  • Awards & Recognition
  • Media Relations
  • Events
Services
Mergers & Succession Planning
  • Mergers & Acquisitions
  • Exit & Succession Planning
  • ValueMyCPAFirm.com
  • Private Equity Advisory Support
  • Partner & Leader Transition
  • Funding Solutions
Enhancing Profit
  • CFO Solutions
  • Human Resources Management
  • Learning and Development
  • Partner & Leader Transition
Talent Solutions
  • Talent Acquisition & Solutions
  • Offshoring Strategy Planning & Support
  • CFO Solutions
    • CFO Executive Search
    • Fractional CFO Services
    • Interim CFO Services
Advisory Services
  • Legal Resources
  • Private Equity Advisory Support
  • CFO Solutions
  • Funding Solutions
  • Global Strategy
Industries
Who We Are
  • U.S. CPA/ Accounting Firms
  • Private Equity Firms
  • Privately Held Businesses
  • Managed Service Providers (MSP)
Insights & Resources
Client Stories
Careers
Contact Us
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1 (844) 922-8326



info@whitmanadvisory.com

a

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...

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