Firms of all sizes, from sole practitioners to top 10 global firms rely on him. Phil specializes in succession planning, mergers & acquisitions, strategic talent acquisition and practice management consulting.
With firm management experience ranging from three partners, twelve employees, and $2 million in annual revenues to one of the Top 30 CPA firms in the Nation, with 48 partners, 400 employees and almost $100 million in annual revenues, there’s nothing Phil hasn’t seen.
Prior to practice management, Phil spent nearly six years as a multi-unit owner-operator of a National restaurant franchise, which is where he began honing his knowledge of labor law, human resources management and organizational leadership. His accounting firm experience includes audit work at Price Waterhouse, and tax work at Spicer & Oppenheim.
Whitman has authored articles and has chaired numerous committees for the New York State Society of CPAs. He has been a featured speaker for various state societies of CPA, international CPA firm associations as well as a presenter for CCHs annual user conference. He has served as conference chair of the Foundation for Accounting Education’s Practice Management Conference and the CFOs, Controllers and Financial Executives Conference.For over 20 years he has advised firms across North America, working with top management in overseeing day-to-day operations to ensure efficiency & profitability.