Practitioners and Leaders

We built our organization with leading CPA experts and practitioners to share both strategy and tactics for CPA firms of all sizes

We are the largest consulting firm supporting CPA firms in the US

TEAM Highlights

20+ people

Nationwide footprint

Boots on the ground nationwide

25 + years of experience consulting

We have seen it all
We Have done it all

Unparalleled depth and breadth of experience

About Our Team

At Whitman Transition Advisors, we are passionate about helping CPA firms reach their full potential. Our team of experienced professionals have decades of experience working with top 100 CPA firms and provide a variety of services to help you achieve your goals. We offer comprehensive consulting services, including merger & acquisition, talent acquisition, succession planning, and advisory services.  Our expertise in all areas of CPA firm practice management makes us the one-stop shop for your CPA firm.

We work with CPA firms of all sizes and will help you identify areas of improvement and provide customized strategies for achieving your goals. We provide a full range of advisory services that help you take greater care of your clients without adding people or resources. These services are designed to seamlessly integrate with your existing workflows, allowing you to focus on what you do best while we take care of the rest.

Put your trust in our experts and let us help you transition into success! Contact us today and get started on the path to success.

Your Attractive Heading

OUR TEAM

PHILIP J. WHITMAN, CPA, CEPA

President & CEO

DAVID WOLFSKEHL

Partner & COO

JOEL L. SINKIN

Senior Managing Director

TERRENCE E. PUTNEY

Senior Managing Director

RUSSELL P. BEST

Managing Director

WALTER J. BRASCH, CPA, CGMA

Advisory Board Member

BILL CARLINO

Managing Director

KAY CONKLIN

Business Development Manager

NANCY EGAN

Managing Director

RICHARD FISHER, CPA, SHRM-SCP, SPHR

Managing Director

JEFFREY KRAFT

Director of Business Development

GINO PAULO LOPEZ

Sales & Marketing Support Manager

TAVI MEKETON

Managing Director

KIM NGUYEN

Director of Talent Acquisition

DON LEAVY

Managing Director

MARIE SAN JOSE

HR Technical Recruiter

RICHARD SHIPPEE

Director – Marketing & Communications

YANI TAN

Executive Assistant & Social Media Manager

BARRY WAGMAN, CPA

Managing Director

MARK BASINSKI

Senior Managing Director

DAVID KELLS, CPA

Managing Director

AKHIL ANAND

HR Technical Recruiter

Contact Us