Firms of all sizes, from sole practitioners to top 10 global firms rely on him. Phil specializes in succession planning, M&A, talent acquisition & practice management consulting.
With firm management experience ranging from three partners, twelve employees, $2 million in revenues to a Top 30 firm in the Nation, with 48 partners, 400 employees, $100 million in revenues, there’s nothing Phil hasn’t seen.
As the Trusted Advisor to the Trusted Advisors Phil has expanded his CPA firm relationships and now helps small, medium and large CPA firms help their clients. Through the C Suite IMPACT LLC group of companies, Whitman as Chairman, brings everything from Fractional CFO, Business Intelligence, Deal Making including buy-side, sell-side and capital raising, as well as back office Client Accounting Resources. Whitman partners with the CPA firms and creates additional bottom-line revenue for the firms without them adding one new client or one new staff person.
Whitman 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. For over 25 years he has advised companies across North America.
When not focusing on strengthening existing business relationships Whitman enjoys connecting and building new relationships and prides himself on being a professional connector. Whitman has been married to Mia, his wife, for 30 years and enjoys time with his three adult sons, one an accountant, a pilot, and the youngest a techie.
Sia has spent all his career developing business improvement methodologies for Accounting and Law firms. He has created compelling marketing content, professional courses and workshops accredited for CPE, and seminars attended by hundreds of firms worldwide.
Sia has enabled hundreds of professional services firms, including former managers of the ‘Big 4’, to resolve issues that impeded their ability to achieve success beyond expectations.
Sia’s passion is to instill morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit,’ a strategy that has proven to be profitable.
Jody Grunden is an accounting visionary with over 20 years of experience. He currently sits as the chair for the Digital CPA (DCPA) advisory board. Jody has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. Together with his partner Adam Hale, Jody co-founded and serves as CEO of Summit CPA, which the pair launched in 2002. He is a member in good standing of the American Institute of Certified Public Accountants and the Indiana CPA Society.
Jody actively participates in numerous thought leadership endeavors, including podcasts on subjects such as essential forecasting software and critical strategies for CPAs hoping to launch their own virtual CFO firms. He is also the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud, and the winner of multiple awards, including recognition as 2020’s Top Innovative Practitioner by CPA.com.
