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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

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Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

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Philip Whitman CPA (US)

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CPA Firm Consulting
Experience in Years: 15
Hours of content created: 100

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.