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Firms of the Future

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland

Published: May, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Introduction
    1 mins
  • What is an advisory service?
    2 mins
  • Emerging roles in the future CPA firms
    3 mins
  • Why should a firm consider advisory services?
    8 mins
  • COBRA approach for small and mid-sized firms
    10 mins
  • How to get started with advisory services?
    15 mins
  • The ‘grand slam’ followed by Whitman Business Advisors for partnering with CPA firms
    20 mins
  • Conclusion
    26 mins

Course Description

In this podcast, Shawn Parikh, CEO, Entigrity Offshore Staffing, takes a conversation forward on Building Kickass Offshore Team with Philip J Whitman, CPA, President, Whitman Business Advisors, and David Wolfskehl, Sr. Managing Director, Whitman Business Advisor. 

They discuss on following subjects:

  • What is an advisory service?
  • Emerging roles in the future CPA firms 
  • Why should a firm consider advisory services?
  • COBRA approach for small and mid-sized firms
  • How to get started with advisory services?
  • The ‘grand slam’ followed by Whitman Business Advisors for partnering with CPA firms

This podcast focuses on the emerging role of business advisory and how a CPA can proactively be a part of it.

Learning Objectives

  • To examine what is an advisory service
  • To discuss the emerging roles in the future CPA firms
  • To recall the COBRA approach formulated by the host speaker, Shawn Parikh
  • To elaborate on why should a firm consider advisory services

Recommended For

  • This Podcast is recommended for CPA, CFE, CMA, ACCA, CA-ICAEW, CA-Ireland, CA-Scotland, CPA-Ireland, accountants, and bookkeepers who wish to build a sustainable CPA firm that can stand in weather & storm. 

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Management Accountant (CMA)
  • Chartered Global Management Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Management Consultant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 0.5 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 0.5 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 0.5 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 0.5 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 0.5 CPE Credit of Business Process Improvement for Certified Management Accountants (CMA)
  • 0.5 CPD Credit for CA - ICAEW
  • 0.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 0.5 CPD Credit for Chartered Accountants - Scotland
  • 0.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

Expert Speaker

Philip Whitman

President, Whitman Business Advisors LLC

Whitman Business Advisors LLC specializes in succession strategies for CPAs and CPA firms.
Phil Whitman is one of the top experts in CPA firm growth and management; he brings a service philosophy and contributes unique perspective and skills to help you achieve your succession and acquisition goals.

■ Pre-merger services
■ Transaction assistance
■ Post-merger integration
■ Succession Planning, including selecting successors
■ Strategic placements
■ Talent acquisitions
■ Facilitation
■ Coaching
■ Profitability
■ Training

As the former Chief Operating Officer of one of the Top 30 CPA firms in the Nation, and 25 year veteran in public accounting, I have worked with top management in overseeing day-to-day operations and ensured efficiency and profitability. I truly understand the inner workings and executive decision making factors of the mid-sized firm. Additionally, my accounting experience includes audit work in a Big Four firm, tax work in a large international firm, as well as experience as the COO/CFO of a law firm. I have also served as a general partner in a restaurant/real estate venture. I have authored articles and have been a featured speaker for the Association of Legal Administrators NYC Chapter.

I am a member of the NYSSCPAs, immediate past Chair of the Management of the Profession Oversight Committee, an active member of the Large and Medium Firm Practice Management Committee and former Chair of the Human Resource Committee. I was the Conference Chair of the Foundation for Accounting Education’s 2010 and 2009 Practice Management Conference and the 2008 and 2007 CFOs, Controllers, and Financial Executive Conference.

Contact me directly to discuss how I can positively impact your organization: 212-983-0035. Feel free to connect with me on LinkedIn using my email address: pw@whitmanbiz.com 

About Company

Whitman Business Advisors LLC

www.whitmanbiz.com/

WHITMAN BUSINESS ADVISORS is a national consultancy that specializes in succession planning strategies for CPAs and CPA firms. WHITMAN BUSINESS ADVISORS provides merger and acquisition, strategic talent acquisition and practice management consulting services to small, medium and large firms; from sole practitioners to world-class global firms. We understand the industry and have solid relationships with leadership at many small, medium and Top 100 firms in the country. We pride ourselves in our consultative approach to hiring and practice growth through Mergers & Acquisitions. As a result of our relationships we are able to find you the best new partner for your firm, the best new partner position for yourself, or the best merger firm for your practice.

Expert Speaker

David Wolfskehl

Director of Operations - Training and Coaching, Whitman Business Advisors LLC

David’s role is to ensure the success of our team as well as create and deliver coaching and training programs that will help our clients reach their goals.

David has been an entrepreneur and a guide for entrepreneurs throughout his adult life. After graduation from the University of Arizona, David started A Bridgewater Copy and Print. Remaining within the printing industry for the next 17 years, David next started In A Bind, and merged his operation with Action Fast Print. Action Fast Print became the second largest quick printer in New Jersey for 2002 -2004, according to NJBIZ.

He is the author of The Micro Niche Method:The Pathway to Premium Pricing and Increased Profitability for Today’s CPAs and The Micro Niche Method: Narrow Focus Big Results (Volume 1), The Micro Niche Method is a process that brings Business development success to professional services firms – We have a focus on CPA’s and other consulting practices. If you feel like a commodity – have fee pressure or have trouble growing The Micro Niche Method is your solution.

David has received several business awards, including ARC Employer of the Year and Fortune Small Business Magazine Boss of the Year finalist.

About Company

Whitman Business Advisors LLC

www.whitmanbiz.com/

WHITMAN BUSINESS ADVISORS is a national consultancy that specializes in succession planning strategies for CPAs and CPA firms. WHITMAN BUSINESS ADVISORS provides merger and acquisition, strategic talent acquisition and practice management consulting services to small, medium and large firms; from sole practitioners to world-class global firms. We understand the industry and have solid relationships with leadership at many small, medium and Top 100 firms in the country. We pride ourselves in our consultative approach to hiring and practice growth through Mergers & Acquisitions. As a result of our relationships we are able to find you the best new partner for your firm, the best new partner position for yourself, or the best merger firm for your practice.

Host

Shawn Parikh

Chief Executive Officer (CEO), Entigrity Solutions LLC

Shawn Parikh is the Chairman and Founder of Entigrity Solutions LLC. With over 15+ years of experience, he spearheaded the company operations, forging the foundations of Entigrity that work closely and exclusively with the accounting community.  Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. Shawn understood numerous staffing-related challenges plaguing the accounting community. It is by that virtue that today Entigrity is serving 500+ accounting firms across North America.

Shawn is a Chartered Accountant by qualification, who began his career as a financial advisor in Insurance, Mutual Funds, and Retirement Plans. Shawn undertook public practice, serving small and Mid-size businesses, providing them with consulting and advisory services. Over time, he has provided consultation to 3000+ accountants and helped them convert some of their core challenges into opportunities.

His specialization areas include: 

  • Remote Working & Offshore Hiring for Accounting firms
  • Practice Management & Development
  • LinkedIn Marketing for Accountants
  • Accounting Technology

Shawn is known for his expert opinions on 

  • Build a 60% net margin Client Accounting Service Business
  • CAS & Advisory Practice services for accounting firms
  • Accountants need to think like Entrepreneurs

About Company

Entigrity Solutions LLC

www.entigrity.com/

Entigrity is a leading offshore staffing solutions provider to 600+ accounting and tax firms situated across the US, CA, and the UK). The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that works from our offices in India.

Headquartered in Sugar Land, TX, Entigrity has 7 offshore offices located across India; 3 of them in Ahmedabad and 1 each in Indore, Vadodara, Rajkot & Kochi. They are an ISO 27001:2013 certified organization for information security and ISO 9001:2013 certification for quality management. They exceed the standard compliances for best business practices in terms of information security and quality management. Entigrity has provided consultation/advice to over 3000 accountants and assisted them in converting some of their core challenges into opportunities. 

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