myCPE

Firms of the Future 0.5 Credit

Firms of the Future 0.5 Credit

  • Rating

    4.4

  • Reviewed on

    February, 2025

  • Subject Area

    Business Mgmnt and Org

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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

Course Overview

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.

On Demand Credits for All Qualifications

License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Business Mgmnt and Org for CPA in Canada 0.5 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 0.5 CPE Eligible
Business Mgmnt and Org for Certified Fraud Examiner (CFE) 0.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 0.5 CPD Eligible
Chartered Accountant - ICAEW 0.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 0.5 CPD Eligible
Chartered Accountants - Scotland 0.5 CPD Eligible
CPA - Ireland 0.5 CPD Eligible

Additional Information

Credits

0.5

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

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.

About Experts

Philip Whitman | Speaker on Accounting & Taxation | My-CPE

Philip Whitman

President, Whitman Business Advisors LLC

  • 4.3
  • rating
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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.

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

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

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Reviews and Ratings

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Mohmmadzuber Shah, Others

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The podcast has elaborate the overall future of CPA firms in the way to merging and providing advisory service instead of traditional practice of TAX return filling, Audit and Accounting.

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