Insights

AI-powered value Whitman Advisory recently launched valueMyCPAFirm.com, an AI-driven tool to assess market value. This represents an opportunity to position complementary valuation services, benchmarking offerings, and advisory packages around firm valuation and strategic growth.

Interim leadership The introduction of interim CFO services signals demand for leadership continuity during transitions or growth phases. Sales opportunities exist to offer interim financial leadership, strategic planning, cash flow management, and governance enhancements to mid-market firms.

SME market focus With 11-50 employees and a revenue range of 10-25 million, Whitman Advisory operates in a mid-market segment ripe for scalable accounting and advisory solutions, including outsourced finance, governance, and performance improvement projects.

Tech-enabled services Leveraging cloud, analytics, and security tools (Cloudflare, Google Analytics, KnowBe4, Microsoft stack) suggests readiness for digital transformation engagements, cloud-based financial systems, cybersecurity for finance, and data-driven decision support services.

Growth-ready momentum Recent press indicates ongoing productization and client-value focus, offering avenues to pitch strategic advisory, value-based pricing models, and expanded services to existing clients seeking efficiency gains and measurable impact.

Similar companies to Whitman Advisory

AlphaPoint
100$100M - $250M

Whitman Advisory Tech Stack

Whitman Advisory uses 8 technology products and services including Cloudflare, WordPress, Microsoft, and more. Explore Whitman Advisory's tech stack below.

Cloudflare
Content Management System
WordPress
Content Management System
Microsoft
Miscellaneous
KnowBe4
Security
Google Analytics
Web Analytics
GoDaddy
Web Hosting
Apache
Web Servers
Magnific Popup
Web Tools And Plugins

Media & News

Whitman Advisory's Email Address Formats

Whitman Advisory uses at least 2 format(s):

Whitman Advisory Email Formats	Example	Percentage
FLast@whitmanbiz.com	JDoe@whitmanbiz.com	74%
Last@whitmanbiz.com	Doe@whitmanbiz.com	17%
LF@whitmanbiz.com	DJ@whitmanbiz.com	5%
First@whitmanbiz.com	John@whitmanbiz.com	4%
FLast@whitmanadvisory.com	JDoe@whitmanadvisory.com	100%

Frequently Asked Questions

What is Whitman Advisory's official website and social media links?

Whitman Advisory's official website is whitmanadvisory.com and has social profiles on LinkedIn.

How much revenue does Whitman Advisory generate?

As of July 2026, Whitman Advisory's annual revenue is estimated to be $10M - $25M.

What is Whitman Advisory's NAICS code?

Whitman Advisory's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Whitman Advisory have currently?

As of July 2026, Whitman Advisory has approximately 42 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer And President: C. P. W.Chief Executive Officer: T. P.Executive Assistant To Chief Executive Officer: Y. T.. Explore Whitman Advisory's employee directory with LeadIQ.

What industry does Whitman Advisory belong to?

Whitman Advisory operates in the Accounting industry.

What technology does Whitman Advisory use?

Whitman Advisory's tech stack includes CloudflareWordPressMicrosoftKnowBe4Google AnalyticsGoDaddyApacheMagnific Popup.

What is Whitman Advisory's email format?

Whitman Advisory's email format typically follows the pattern of FLast@whitmanbiz.com. Find more Whitman Advisory email formats with LeadIQ.

When was Whitman Advisory founded?

Whitman Advisory was founded in 2008.

Whitman Advisory

Q: What is Whitman Advisory's official website and social media links?

Whitman Advisory's official website is whitmanadvisory.com. Whitman Advisory has social profiles on LinkedIn.

Q: How many employees does Whitman Advisory have currently?

Whitman Advisory has approximately 42 employees.

Q: What technology does Whitman Advisory use?

Whitman Advisory's tech stack includes Cloudflare Bot Management, Microsoft Word, QuickBooks, Cloudflare, jQuery Mobile.

Q: What is Whitman Advisory's NAICS code?

Whitman Advisory's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingNew York, United States11-50 Employees

Whitman Advisory is a mid-sized accounting practice based in New York City, New York. It provides customized financial and advisory support through a multidisciplinary team to help clients achieve their objectives and drive measurable results. The firm’s work is guided by core values of integrity, collaboration, and performance. In February 2026, Whitman Advisory launched an interim CFO services offering to assist organizations navigating leadership transitions, rapid growth, or financial challenges. The company serves client organizations seeking strategic financial guidance and tailored, practical solutions within the accounting and advisory space.

Company Overview

Website: whitmanadvisory.com
NAICS Code: 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded: 2008
Employees: 11-50