WTA Profit Team

Is your team performing at their highest potential? Let our WTA Profit Team help you unlock your team's full potential! Your employees are your firm’s most valuable asset. Empower them with clear roles, the right tools, and strong leadership to maximize productivity and drive profitability. When your team thrives, so does your firm. Contact our experts today: David E. Kells Jr.:?201-306-1810 |?[email protected] Andrew Ferrigno:?646-267-1744 |?[email protected] #FirmProfitability #CPAFirmStrategy #ProfitBoost #WhitmanTransitionAdvisors #CPAFirmGrowth

Are you focusing on the bigger picture or just the basics? Building a successful firm goes beyond speeding up tasks like tax filings. Andrew Ferrigno highlights the importance of hiring specialized roles, like data scientists, to ensure clean, actionable data that supports smarter decisions. Strategic investments in areas like learning, HR, and finance are just as vital as technology—because strong support systems keep your firm running smoothly every day. Want to rethink your firm’s investments? Reach out to Andrew Ferrigno and David E. Kells Jr. to explore how! #StrategicGrowth #FutureFocused #InvestInSuccess #WhitmanTransitionAdvisors

Heading to the Accounting Today PE Summit in Chicago today with David Wolfskehl! I'm thrilled to co-chair this incredible event together with Allan Koltin and Bob Lewis, bringing together CPA firms and #PrivateEquityLeaders. Tonight, we’re hosting dinners across three locations with over 60 attendees, including clients, private equity groups, and industry experts! This conference is all about education and opportunity—there’s never been a better time to be in #publicaccounting. If you’re at the Summit, let’s connect! If not, reach out, and I’ll be happy to share what you missed. See you there! Terry Putney David E. Kells Jr. Whitman Transition Advisors LLC WTA Profit Team #PESummit #CPAOpportunities #PrivateEquity #CPANetworkingEvent

Are your top performers walking out the door? Employee turnover often stems from a lack of clarity, support, or growth opportunities. The WTA Profit Team can help you address these challenges by optimizing team roles, creating better workflows, and building a workplace where your best talent wants to stay. Don’t lose your firm’s greatest asset—your people. Contact us today: David E. Kells Jr.:?201-306-1810 |?[email protected] Andrew Ferrigno:?646-267-1744 |?[email protected] #RetainTopTalent #EmployeeEngagement #CPAGrowth #WhitmanTransitionAdvisors #ProfitTeam

Is your firm missing out on the competitive edge that technology can provide? From streamlining workflows to delivering real-time insights, the right tech can revolutionize your firm’s operations. The WTA Profit Team can help you identify and implement the tools needed to drive efficiency, improve accuracy, and increase profitability. Don’t let outdated processes hold you back—contact our experts today: David E. Kells Jr.:?201-306-1810 |?[email protected] Andrew Ferrigno:?646-267-1744 |?[email protected] #TechAdvantage #CPAInnovation #ProfitBoost #WhitmanTransitionAdvisors #FutureReadyCPA

Is inefficiency holding your firm back from reaching its full potential? Let our WTA Profit Team guide you to success! Doubling your efficiency doesn’t mean doing more—it means doing the right things better. With smarter strategies and streamlined processes, you can boost productivity, improve client satisfaction, and drive profitability. Ready to transform your firm? Contact our Profit Team experts today: David E. Kells Jr.:?201-306-1810 |?[email protected] Andrew Ferrigno:?646-267-1744 |?[email protected] #EfficiencyMatters #ProfitBoost #CPAExcellence #WhitmanTransitionAdvisors #SmartGrowth

Future-proofing isn’t just about keeping up—it’s about staying ahead! By optimizing your team, streamlining processes, and leveraging the latest technology, you can set your firm up for lasting success in a rapidly changing industry. Want to ensure your firm is built for the future? Connect with our Profit Team experts: David E. Kells Jr.:?201-306-1810 |?[email protected] Andrew Ferrigno:?646-267-1744 |?[email protected] #FutureReady #SustainableSuccess #WhitmanTransitionAdvisors #CPAIndustry #CPAProfitBoost

Tired of watching profits slip through the cracks? By empowering your team, refining your processes, and adopting the right technology, you can turn things around and drive sustainable growth. Don’t leave your firm’s success to chance—these strategies are proven to maximize profitability and efficiency. Want to see how it’s done? Connect with our experts: David E. Kells Jr.:?201-306-1810 |?[email protected] Andrew Ferrigno:?646-267-1744 |?[email protected] #ProfitBoost #EfficiencyMatters #CPAProfitBoost #WhitmanTransitionAdvisors #CPAFirmGrowth

Did you know that prioritizing efficiency can directly impact your firm’s profitability? Firms that streamline processes not only boost their bottom line but also see a rise in client satisfaction. Efficient operations mean faster, more accurate service—keeping both profits and clients happy. Ready to see how streamlined processes can benefit your firm? Contact our Profit Team - David E. Kells Jr. and Andrew Ferrigno to learn more! #EfficiencyMatters #ProfitBoost #ClientSatisfaction #WhitmanTransitionAdvisors #CPAFirmAdvisory

Are outdated processes slowing down your firm’s profitability? Regularly reviewing and refining your firm’s processes is essential for staying competitive and efficient. Small adjustments can eliminate bottlenecks, improve productivity, and boost your bottom line. Want help identifying areas for improvement? Contact our Profit Team experts: Andrew Ferrigno: 646-267-1744 | [email protected] David E. Kells Jr.: 201-306-1810 | [email protected] #ProfitabilityTip #ProcessOptimization #EfficiencyBoost #WhitmanTransitionAdvisors #CPAProfitBoost