The Practitioner's Edge, Ep. 3: Insights for Small Firm Success

The Practitioner's Edge, Ep. 3: Insights for Small Firm Success

From FICPA Podcasts by FICPA Podcasts

May 7, 2026 · 37 min · Episode 486

About this episode

This episode features insights from Laurence Whittam on strategies for small CPA firms to succeed in a changing profession.

Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner’s Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession.This month, we’re joined by Laurence Whittam, practice leader and advisor with Whitman Advisory. Whitman Advisory has helped CPA firms for more than 20 years, educating them on their options when seeking global talent. “The words ‘outsourcing’ and ‘offshoring,' I think everyone’s burnt out by those, right? I want to make sure you’re using a good provider that has the right infrastructure in place … the right model that aligns with your vision.” Laurence Whittam | LinkedIn FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite.

People in this episode

Host: Dan Henn

Guest: Laurence Whittam

Topics covered

  • small firm success
  • outsourcing
  • offshoring
  • CPA strategies
  • industry trends

Keywords

  • CPA
  • small firm
  • outsourcing
  • offshoring
  • global talent
  • practice management

Mentioned in this episode

Organizations: Whitman Advisory, FICPA

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