Explore Whitley Penn Advisory

Whitley Penn’s Advisory team develops strategies for clients from small businesses to large corporations throughout the US and globally. We’ve compiled a selection of our Advisory services, insights, and resources for you below. Select an option to jump to that section.

Advisory & Consulting Offerings

Client Accounting & Advisory Services (CAAS)

Our CAAS Practice includes a full spectrum of business transformation solutions to help companies grow, scale, and make informed decisions. We deliver outsourced accounting solutions, including monthly accounting, payroll, and tax record management.

Controllership & Interim Advisory

Our combined services can offer the oversight of a controller and the insight of a fractional CFO. From accounting controls and close management, to revenue and cash flow forecasting, budgeting, and more, we can help support your organization and vision.

Cybersecurity

Our goal is to protect your organization from cyber threats, ensure regulatory compliance, and maintain business continuity. We advise clients in a variety of cybersecurity matters including risk assessments, CISO advisory, and penetration testing.

Deal Advisory

We provide support to clients navigating complex business transactions. We assist with mergers, acquisitions, divestitures, and other corporate restructuring activities by offering financial analysis, valuation insights, and transaction readiness assessments.

Digital Services

Whitley Penn’s Digital Services practice assists businesses in evaluating their operations and developing strategic roadmaps to optimize costs, manage change, and align with organizational goals.

Energy Accounting & Consulting

Our team serves the oil and gas segment of the energy industry. We offer services including Accounting & Consulting, Land & Asset Administration, and Mineral Management solutions.

Forensic & Litigation Services

Our Forensic & Litigation Services team has decades of experience and credentials such as CPAs, JDs, CFEs, and ABVs. We understand the litigation and trial process and provide reliable analysis and testimony in courts nationwide.

Fund Administration

We offer an array of accounting and investor relations services designed to meet the needs of investment fund clients. Our focus is primarily accounting based, generating financial reports and calculating investor allocations.

Healthcare Advisory

The Whitley Penn Healthcare team provides consulting services tailored to the nuances of different healthcare settings. We manage your business challenges so that you can focus on what matters most – your patients and providers.

Mineral & Asset Management

Our team has extensive experience and knowledge of the Oil & Gas industry. We pride ourselves on our industry backgrounds and our dedication to providing effective strategies for maximizing the value of mineral assets.

Valuation

We understand that business valuation is as much an art as it is a science. Our professionals combine quantitative knowledge and analytical skills with the qualitative experience to provide independent opinions our clients can trust.

Wealth Management - WPWealth

Our dedicated financial advisors strive to be your most trusted partner in wealth management. We proactively monitor the financial market and develop tailored recommendations to help you achieve your financial goals.

Save the Date: 2026 Whitley Penn Energy Conferences

Our Fueling the Future Energy Conference series returns in 2026. We offer conferences in Fort Worth (9/17), the Permian (9/23),
Dallas (10/21), and Houston (10/29). Join the mailing list to be notified when registration opens in your market.

Advisory Insights & Resources

Explore podcast episodes, insights, and service line brochures spanning our different Advisory services, from Mineral Management and Data Analytics to Outsourced Accounting and Wealth Management.

More Upcoming Events

Get on the list for our upcoming Healthcare and IMPACT Nonprofit conferences. Dates will be announced
soon - be the first to know.

Meet the Partner-in-Charge

Irfan Dossani

Partner-in-Charge of Advisory

Irfan Dossani is the Partner-in-Charge of Advisory at Whitley Penn, where he is focused on expanding the firm’s strategic advisory capabilities across a myriad of industries. His leadership style encourages innovation, growth, and transformation—driving new investments, acquisitions, and strategic technology partnerships to enhance existing service lines. In 2018, Irfan founded Whitley Penn’s Client Accounting & Advisory Services (CAAS) group, which remains one of the firm’s fastest-growing practices. His vision and execution alike have positioned CAAS as a cornerstone of the firm’s advisory offerings.

Hover over Irfan’s headshot to read his full bio, view contact information, or connect on LinkedIn.

Meet the Partner-in-Charge

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