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Brian Wendroff, Managing Partner of Wendroff & Associates, CPA, was featured on the Accounting Automation podcast hosted by Sean Boyce.
Episode: Connecting Systems and Creating a Tech Stack with Wendroff & Associates, CPA’s Brian Wendroff
Listen here: Accounting Automation Podcast
In this episode, Brian shares how Wendroff & Associates became one of the first firms in the nation to offer complete online accounting solutions, and how technology continues to drive our ability to deliver strategic, year-round advisory services for entrepreneurs.
Following four years of military service, including a tour at the Pentagon for the Secretary of Defense’s Office, and experience with the International Accounting Standards Board in London, Brian founded Wendroff & Associates in 2006 with a clear mission: to redefine what clients should expect from their CPA firm.
Today, Wendroff & Associates is recognized as a future-focused CPA firm for today’s entrepreneurs, providing strategic accounting, outsourced CFO services, budgeting and forecasting, and high-level tax planning models — all powered by innovation and a people-first approach.
Brian and Sean discuss:
These tools and books were referenced throughout the conversation:
As Brian often says, “A CPA firm needs to think of its clients throughout the year, not just at tax time.”
This episode is a great listen for accountants, entrepreneurs, and firm leaders interested in leveraging automation to build more efficient and more impactful businesses.
