Brian Wendroff, CPA
What do your clients need to know about working with you?
Our goal is to talk with our clients throughout the year, not just at tax time, and develop a long-term relationship to become their trusted adviser. We are proactive and offer a broad range of services from individual and business tax preparation to tax planning to CFO consulting and more. The individual attention we pay to our clients is unrivaled in the professional service industry. We’re extremely accessible, taking time to answer client questions throughout the year and respond quickly to calls and emails. We ensure our clients meet reporting requirements they sometimes don’t even know exist (which can result in large penalties should they not comply). Our biggest strength is our people. We take pride in the friendliness, education and diversity of our staff—everyone is highly knowledgeable of the tax code and they are great communicators.
What type of client do you specialize in?
Mainly businesses and organizations that feel they want more proactive service from their accounting partner. Specifically, growing businesses, non-profit organizations, government contractors, startups, S Corporations, Partnerships, C Corporations and individuals with complex accounting needs. We strive to allow business owners and executive directors to focus on their growing organizations while we focus on their tax issues. We’ve built our services to scale with our clients by offering QuickBooks training and support for growing organizations to full bookkeeping and CFO consulting for organizations looking to scale upwards. Our outsourced CFO Consulting is a service we’ve seen really boost our clients. Through budgeting and forecasting, financial modeling and analysis of expenditures, we’ve helped some clients realize revenue increases of more than 60 percent and get a better picture of what’s needed to move their organizations to the next level.
Business and individual tax services, NGO and Government Contractor accounting, full service bookkeeping, QuickBooks training, CFO consulting; Certified QuickBooks Professionals; Budgeting & Forecasting, and in-depth tax planning.