Is your business ready to embrace the future? Join us for an engaging discussion led by Brian Wendroff, Managing Partner at Wendroff & Associates. Discover how AI and automation are transforming businesses across industries. 

Learn practical strategies for 

• streamlining workflows
• enhancing business development
• improving customer experiences
• reducing operational burdens for tax and accounting professionals.

Future-Proof Your Firm: Gain insights into how AI and automation are reshaping business operations, improving efficiency, and driving innovation. Explore practical examples and case studies of how these combined tools are already making an impact, saving time, and creating measurable value.

Speaker: Brian Wendroff, Managing Partner at Wendroff & Associates

Following four years of Military service, including a tour at the Pentagon for the Secretary of Defense’s Office, and work experience as a staff accountant at the International Accounting Standards Board in London, England, as well as a local CPA firm, Brian founded Wendroff & Associates, CPA in 2006. He quickly established himself as an “Entrepreneur’s CPA” and an expert in technologically advanced accounting systems, being one of the first firms nationwide to offer complete online accounting solutions. 

Since its founding, Wendroff & Associates has grown in size each year, and Brian has continued to upgrade the firm’s business advisory services to include outsourced CFO consulting, budgeting and forecasting, accounting automation, and high-level tax planning services. As Brian is fond of saying, “A CPA firm needs to think of its clients throughout the year, not just at tax time.”

Brian provides strategic consulting to the firm’s small business and nonprofit clients, working closely with entrepreneurs to help them develop sophisticated accounting systems to make more informed business decisions to grow their organizations. As a Service Disabled Veteran, Brian also works with government contractors, who are often Veterans, to develop strategic cost-cutting systems and multi-state tax strategies as well as DCAA Compliance..

Brian is a graduate of George Mason University. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. He previously served on Intuit’s QuickBooks Online Advisory Board. Brian is often asked to speak to professional organizations and educational institutions about best practices for business taxes and accounting. 

Brian’s favorite part of being a CPA is working with business owners to help them reach their organizational goals and create opportunities. Ask him why, and he will tell you, “Entrepreneurs solve problems; that’s what they do. And to be part of their team, to help them create solutions, that’s the most rewarding part of the job.”

Under Brian’s leadership, Wendroff & Associates’ approach to proactively providing tax and accounting advice year-round, the embrace of leading-edge technology, and its innovative company culture has helped clients reach their goals and has grown the firm year-over-year. 
 

AI is transforming accounting, bringing new opportunities — and ethical challenges. This course explores how CPAs can responsibly integrate AI into their work while maintaining ethical principles like transparency, accountability and fairness.