Connecting Systems and Creating a Tech Stack with Wendroff & Associates, CPA’s Brian Wendroff

Accounting Automation

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 and 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 services, budgeting and forecasting and high-level tax planning models, and free accounting and tax strategies on its social media.

As Brian is fond of saying, a CPA firm needs to think of its clients throughout the year, not just at tax time. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

• Thinking of automation in terms of the process behind it.
• How automation can improve workflow efficiency.
• Workflow efficiency tools that can bring systems together.
• How to learn about new technologies that improve workflow.
• How difficult it is to learn how to use automation technology.
• The impact automation can have on tax season.
• How accounting teams respond to new automation technologies.

Resources:

• Wendroff & Associates
• QuickBooks
• Zoom
• Gmail
• Slack
• Zapier
• Built to Sell
• The E-Myth Revisited
• NxtStep

Connecting with Brian Wendroff:

• LinkedIn
• Email

Connecting with the host:

• Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/