Episode 43 | AI, Automation, and Tax Strategies with CPA Brian Wendroff

🤝 Welcome to Episode 43 of Living Richly with Curo!

 

Our guest, Brian Wendroff, CPA, is a recognized leader in the DC metro accounting community and the visionary founder of Wendroff & Associates, CPA, established in 2006.

 

💼 Known as the "Entrepreneur's CPA," Brian has pioneered the integration of AI and automation into tax and financial management, redefining traditional accounting with innovative solutions that deliver operational efficiencies and real-time insights.

 

His commitment to business growth and strategic problem-solving extends beyond tax season, helping clients reach new heights year-round.

 

🎓 A graduate of George Mason University, Brian is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. His expertise has led him to serve on Intuit’s QuickBooks Online Advisory Board, and he is frequently invited to speak to professional organizations and educational institutions about best practices in business taxes and accounting.

 

📰 Brian’s standout contributions to the accounting industry have earned him numerous accolades, including being named "Top Financial Advisor" by the Washingtonian, one of the "Top Financial Professionals" in Northern Virginia Magazine, and consistently leading the "Best CPA Firm in Arlington" as recognized by Arlington Magazine.

 

🔑 In this episode, Brian shares key insights on tax-saving strategies, automation for efficiency, and essential financial steps for business owners—and more! Whether you're launching a new venture or optimizing an existing one, these practical tips can help you make smarter financial decisions.

 

🔗 Resources Mentioned:

 

Product Hunt: https://www.producthunt.com/

Zapier: https://zapier.com/

 

👤 Connect with Brian Wendroff & Wendroff CPA:

 

Website: https://www.wendroffcpa.com/

LinkedIn: https://www.linkedin.com/company/wendroff-&-associates-cpa/

Facebook: https://www.facebook.com/wendroffcpa

YouTube: https://www.youtube.com/@wendroffassociatescpa

 

Live richly!

 

✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!

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