What Wendroff & Associates does

Wendroff & Associates, LLC is a veteran-owned, privately held CPA firm founded in 2006 by Brian Wendroff and headquartered at 2900 S Quincy St, Arlington, Virginia. The firm provides tax preparation and year-round strategic tax planning, full-cycle bookkeeping and accounting, fractional CFO advisory, business budgeting and forecasting, QuickBooks Online consulting as certified ProAdvisors, multi-state and local tax services, and specialized DCAA-compliant accounting for government contractors. Its core customer base consists of entrepreneurs, small and mid-sized businesses, government contractors, non-profit organizations, technology startups, law firms, and high-net-worth individuals across Virginia, Maryland, and Washington DC.

The firm operates a tech-forward service model built on QuickBooks Online (and QuickBooks Desktop), WiseCost, Deltek, Unanet, Procas, HubSpot CRM, Zapier workflow automation, Google Workspace, and Microsoft Office Suite, supported by an in-house content and podcast presence ("The Entrepreneur's Accountant"). It markets AI and automation services, AI-driven budgeting/forecasting, and ChatGPT-based small business finance guidance. The team comprises approximately 30 professionals including partners, managers, senior accountants, staff accountants, and administrative personnel, with credentials spanning CPA, Enrolled Agent, AICPA membership, Virginia Society of CPAs membership, BBB accreditation, and multi-state licensure (DC, VA, NY, NC, IL, CA, Pakistan ACA, UK CIMA), and includes alumni of PwC, KPMG, and EY.

Wendroff & Associates generates revenue through professional services fees across its tax, bookkeeping, advisory, and compliance lines under a quote-based pricing model that is not publicly disclosed. The firm is bootstrapped with no institutional funding rounds, no parent company, and no M&A activity on record. Go-to-market is consultative and sales-led, emphasizing free consultations, long-term advisory relationships, and a referral-driven regional presence, complemented by a content-marketing engine (prolific blog, podcast, newsletter, community engagement via the Arlington Chamber of Commerce and National Veteran Small Business Coalition). The firm is led by Brian Wendroff (Managing Partner), Eric Wilder (Partner & COO), and Tariq Majeed (Partner & Senior Manager), with Eric Wilder serving as Enrolled Agent.

Name

Wendroff & Associates

Legal name

Wendroff & Associates, LLC

Website

https://wendroffcpa.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Wendroff & Associates is a veteran-owned CPA firm in Arlington, VA, founded in 2006, providing tax preparation, bookkeeping, fractional CFO advisory, and DCAA compliance accounting to small and mid-sized businesses, government contractors, startups, law firms, nonprofits, and individuals across Virginia, Maryland, and Washington DC.

Ownership category

akta.pro rank

Product category

CPA Tax & Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Investment Advice (6282)

akta.pro primary industry

Tax-Aware Investment Planning (FSAEAAAE)

akta.pro secondary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Tax preparation services
• Bookkeeping services
• Fractional CFO advisory
• Government contract accounting
• QuickBooks consulting

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation & Planning: Individual and business tax return preparation and year-round strategic tax planning services
2. Bookkeeping & Accounting: Ongoing bookkeeping, accounting, and financial statement preparation services
3. CFO Advisory Services: Fractional CFO advisory and business consulting services providing CFO-level insight to entrepreneurs
4. DCAA Compliance Services: Specialized government contractor accounting compliance services including preaward surveys, audit readiness, and rate analysis

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Wendroff & Associates is a full-service CPA firm delivering tax preparation, strategic tax planning, bookkeeping, accounting, and fractional CFO advisory services to entrepreneurs, small to mid-sized businesses, government contractors, law firms, nonprofits, and individuals across Virginia, Maryland, and Washington, DC. The firm additionally provides DCAA-compliant accounting, QuickBooks Online consulting, accounting automation, and state & local tax services as specialized offerings.

Product overview

Wendroff & Associates is a full-service CPA firm offering a comprehensive suite of accounting, tax, and advisory services. The core offering includes Bookkeeping & Accounting Services, Strategic Tax Planning, and Tax Preparation, supported by specialized services such as DCAA Compliant Accounting for government contractors, QuickBooks Online ProAdvisors for software implementation, and State & Local Tax services. The firm also provides higher-level advisory offerings including Fractional CFO Advisory Services and Business Budgeting & Forecasting. Accounting Automation represents their technology-forward approach to streamlining client workflows. Built on a tech-forward culture leveraging tools like QuickBooks Online, HubSpot, Zapier, and custom integrations, the firm serves small to mid-sized businesses, government contractors, startups, tech companies, law firms, and nonprofit organizations across Virginia, Maryland, and Washington, DC.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping & Accounting Services Full-service bookkeeping and accounting support including monthly reconciliations, full-cycle accounting, and financial reporting for small to mid-sized businesses.
• Strategic Tax Planning Services Proactive tax planning and strategy services throughout the year to minimize tax liability and optimize tax positions for individuals and businesses.
• Tax Preparation Services Federal, state, and local tax return preparation for individuals, LLCs, Partnerships, S Corps, C Corps, trusts, and estates.
• Fractional CFO Advisory Services CFO-level strategic financial guidance, business consulting, and financial perspective beyond traditional accounting relationships for business owners.
• Business Budgeting & Forecasting Annual budget development, financial forecasting, and budget vs. actuals analysis to help business owners plan and track financial performance.
• QuickBooks Online ProAdvisors Certified QuickBooks Online specialists providing consulting, implementation, setup, training, and ongoing support for QuickBooks users.
• Accounting Automation Technology stack and automation services to drive accounting efficiency and streamline business operations using modern tools and workflows.
• DCAA Compliant Accounting Defense Contract Audit Agency compliant accounting services for government contractors including DCAA preaward surveys, timekeeping, labor distribution, and audit readiness.
• State & Local Tax Services Multi-state tax preparation and planning, state income tax filing, business personal property taxes, and local tax compliance for Virginia, Maryland, and DC.

Quantifiable outcome

• Government contractor client grew average of 70% over two years with budget and forecast implementation
• +1 more outcomes

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability4 records

Feature2 records

Partnerships

Two partnerships are on record, tiered minor and core.

• National Veteran Small Business Coalition (NVSBC)minorGTM or Marketing PartnerExclusive partnership offering NVSBC members 10% discount on all tax and accounting services. As a veteran-owned business, Wendroff & Associates supports veteran entrepreneurs through this membership benefit.
• QuickBooks Online ProAdvisorscoreTechnology or IntegrationCertified QuickBooks Online ProAdvisors providing implementation, training, and consulting services for QuickBooks users. Firm offers QuickBooks-related training and support.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• GRF CPAs & Advisors: Mid-sized CPA and advisory firm headquartered in the DC metro area serving nonprofits, government contractors, and small to mid-sized businesses — directly comparable in size, vertical mix, and regional footprint.
• Councilor, Buchanan & Mitchell (CBM): DC-area CPA firm of comparable size providing tax, audit, accounting, and advisory services to small/mid-sized businesses, nonprofits, and government contractors — direct overlap on services, verticals, and geography.
• Thompson Greenspon: Northern Virginia-based CPA and advisory firm serving closely held businesses, nonprofits, and individuals with tax, accounting, and outsourced CFO services — strong overlap on service mix and regional market.
• Aronson LLC: Rockville, MD-based mid-sized CPA and advisory firm offering tax, audit, government contracting, and CFO advisory — directly comparable on DCAA government-contractor specialty and DC-metro reach.
• Keiter: Virginia-based CPA firm serving private businesses, nonprofits, and government contractors with tax, accounting, and advisory — comparable in size, regional focus, and government-contracting niche exposure.

Broad incumbents

• Withum: Larger regional CPA and advisory firm with full-service offerings across tax, accounting, audit, and outsourced CFO — overlaps on SMB tax/accounting/advisory but at meaningfully greater scale and national footprint.
• Cherry Bekaert: Top-30 US accounting firm with strong government-contracting and SMB practice including DCAA services — overlaps on specialty niches but operates at national scale with audit capabilities Wendroff lacks.
• Sikich: Mid-market professional services firm offering accounting, tax, technology, and advisory — overlaps on outsourced CFO and SMB tax/accounting services but at larger scale and broader geographic reach.
• Aprio: Top-50 US accounting and advisory firm with government-contracting, CFO advisory, and SMB tax practices — comparable service mix but materially larger scale and national presence.

Emerging players

• Pilot.com: Tech-enabled bookkeeping and CFO services firm targeting startups and SMBs with automation-first delivery — comparable client segments and CFO advisory offering but with a software-native, remote-first operating model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wendroff-associates-cpa
• Facebookfacebook.com/wendroffcpa
• Xx.com/wendroffcpa

Compliance12 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wendroff & Associates