Brian Wendroff, CPA
Founder of Wendroff & Associates and a recognized leader in small business advisory, tax strategy, and accounting automation — serving as BRIM’s dedicated tax and accounting partner.
The Entrepreneur’s CPA
Brian Wendroff founded Wendroff & Associates in 2006 after four years of military service, including a tour at the Pentagon for the Secretary of Defense’s Office, and professional experience at the International Accounting Standards Board in London and a local CPA firm. He quickly established himself as an “Entrepreneur’s CPA” by building one of the first firms nationwide to offer fully integrated online accounting solutions.
Under his leadership, Wendroff & Associates has grown every year since inception, with a focus on strategic business advisory services: outsourced CFO consulting, budgeting and forecasting, accounting automation, and multi-entity tax planning. Brian’s philosophy is built on year-round partnership rather than seasonal compliance — a mindset that has earned him recognition as a Top Financial Adviser by Washingtonian Magazine in 2022 and 2024.
As BRIM’s tax and accounting partner, Brian works directly with Christopher Passarelli to coordinate tax-loss harvesting, Roth conversion timing, bracket management, and multi-state filing strategies — ensuring every investment decision is made with its full tax consequence in view.
Professional Background
Disciplines & Expertise
Core competencies that Brian brings to every BRIM client relationship.
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