Wendy Coleman Goldberg, CPA
Since graduating from Old Dominion University in 1996, Wendy’s entrepreneurial spirit has led the way as a trusted business advisor. Active in the community and currently serves as:
Founder & President, Benjamin Goldberg Foundation
Board of Trustees, President Strelitz International Academy
Treasurer, MOJO Health
HR Advisory Council, Richmond Ballet - The State Ballet of Virginia
Past Chair, Development Advisory Board, Children's Hospital of the Kings Daughters (CHKD)
Financial Planning and Analysis
Helping clients develop comprehensive financial plans to meet their short-term and long-term objectives, including budgeting, forecasting, and cash flow management. Conducting financial analysis to assess the financial health of a client's business, identifying areas for improvement and growth opportunities.
Tax Planning and Compliance
Advising clients on tax-efficient strategies for minimizing their tax liabilities while remaining compliant with tax laws and regulations. Assisting with tax planning for major life events, such as business acquisitions, real estate transactions, or estate planning.
Business Advisory and Consulting
Providing strategic business advice, such as helping clients with business expansion, restructuring, and strategic decision-making. Offering guidance on improving operational efficiency, implementing internal controls, and managing risk within the client's business.
Mentoring
Mentorship is an essential aspect of the modern business environment. We can help bridge the skill gap by offering our knowledge and experience to advancing young professionals. We can assist organizations in building a dynamic, skilled, and focused workforce by creating a program that accelerates and enhances growth, offers insights and knowledge, sets focused goals, keeps mentees accountable, encourages and motivates, builds connections, serves as a trusted ally, offers constructive feedback, and provides career guidance.
Succession Planning
Assisting business owners with developing and implementing succession plans to ensure smooth transitions of ownership and management within family-owned businesses or closely held companies. Helping clients address issues related to estate planning, wealth transfer, and preserving family wealth for future generations.
Education
Drawing on our extensive expertise and industry knowledge, we are passionate about sharing our insights with the broader business and nonprofit community. Wendy Coleman Goldberg, CPA is available for speaking engagements and lectures on a wide range of topics, including financial management, business development, and more. Whether it's a workshop or seminar, we are dedicated to empowering you with the knowledge and tools needed to succeed.