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

  • Treasurer of the Ronald McDonald House of Norfolk, VA

  • Past President of the Board of Trustees, Strelitz International Academy

  • Treasurer, MOJO Health

  • 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.

Our Approach

We strive to embrace the future while incorporating a natural creative style that allows us to understand that it is more than just numbers—it is about people.

Going beyond traditional accounting and tax compliance work, we focus on proactive advice to help clients achieve their goals. Our reputation for precision, knowledge, skill, and insightfulness echoes the loyalty we experience.

Frequently asked questions

What is a Fractional CFO?

A Fractional CFO is a part-time Chief Financial Officer who provides high-level financial guidance and strategic support to businesses. This role typically includes financial planning, budgeting, forecasting, and advising on financial strategies to help the company grow and achieve its goals. Fractional CFOs bring extensive experience and can tailor their services to meet your organization's needs.

Can you provide guidance to our accounting team?

Yes, leadership and mentoring ensure compliance with accounting standards and enhance the efficiency of your financial operations. We work collaboratively with your team to optimize processes, implement best practices, and improve overall financial management.