Wendy Coleman Goldberg, CPA
Since graduating from Old Dominion University in 1996, Wendy has built a reputation as a trusted business advisor, entrepreneur, and community leader. Growing up in a family of entrepreneurs, she was inspired by her parents' dedication, resilience, and vision—values that continue to shape her approach to business.
As the founder of W.C. Goldberg & Co., she brings decades of expertise in financial strategy, accounting, and business consulting, helping clients navigate complex financial landscapes with clarity and confidence.
Wendy is deeply committed to her community and serves:
Founder & President, Benjamin Goldberg Foundation – advancing the healing arts, social prescribing, and integrative wellness
Treasurer, Ronald McDonald House of Norfolk, VA – supporting families with critically ill children
Treasurer, MOJO Health – guiding financial strategy for an organization dedicated to health empowerment
Advisory Council Member, Richmond Ballet – The State Ballet of Virginia – advocating for the arts and cultural enrichment
Past President, Board of Trustees, Strelitz International Academy – leading strategic growth and educational initiatives
Past Chair, Development Advisory Board, Children's Hospital of The King's Daughters (CHKD) – driving philanthropic efforts for pediatric healthcare
Wendy also hosts Sundays with Wendy, a podcast exploring the intersection of healing, resilience, and creativity. Passionately, she leads initiatives to bridge the gap between healthcare and the arts, ensuring holistic healing resources reach those who need them most.
Her leadership in business and philanthropy reflects her unwavering dedication to creating meaningful change.
Guiding Organizations with Confidence and Clarity
From restructuring to leadership changes, W.C. Goldberg & Co. specializes in providing financial expertise, strategic planning, and personalized support to help businesses and nonprofits navigate periods of transition.
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.
Do you offer personalized financial advice?
Yes! Every business is unique, and we customize our approach to address your specific financial challenges and goals. We work closely with clients to develop tailored strategies aligning with their success vision.
How do I get started?
Contact us to schedule a consultation. We’ll take the time to understand your needs and determine how we can best support your financial and business goals.
Schedule a Transition Consultation Today.
Find Out How We Can Help Your Organization.
At W.C. Goldberg & Co., we understand that transitions—whether in leadership, ownership, or structure—can be challenging. Our goal is to provide the financial clarity and strategic support you need to thrive during these critical moments.