Biography
As Director of Client Accounting Services, Wendy heads outsourced bookkeeping, payroll management, financial reporting, tax compliance, CFO services and advisory services. Featured in Forbes, CBS and Fox, Wendy is a celebrated author with 25+ years of tax and accounting experience. Since selling her tax and accounting firm in 2021, Wendy has played a pivotal role in helping firm owners across the US optimize their systems and increase profitability.
