About B.D. Smith Wealth
Financial Clarity With Purpose
B.D. Smith Wealth is a CPA firm based in Virginia Beach, serving individuals, families, professionals, and business owners across the United States. We help clients bring greater structure to their finances, understand the decisions in front of them, and move forward with more clarity.
CPA-led • Faith-rooted • Strategy-focused
Who We Are
Built for Clearer Financial Decisions
Knowledge. Experience. Dedication.
B.D. Smith Wealth was built on a simple belief: when you understand your finances, you can make decisions with greater confidence, clarity, and purpose.
Our work brings together tax preparation, tax planning, bookkeeping, business advisory and strategic planning, and financial planning. Instead of treating each area as a separate conversation, we help clients understand how the pieces of their financial lives connect.
Whether you are preparing a personal or business return, leading a growing company, building a real estate portfolio, or planning for your family’s future, our goal is to give you a more organized financial picture and a clearer path forward.
We are based in Virginia Beach and work with clients nationwide through a primarily virtual service model, while continuing to support our local community.
The Founder
Bri Smith, CPA
With more than a decade of experience in tax strategy and financial planning, Bri helps families and business owners turn financial complexity into clearer, more purposeful decisions. As a CPA and Wealth Strategist, her work centers on helping clients understand their numbers, build stronger financial systems, and think beyond the next deadline.
“A good man leaves an inheritance to his children’s children.” Proverbs 13:22
Rooted in faith and strategy, Bri’s approach to wealth is centered on stewardship. She believes strong financial guidance should help clients see both what requires attention today and what they are building toward over time.
Our Core Values
Be a S.T.A.R.
Our values guide the way we serve clients, work as a team, and make decisions every day.
S
Serve Like Jesus
We lead with compassion, humility, and love, putting people first in everything we do.
T
Take Accountability
We take ownership of our work, our communication, and the outcomes we deliver.
A
Act With Integrity & Excellence
We do what is right, pursue accuracy, and uphold high standards at every step.
R
Rejoice in the Journey
We celebrate progress, value family, and create an environment where clients feel supported, encouraged, and uplifted.
These values shape the client experience and set the tone for how B.D. Smith Wealth operates every day.
Stewardship in Practice
A Commitment Beyond the Firm
“Every man shall give as he is able, according to the blessing of the Lord your God which He has given you.”
At B.D. Smith Wealth, stewardship extends beyond the financial strategies we discuss with clients. The firm commits 10% of its profits to its local church and community initiatives as a practical expression of that belief.
10%Committed to community
How We Work
Simple. Clear. Organized.
Our process is designed to reduce uncertainty, keep communication clear, and help you understand what comes next.
01
Flexible Presence
We serve clients across the United States virtually, with in-person support available for clients in Virginia Beach and nearby communities when appropriate.
02
Intentional Communication
We use organized requests, clear follow-up, and structured communication so you know what is needed, what is happening, and what comes next.
03
Connected Guidance
From bookkeeping and taxes to business strategy and financial planning, we help you understand how financial decisions can affect one another.
Featured Media
Conversations Beyond the Office
Bri has shared practical tax and financial insights through local media and business platforms.
Media Appearance
Featured on 13News Now
Bri joined 13News Now to discuss tax season, common filing mistakes, planning considerations, and other practical tax topics.
Triathlon Gold Medal Winners
Featured on the Cover of Black Business Olympics Magazine
Ready for the Next Step?
Ready to Build With Greater Clarity?
Whether you need help organizing the financial side of your business, planning ahead for taxes, or creating a clearer strategy for your long-term goals, the next step starts with a conversation.
