Wendy Barlin Cpa

Wendy Barlin Cpa Email and Phone Number

Managing Director @ Whitman Transition Advisors LLC
Ponte Vedra Beach, FL, US
Wendy Barlin Cpa's Location
Ponte Vedra Beach, Florida, United States, United States
About Wendy Barlin Cpa

Wendy Barlin, CPA, is an author, professional speaker and business consultant. Wendy has spent her entire career helping people keep more of their hard earned money with tax strategies and cash management plans.Wendy is a published author. Her book,"That’s Deductible! Simple Tips and Tricks to Find More Business Tax Deductions", is available on Amazon at: https://www.amazon.com/Thats-Deductible-Simple-Business-Deductions-ebook/dp/B07XZMBTVKOn a personal level, Wendy is an avid reader of books and a lover of nature who spent a year traveling the world with nothing more than a bag of clothes and a dream.

Wendy Barlin Cpa's Current Company Details
Whitman Transition Advisors LLC

Whitman Transition Advisors Llc

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Managing Director
Ponte Vedra Beach, FL, US
Wendy Barlin Cpa Work Experience Details
  • Whitman Transition Advisors Llc
    Managing Director
    Whitman Transition Advisors Llc
    Ponte Vedra Beach, Fl, Us
  • Roth&Co
    Director Of Client Accounting & Advisory Services
    Roth&Co Nov 2024 - Present
    Brooklyn, Ny, Us
  • Whitman Transition Advisors Llc
    Managing Director
    Whitman Transition Advisors Llc Apr 2024 - Present
    New York, Ny, Us
    Specializing in CPA firm operations, profits and planning for that next step being a merger, a sale or hiring for growth.
  • Wendy Barlin Cpa
    Fractional Ceo Helping Professional Service Firm Owners Go From Frustration To Freedom
    Wendy Barlin Cpa Sep 2023 - Present
    I spent 25 years behind my desk growing a successful remote accounting and tax firm. I worked less than 40 hours a week and was 50% profitable. I sold my business in 2021 and now I help other professional service firm owners reduce their stress and frustration and create a business that supports their personal definition of success. And perhaps set up for sale!
  • 1St Gen Entrepreneurs
    Founding Member
    1St Gen Entrepreneurs May 2023 - Present
    I am a member of this community of business owners where we share business advice.
  • Self-Employed
    Teaching Business Owners How To Maximize Their Tax Deductions
    Self-Employed Jan 2021 - Present
  • Barlin Business Solutions
    Owner/Principle
    Barlin Business Solutions Oct 2001 - Present
    Upon moving to Los Angeles in 1997, I immediately got to work within my field of accounting and finance. Then, after four years of watching the billable hour ruin client relationships, I decided it was time to strike out on my own. In October of 2001, Barlin Business Solutions was born.My goal with Barlin Business Solutions was primarily to help business owners by creating a working relationship based on mutual trust and respect, and for over 16 years that is exactly what my staff and I have done. Utilizing only the most proven and comprehensive strategies, we help our clients maximize cash-flow and increase profitability while reducing taxes. And the best part? We do it unlike anyone else in the business.Rather than charge by the hour, we bill by project and solution. We have a Menu of Services and clients select the services they wish to purchase. Clients don't have to worry about getting billed just to call and ask a question. We do not charge clients to call or email us !This frees us up to work smarter, rather than faster or harder. We also take pride in offering solutions grounded in the technologies of today.We utilize:- Cloud storage- Web-based forms- Paperless transactions- Software solutionsIf your revenue is in the millions, do you find that you are consistently facing profitability problems? We can help. Whether you are a plastic surgeon, medical specialist, independent physician, medical concierge, service professional or otherwise, our calling is to help you increase profitability and better manage your cash-flow using bookkeeping, tax strategy, cash-flow and profitability planning. One thing you won't find in our office is a bunch of stuffy people in suits who know a lot about crunching numbers, but very little about helping actual people in real, tangible ways. Barlin Business Solutions is in the people business. How can we help you work less, make more, and optimize your time?
  • About Profit
    Profit Consultant
    About Profit Jan 2019 - Dec 2022

Wendy Barlin Cpa Education Details

  • University Of Cape Town
    University Of Cape Town
    Accounting & Is

Frequently Asked Questions about Wendy Barlin Cpa

What company does Wendy Barlin Cpa work for?

Wendy Barlin Cpa works for Whitman Transition Advisors Llc

What is Wendy Barlin Cpa's role at the current company?

Wendy Barlin Cpa's current role is Managing Director.

What schools did Wendy Barlin Cpa attend?

Wendy Barlin Cpa attended University Of Cape Town.

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