Wendy Barlin Cpa
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Wendy Barlin Cpa Email & Phone Number

Location: Ponte Vedra Beach, Florida, United States 8 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Role
Managing Director
Location
Ponte Vedra Beach, Florida, United States

Who is Wendy Barlin Cpa? Overview

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Quick answer

Wendy Barlin Cpa is listed as Managing Director at Whitman Transition Advisors LLC, based in Ponte Vedra Beach, Florida, United States. AeroLeads shows a matched LinkedIn profile for Wendy Barlin Cpa.

Wendy Barlin Cpa previously worked as Director of Client Accounting & Advisory Services at Roth&Co and Fractional CEO helping professional service firm owners go from frustration to freedom at Wendy Barlin Cpa. Wendy Barlin Cpa holds Bcomm, Accounting & Is from University Of Cape Town.

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Whitman Transition Advisors LLC

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Profile bio

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.

Current workplace

Wendy Barlin Cpa's current company

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Whitman Transition Advisors LLC
Whitman Transition Advisors Llc
Managing Director
Ponte Vedra Beach, FL, US
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8 roles

Wendy Barlin Cpa work experience

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Director Of Client Accounting & Advisory Services

Current

Brooklyn, Ny, Us

Nov 2024 - Present

Managing Director

Current

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.

Apr 2024 - Present

Fractional Ceo Helping Professional Service Firm Owners Go From Frustration To Freedom

Current

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!

Sep 2023 - Present

Founding Member

Current

I am a member of this community of business owners where we share business advice.

May 2023 - Present

Teaching Business Owners How To Maximize Their Tax Deductions

Current
Self-Employed
Jan 2021 - Present

Owner/Principle

Current
Barlin Business Solutions

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?

Oct 2001 - Present

Profit Consultant

About Profit
Jan 2019 - Dec 2022
1 education record

Wendy Barlin Cpa education

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

Frequently asked questions about Wendy Barlin Cpa

Quick answers generated from the profile data available on this page.

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 Whitman Transition Advisors LLC?

Wendy Barlin Cpa is listed as Managing Director at Whitman Transition Advisors LLC.

Where is Wendy Barlin Cpa based?

Wendy Barlin Cpa is based in Ponte Vedra Beach, Florida, United States while working with Whitman Transition Advisors LLC.

What companies has Wendy Barlin Cpa worked for?

Wendy Barlin Cpa has worked for Whitman Transition Advisors Llc, Roth&Co, Wendy Barlin Cpa, 1St Gen Entrepreneurs, and Self-Employed.

How can I contact Wendy Barlin Cpa?

You can use AeroLeads to view verified contact signals for Wendy Barlin Cpa at Whitman Transition Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Wendy Barlin Cpa attend?

Wendy Barlin Cpa holds Bcomm, Accounting & Is from University Of Cape Town.

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