Roth&Co

Director of Client Accounting & Advisory Services

Whitman Transition Advisors LLC

Specializing in CPA firm operations, profits and planning for that next step being a merger, a sale or hiring for growth.

Managing Director

Wendy Barlin CPA

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!

Fractional CEO helping professional service firm owners go from frustration to freedom

1st Gen Entrepreneurs

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

Founding Member

Teaching Business Owners how to Maximize their Tax deductions

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 solutions

If 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?

Owner/Principle

About Profit

Profit Consultant

Offering a Done For You Service - Helping Professional Service Firm Owners go from Frustration to Freedom. Operations, Systems, Processes and Profit Consultant, Professional Speaker - wendybarlin.com

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/B07XZMBTVK

On 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.

Ready to close your books with confidence, clarity, and control before year-end? 

Join me tomorrow for my webinar “Closing the Books” webinar: Your Essential Year-End Accounting Checklist.

As a CPA and Director of Client Accounting Services, I’ll walk you through a practical, step-by-step process to learn how to: 
• Review your performance
 • Reduce taxes smartly
 • Organize your books
 • Plan for growth
The JWE - The Jewish Woman Entrepreneur & Executive
Arielle Noah
Roth&Co
>> Register here:   https://lnkd.in/e9TKcjaa

Not getting accurate and timely numbers to make strategic business decisions? Let us help you! We work with business owners to increase profits. Our CAS team gets you the information you need, when you need it.

Thank you BDO Alliance USA for a CAS Update panel. 
Matthew May Matt Solomon Deborah Defer

Public Accounting | Luxury Hotels and Resorts | CPA Candidate | Basketball Coach

I’m happy to share that I started a new position as Manager - Client Accounting & Advisory Services at Roth&Co!

Special thanks to John E. Randolph for tagging me when he saw the position posted. 

Looking forward to working with Wendy Barlin CPA and the rest of the CAS team as well as the entire Roth team!

taplio

Wendy Barlin CPA's Linkedin Analytics

Wendy Barlin CPA

Performance ScoreWendy Barlin CPA's LinkedIn Performance

What is Wendy talking about?

Wendy Barlin CPA's Best Posts (last 30 days)

Ready to grow your LinkedIn presence?

taplio

.css-6ytdur{background-image:linear-gradient(284deg, rgba(39, 43, 72, 1) 0%, rgba(33, 47, 183, 1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Wendy Barlin CPA's Linkedin Analytics

Wendy Barlin CPA

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Wendy Barlin CPA's LinkedIn Performance

What is Wendy talking about?

Wendy Barlin CPA's Best Posts .css-1emoo84{font-size:var(--chakra-fontSizes-md);font-weight:400;color:var(--chakra-colors-gray-600);}(last 30 days)

Ready to grow your LinkedIn presence?

Wendy Barlin CPA's Linkedin Analytics

Performance ScoreWendy Barlin CPA's LinkedIn Performance

Wendy Barlin CPA's Best Posts (last 30 days)