Business Details
50+ Years
experience
Your Trusted Accounting Partner Since 1946
Since 1946, Barnes Wendling has provided comprehensive accounting, tax, and advisory services to privately held businesses, family offices, and high-net-worth individuals. Our team of certified professionals delivers tailored solutions through our proprietary BRISE Planning Model, designed to build and maintain client net worth. With decades of industry expertise, we prioritize client service, team development, and community impact. Our services span business valuation, corporate finance, estate planning, audit assurance, and specialized consulting. We maintain rigorous professional standards, holding multiple certifications and staying current with evolving regulations.Our collaborative approach ensures clients receive strategic guidance aligned with their financial goals. We serve diverse industries, offering insights through regular thought leadership content. Our commitment to transparency and ethical practices has fostered long-term client relationships. As a firm, we balance technical excellence with personalized attention, ensuring clients navigate financial challenges effectively. This enduring focus on value creation continues to define our service philosophy.
Services
Advisory Services
Assurance Services
Tax Services
Consulting Services
Litigation Support
Business Valuation
Corporate Finance
Estate Planning
Forensic Accounting
Details
- Year established: 1946
Highlights and features
- We offer 80+ years of combined experience in accounting and advisory services.
- Our BRISE Planning Model provides customized financial growth strategies.
- We maintain multiple industry certifications across all service areas.
- Our team stays current with evolving tax regulations and industry trends.
- We prioritize transparent communication and client-centric financial solutions.
Associations and certifications
- AICPA
What people say
Knowledge has been instrumental
Truly does make me feel better
Valuable resource to us
Experts in their field
Positive impact on bottom line
Services
Business Valuation
Our certified valuation specialists provide unbiased business assessments for tax compliance, litigation support, and transaction planning. With over 2,000 completed engagements, we deliver industry benchmarking reports that help clients understand their company's worth. Our analysis considers financial performance, market conditions, and growth potential to support strategic decision-making for business owners.
Corporate Finance
We offer strategic guidance for business transitions including acquisitions, divestitures, and capital raising. Our team helps owners develop growth strategies while managing financial risks. Services include transaction structuring, due diligence support, and exit planning to maximize business value during ownership changes.
Estate Planning
Our estate planning specialists create customized wealth transfer strategies that minimize tax liabilities while protecting heirs. We coordinate with legal counsel to establish trusts and succession plans that align with clients' financial goals and charitable intentions through comprehensive asset distribution frameworks.
Tax Services
We provide comprehensive tax compliance and optimization strategies for businesses and individuals. Our professionals stay current with evolving tax codes to identify savings opportunities while ensuring regulatory compliance. Services include multi-state tax planning, entity selection, and international tax considerations for complex financial situations.
Forensic Accounting
Our forensic specialists investigate financial discrepancies and uncover fraudulent activities through detailed data analysis. We provide expert testimony and litigation support during legal proceedings, helping clients resolve disputes and implement controls to prevent future financial misconduct.
People
Rosemary Rehner
President
CPA and CEPA-certified leader specializing in audits, employee benefit plans, and SOC engagements. Drives firm strategy while maintaining technical excellence in assurance services.
Angela Alexander
Director
Tax expert with specialization in consolidated structures and M&A transactions. Provides strategic tax planning solutions for complex business arrangements.
Michael S. Essenmacher
Director
Assurance services leader with construction industry expertise. Focuses on audit engagements, internal controls assessment, and fraud prevention strategies.
Steven J. Piatak
Director
Valuation services leader holding ABV and CFF certifications. Specializes in business valuations, litigation support, and financial reporting valuations for intangible assets.
Floyd A. Trouten III
Director
Transaction advisory specialist serving manufacturers and tech companies. Provides tax strategy guidance for business acquisitions and divestitures.
Questions
What accounting services do you offer?
We provide full-cycle accounting services including bookkeeping, financial reporting, audit assurance, and SOC reporting for privately held businesses across multiple industries.
How do you help grow business net worth?
Our BRISE Planning Model identifies financial goals and creates actionable strategies tailored to each client's unique situation to build and maintain net worth.
What industries do you specialize in?
We serve diverse sectors including construction, manufacturing, distribution, professional services, and not-for-profit organizations with industry-specific expertise.
How does your BRISE Planning Model work?
BRISE is our proprietary framework that combines business valuation, succession planning, and strategic advisory to create customized financial roadmaps for clients.
Do you provide tax planning for individuals?
Yes, we offer comprehensive tax planning services for high-net-worth individuals, including estate tax strategies and international tax considerations.
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