Barnes Wendling Cpa's

Barnes Wendling CPAs is a renowned accounting, tax, and advisory firm based in Cleveland, Ohio. Since our establishment in 1946, we have been dedicated to building and maintaining the net worth of our clients. Our team of professionals provides a wide range of services for privately-held businesses across various industries, including construction, real estate, manufacturing, distribution, service enterprise, and non-profit organizations. Additionally, we cater to family offices and individuals with high net worth.

Our approach is centered around our BRISE model, which helps us create a customizable plan to grow and maintain our clients' net worth. This model focuses on business development, retirement planning, investment planning, succession planning, and estate planning. By looking ahead and understanding where our clients want to be, we can develop strategies that align with their goals and aspirations.

Our BRISE Model

The BRISE model is a unique approach that sets us apart from other accounting firms. It's designed to help our clients achieve their financial objectives by addressing different aspects of their business and personal lives.

• Business Development: We offer a comprehensive process to identify strengths and weaknesses of your business to improve its performance, value, and profitability. Our team will work closely with you to understand your business goals and develop strategies that align with them.

• Retirement Planning: Our advisors will work with you to create an all-encompassing retirement plan to ensure your future financial well-being, giving you peace of mind to pursue your current goals. We understand the importance of securing your financial future and will help you make informed decisions about your retirement.

• Investment Planning: We understand the importance of your long-term goals and offer an unbiased investment plan strategy designed to manage your wealth, grow your net worth, and plan for the future. Our team of experts will help you navigate the complex world of investments and ensure that your portfolio aligns with your risk tolerance and financial objectives.

• Succession Planning: Our advisors will listen to your goals and work closely with you to establish, implement, and execute a plan to ensure the successful transition of your business. Whether you're planning to pass on your business to the next generation or sell it, we can help you achieve a smooth transition.

• Estate Planning: We will work with you and your legal counsel to develop an estate plan that considers all aspects of your financial situation to preserve and protect your legacy for the future. Our team understands the importance of ensuring that your assets are distributed according to your wishes and will help you avoid potential pitfalls in the estate planning process.

Industry Expertise

At Barnes Wendling CPAs, we have extensive experience serving clients across various industries. Our team of professionals has in-depth knowledge of the unique challenges and opportunities that businesses face in their respective sectors. We offer tailored services designed to meet the specific needs of our clients, ensuring that they receive the best possible advice and guidance.

Insights

We believe in staying informed and up-to-date with the latest trends and developments in the accounting, tax, and advisory industry. Our blog posts provide valuable insights and practical advice on a wide range of topics, from tax updates and financial planning strategies to business management tips and industry trends. By staying informed, our clients can make better decisions about their businesses and personal finances.

Leadership Team

Our leadership team consists of experienced professionals who are dedicated to delivering exceptional service to our clients. With years of experience in the accounting, tax, and advisory industry, our leaders have the knowledge and expertise to guide our clients towards achieving their financial goals. They are committed to building long-term relationships with our clients and providing them with the best possible advice and guidance.

Video Library

Our video library features a collection of informative videos that provide insights into various aspects of accounting, tax, and advisory services. From understanding tax laws and regulations to learning about retirement planning strategies, our videos offer practical advice and valuable information designed to help our clients make informed decisions about their finances.

Podcast

Our podcast series, "Better Business with Barnes, " is designed to help our clients build and maintain their net worth. Each episode features discussions on various topics related to accounting, tax, and advisory services, providing listeners with practical advice and valuable insights to help them achieve their financial objectives.

At Barnes Wendling CPAs, we are dedicated to delivering exceptional service to our clients. With our BRISE model and extensive industry expertise, we can help you achieve your financial goals and build a secure future for yourself and your business.