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Building and maintaining your net worth

About Barnes Wendling CPAs

Barnes Wendling CPAs is a Cleveland accounting, tax and advisory firm serving privately-held businesses and not-for-profit organizations since 1946. Regardless of your accounting, tax, or advisory service needs, our approach is driven by our client service objective of building and maintaining your net worth.

NC99 2023

About

Our Approach

Our BRISE Model

Our approach to services begins and ends with our BRISE Model. We go beyond looking at what you have done and where you are now. We look ahead to where you want to be and how to get there.

A Unique Approach

Business Development

We offer a comprehensive process to identify strengths and weaknesses of your business to improve its performance, value, and profitability.

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A Unique Approach

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.

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A Unique Approach

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.

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A Unique Approach

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.

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A Unique Approach

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.

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