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| Additional information |
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| Barnes Wendling CPAs |
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Profile:
Barnes Wendling CPAs, a Cleveland based financial services company, has been serving closely held businesses and not-for-profit organizations since 1946. Our team of educated, experienced professionals is dedicated to one goal: building and maintaining our clients' net worth. Over the years, we have developed a set of services we call the BRISE Model, which focuses on planning in the areas of Business Development, Retirement, Investment, Succession, and Estate.
Because we understand our existence depends on our clients, we listen to them and respond to their needs. We conduct an ongoing client survey, obtaining valuable feedback about our services, and regularly analyze the results.
To help us achieve our client service objective, Barnes Wendling remains committed to continuing education, staying up-to-date on complex and frequently changing rules and regulations. Our professionals' attendance at local, state, and national training sessions exceeds the hours required by the American Institute of Certified Public Accountants and state licensing boards.
Our firm has been a member of CPA Associates International, a full-service organization of certified and chartered accounting firms, since 1976. Being part of this larger entity enables us to offer our clients the resources and knowledge base of thousands of professionals worldwide. In addition, we seek out and establish relationships with strategic partners when necessary, to tap into new areas of expertise.
Finally, Barnes Wendling CPAs remains independent and free of outside interests, enabling us to offer advice and solutions that truly are in the best interest of our clients |
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Overview:
Firm Values
Barnes Wendling CPAs is a firm dedicated to our clients, team members, and community.
Core Values
Our core values are threefold:
to exceed client expectations by offering professional, creative service;
to provide a positive employment environment that fosters a productive and fulfilled team; and
to improve our communities through volunteer service opportunities.
COMMUNITY INVOLVEMENT
One of our core values at Barnes Wendling is bettering the communities in which we live and work. We strongly believe by encouraging ongoing volunteerism we are not only helping society at large and strengthening our ties to the community, we also are fostering our team's personal and professional growth, helping them develop leadership skills and become more well-rounded individuals.
Barnes Wendling conducts a charitable raffle at each of the numerous client appreciation events we host each year. The firm matches the funds raised by each raffle and donates the total amount to charity.
Barnes Wendling has been the recipient of the Medical Mutual Pillar Award for Community Service, presented by Smart Business in recognition of outstanding charitable contribution to the community.
Barnes Wendling focuses on building and maintaining your net worth. The process begins with an initial assessment, including input from your other net worth advisors, that helps us evaluate your current situation. We then tailor a plan to meet your needs, addressing every aspect of financial health, by employing our BRISE Model: Business Development, Retirement, Investment, Succession and Estate planning. As an important follow-up, we generate a personal financial statement each year.
Learn more about each aspect of the BRISE Model:
Business Development
Retirement Planning
Investment Planning
Succession Planning
Estate Planning |
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Member:
CPAAI
American Institute of Certified Public Accountants |
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| Toll Free:
+1 800 369 6375 |
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