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Wendy Barlin, CPA

Director of Client Accounting Services

As Director of Client Accounting Services, Wendy heads outsourced bookkeeping, payroll management, financial reporting, tax compliance, CFO services and advisory services. Featured in Forbes, CBS and Fox, Wendy is a celebrated author with 25+ years of tax and accounting experience. Since selling her tax and accounting firm in 2021, Wendy has played a pivotal role in helping firm owners across the US optimize their systems and increase profitability.