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Listen "Episode 39: Transforming Accounting into a Tool for Entrepreneurial Success"
Episode Synopsis
Want to keep more of what you earn and build a business that actually serves your life?
On today's episode of Jet Setting Wealth Advisory, David speaks with Wendy Barlin, CPA—business strategist, speaker, and author. Wendy shares her immigrant-to-entrepreneur story, how she built and sold a fully remote accounting firm with strong profitability, and why she now coaches professional-service owners to reduce stress, tighten operations, and prepare for exits. The conversation cuts through hype (including AI fears) to the basics that move the needle: meticulous record keeping, smart deductions, clean books, and systems that make you scalable and sellable—plus practical insights on using advisors, stabilizing revenue, and clarifying your personal definition of success.
Key Takeaways:
→ Importance of record keeping: track every dollar, keep receipts, and stay audit-ready
→ Don’t chase only top-line; manage expenses and systems to maximize what you keep
→ Use the right advisors at the right time (CPA vs. EA vs. tax attorney)
→ To sell: show consistent revenue, documented processes, and a team that runs without you
→ Define success, hire for gaps, and let systems buy back your time
More from Wendy Barlin:
Email: [email protected]
Website: wendybarlin.com
LinkedIn: linkedin.com/in/wendybarlin
Instagram: instagram.com/wendybarlincpa
Engage with David T. Yu:
Connect on LinkedIn, Instagram, & Facebook
Sign up for our newsletter or book a call!
Visit: DTY Wealth Planning Solutions
Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's episode of Jet Setting Wealth Advisory, David speaks with Wendy Barlin, CPA—business strategist, speaker, and author. Wendy shares her immigrant-to-entrepreneur story, how she built and sold a fully remote accounting firm with strong profitability, and why she now coaches professional-service owners to reduce stress, tighten operations, and prepare for exits. The conversation cuts through hype (including AI fears) to the basics that move the needle: meticulous record keeping, smart deductions, clean books, and systems that make you scalable and sellable—plus practical insights on using advisors, stabilizing revenue, and clarifying your personal definition of success.
Key Takeaways:
→ Importance of record keeping: track every dollar, keep receipts, and stay audit-ready
→ Don’t chase only top-line; manage expenses and systems to maximize what you keep
→ Use the right advisors at the right time (CPA vs. EA vs. tax attorney)
→ To sell: show consistent revenue, documented processes, and a team that runs without you
→ Define success, hire for gaps, and let systems buy back your time
More from Wendy Barlin:
Email: [email protected]
Website: wendybarlin.com
LinkedIn: linkedin.com/in/wendybarlin
Instagram: instagram.com/wendybarlincpa
Engage with David T. Yu:
Connect on LinkedIn, Instagram, & Facebook
Sign up for our newsletter or book a call!
Visit: DTY Wealth Planning Solutions
Learn more about your ad choices. Visit megaphone.fm/adchoices
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