The CPA Marketing Genius Podcast

Episode 040: Embracing A Results-Oriented Model with Wendy Barlin

Episode Summary

In this episode, Salim Omar, CPA interviews Wendy Barlin, Wendy is a successful CPA and business coach who shares her experience selling her CPA practice and transitioning to a virtual firm. She started her business in 2010 and grew it from $100, 000 to over a million by building close relationships with clients. She explains how she created a sense of community for her remote team using tools like Slack. She now works as a consultant helping other businesses become more profitable. She shares her time management secrets, treating herself as the heart surgeon and only seeing clients on Tuesdays and Thursdays. Another value-bomb episode so make sure you tune in till the end!

Episode Notes

[00:01 - 01:44] Opening Segment 

• Salim Omar, CPA introduces Wendy Barlin to the show!
• Wendy grew her practice from $100K to over $1M in 11-12 years
• How she transitioned from having a physical office to a virtual firm

[01:45 – 10:12] Embracing A Results-Oriented Model

• Moving her business to a remote work model, which allowed for more flexibility and saved on costs
• Shifting the mindset from time-driven to results-oriented
• Creating a sense of community among remote workers
• Prioritizing time management and setting boundaries with clients

[12:13 – 16:33] Moving The Business To The Sky

• Setting strict time management barriers can lead to more productive and less stressful workdays
• Creating package plans for services can simplify delivery, fee structure, and value proposition for clients
• Choosing a niche and offering packages can make marketing and managing teams easier

[16:34 - 20:35] Closing Segment

• Wendy Barlin advises CPA listeners on the need to adapt to new services and offerings as AI technology improves
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Wendy Barlin on his:

Website: Wendy Barlin

LinkedIn: Wendy Barlin

Instagram: @wendybarlincpa

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 

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If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“We have to change our mindset from being so time driven to being results-oriented.” - Wendy Barlin

"There's not such a big disparity right now, you still have to be smart about it. Most people enjoyed working from home. I think the challenge is to create a sense of community, to create this feeling that you're not just home alone, that you're part of something.." - Wendy Barlin