Karla F.

Clean-Up Expert for Service Agencies & Group Practices 150k+

Get Tax-Ready Financials and Real Profit Clarity for Your Growing Business. I provide high-stakes bookkeeping clean-ups and strategic financial management for Marketing Agencies, Service Providers, and Group Medical Practices. If you are scaling from $150K–$5M mark, I ensure your backend stays as professional as your front-end. The Final Results I Deliver: Audit-Ready Books: Full reconciliation of 12–24+ months of backlogs, ensuring every transaction is accounted for and categorized correctly for tax season. EHR & App Integration: Seamless synchronization between industry-specific tools (SimplePractice, TheraNest, HubSpot) and your QuickBooks or Xero general ledger. Project & Provider Profitability: Clear reporting on which service lines or clinicians are driving your growth and where your overhead is leaking. Accurate 1099 & Payroll Workflows: Clean management of contractor payouts and employee splits, keeping your team happy and your business compliant. Professional Background: With over 14 years of accounting experience and Advanced ProAdvisor certifications, I bridge the gap between simple data entry and high-level financial integrity. My clients benefit from US-based communication, deep technical expertise in QBO/Xero, and a commitment to 100% accuracy. The Cleanup Process: I begin with a comprehensive Diagnostic to identify historical errors, followed by a Deep Clean of your accounts. Once the books are pristine, I establish a streamlined Monthly Workflow so you always have the data you need to make informed business decisions. I am available to start on your clean-up project immediately. Click the 'Invite' button to discuss your specific goals.