Who we are

Introducing Caroline Lear

Caroline Lear is a certified bookkeeper with nearly a decade of experience, specializing in the accounting needs of medical practices and 501(c)(3) non-profit organizations. With a strong focus on precision and compliance, Caroline has developed expertise in managing grant funds and maintaining HIPAA-compliant records, ensuring confidentiality and security in all financial dealings.

Her extensive experience with accounting software includes proficiency in QuickBooks Online, QuickBooks Desktop Pro Plus, and QuickBooks Non-Profit Edition, allowing her to effectively streamline financial processes tailored to each client's needs. In addition, Caroline is a certified Advanced Microsoft Excel user, equipping her with advanced analytical skills to optimize financial reporting and data management.

With a commitment to delivering exceptional service and a keen understanding of the unique challenges faced by her clients, Caroline Lear is dedicated to fostering financial health and transparency within the organizations she serves.

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