With extensive experience across multiple industries, Kara partners with small businesses to strengthen financial foundations, improve operational efficiency, and support sustainable growth. Specializing in bookkeeping and financial advisory services, she provides accurate, insightful financial data and strategic guidance that empowers business owners to make informed decisions with confidence.

Kara’s diverse background—spanning executive leadership coaching, mergers and acquisitions, financial services auditing, and luxury property management—gives her a unique ability to see both the big picture and the fine details. Her advisory work is grounded in real-world experience and tailored to meet the evolving needs of each client.

In her current role as Vice President of Operations at The ExCo Group, a premier executive coaching firm, Kara has led improvements in operational processes, implemented scalable systems, and guided high-performing teams. These operational enhancements have contributed significantly to the company’s ability to grow while maintaining and agility.

Previously, as Director of Client Services at Logan Growth Advisors, Kara managed acquisition pipelines, nurtured client relationships, and led the CRM system implementation across multiple teams—playing a key role in closing an average of $9M in acquisition deals annually. Earlier, she served as General Manager at Natural Retreats, where she expanded property inventory by 20% and successfully navigated operational complexities during a corporate acquisition and the COVID-19 crisis.

As a CPA and former KPMG auditor, Kara brings a meticulous, compliance-oriented approach to her bookkeeping and advisory services. Whether organizing financial records, optimizing cash flow, or offering strategic financial insights, she helps small businesses align their numbers with their goals—building clarity, confidence, and long-term success.