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Cara Wood

Accounting Advisor

Cara Wood brings a diverse business background to clients with a deep understanding of how to streamline processes across the organization. She earned a Bachelor of Business Administration degree with extended courses in international accounting, holds a Client Accounting Advisory Services certification from the American Institute of Certified Public Accountants (AICPA), a Sage Intacct Accounting Specialist certification, and is a Sage Intacct Implementation Specialist.

Wearing many hats through her career, Cara managed a veterinary office where she learned the intricacies of the medical industry and partnered in a metal working business where she managed all aspects of operations—from finances to procurement to marketing. Her passion for helping small businesses develop led her to PBA in 2015.

Cara excels at translating complex data in a way where clients can use it to impact their bottom line and make confident decisions. She dives into their processes to strategize areas of improvement and presents information in an easy-to-interpret visual format. Numbers are a natural strength of hers, but above all, she really likes solving problems and meeting goals—both personally and professionally.

At work, Cara enjoys the way the team works together to serve clients and her co-workers have become her best friends. Outside the office, you’ll find her at the theatre or hanging out with her animals and husband, Jeff. She is an avid traveler who has been to six continents and likes to visit countries not everyone has on their list. Cara has had a love for animals her whole life and started raising guide dogs for the blind with her family in third grade. She has her own seizure alert dog which goes almost everywhere with her and is excited to get back into animal therapy for memory care and training horses.

“At PBA, we are able to offer dental practices a wider perspective on what successful businesses are doing, not just in the dental industry. Our experience with service delivery, tailoring tools and reports, and establishing goals and KPIs helps us create efficiencies and insight they’ve never had before which is very rewarding.”

Let’s get started with a thorough assessment to build your detailed report on risks, metrics, and how-to guidance.

We can help you transform your practice and simplify your life. Your partnership with us begins with an introductory meeting to work with you to determine if our services are a good fit and—if they are—set up an accounting assessment.

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