WE Team LLC

Accountant

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About us

Our mission is to support private medical and dental practices by managing the practice’s tax, financial, and accounting functions so that they can focus on their patients and teams.

Our vision is to be an ongoing and integral part of each practice as an outsourced tax and finance team member, to lead regularly scheduled discussions of financial performance, to assist with translating complex information into critical knowledge, to anticipate and create business opportunities, and to create pathways that transform vision into reality. WE Team believes that being regularly included in each business’s accounting and finance discussions will contribute to the health and growth of the practice, and lead to informed decision making for both short- and long-term planning.

Affiliations

American Institute of CPAs

Meet the team

WE Team LLC advisors: 1 - Xero certifications: 1

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Carly Carlson

Managing Member

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

I am a CPA with 15+ years of experience serving private medical and dental practices and their owners. I offer tax, bookkeeping, and practice transition services.

WE Team LLC: Bank experience

Clients of WE Team LLC connect to a range of banks via Xero. WE Team LLC specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Bank of America (US)
Chase Bank (US)
Umpqua Bank (Business)
Wells Fargo (US)

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WE Team LLC: Industry experience

WE Team LLC works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Healthcare and social services

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WE Team LLC : App experience

WE Team LLC serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

New to Xero? WE Team LLC can help

Xero is beautiful online accounting software for smaller businesses. WE Team LLC can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.