Big-4 Internal Audit Rigor.
Fortune 500 Corporate FP&A. Concierge Service.
The private wealth & healthcare bookkeeping concierge engineered for founders who expect institutional precision. We transform messy QuickBooks ledgers, uncategorized card dumps, and EHR deposit drift into audit-sealed executive briefs and 1-click CPA workpapers.
Live Close Engine:Health Source Chiropractic of McKinney
Dr. Chris Phillips, DC · Period: October 2026 Month-End Close
Leigh Ann Garber, CIA · Month-End Close Assessment
"Strong October operating performance led by 21.3% surge in decompression modality utilization. Our CIA audit identified and capitalized a $3,480 Chattanooga traction table from supplies to GL 1520 Fixed Assets, shielding $3,480 in clinic operating income and setting up immediate Section 179 bonus depreciation for your CPA. All 5 Chase #8841 items were resolved in 60 seconds via Dr. Phillips' portal."
Foundational Corporate & Big-4 Audit Heritage
Institutional Pedigree. Personal Accountability.
Traditional Reactive Bookkeeping vs. The Garber² Concierge Close
Most bookkeepers deliver a 40-row spreadsheet on the 28th and ask what you spent money on. We deliver audit-ready financial clarity with zero friction.
Static PDF with 40-row spreadsheet ping-pong
Delivered 3 weeks late with zero commentary; hours wasted debating uncategorized charges.
Interactive Executive Brief + 60s phone check-in
Delivered on the 12th; key margin drivers explained in plain English with 1-click mobile check-ins.
Year-end CPA scramble with surprises
Account 6890 Ask My Accountant dumping ground; missed deduction safe harbors and surprise April tax liabilities.
Monthly CIA audit scans & Section 179 pre-close
Proactive de minimis safe harbor checks; $3,480+ clinical equipment capitalized monthly with zero-adjustment CPA workpapers.
Weeks spent compiling stale financials
Frustrated commercial lenders; delayed credit lines, stale balance sheets, and stalled practice acquisitions.
Loan-ready financial packages in 1 click
Bank-ready DSCR models, EBITDA add-backs, and direct coordination with commercial banking partners.
Ten Core Capabilities. One Concierge Relationship.
Every service is overseen directly by Leigh Ann and Glen Garber. No junior delegating, no offshore ticket queues, and no automated silence.
Monthly Multi-Account Reconciliations
Precision reconciliation across operating bank accounts, merchant service clearing accounts, corporate credit cards, and commercial lines of credit.
Concierge Bill Pay, AP & AR Management
End-to-end Accounts Payable, vendor bill pay execution, and Accounts Receivable aging oversight so your cash cycle stays predictable and friction-free.
Monthly Financial Statements & Executive Review
We believe it is critical to meet with every client monthly. We don't just email a static PDF—we walk you through how and why your numbers moved.
CPA, Banker & Payroll Ecosystem Liaison
We partner directly with your Certified Public Accountant, business banker, and payroll provider to ensure tax filings, lines of credit, and compliance are seamless.
Healthcare Practice Financial Architecture
Designed specifically for chiropractic, dental, and specialty medical groups. Comprehensive tie-out of EHR/PM patient ledger deposits to bank lockboxes.
Section 179 CapEx & Fixed Asset Tracking
Proactive identification and tracking of capital equipment purchases exceeding the IRS $2,500 De Minimis safe harbor threshold.
Merchant Fee & Interchange Rate Audit
Ongoing forensic surveillance of payment processing fees to detect unannounced basis-point rate creep and non-qualified card downgrades.
Texas Sales Tax & Multi-Jurisdiction Compliance
Timely preparation and electronic filing of Texas state, county, and local sales & use tax returns with zero late penalties.
Commercial Loan & SBA 7(a) Underwriting Packs
Fast-track financial preparation for commercial bank financing, line-of-credit renewals, and SBA 7(a) expansion packages.
Operational Cash Flow Forecasting & Budget Modeling
Glen Garber's 30-year corporate FP&A methodology applied to growing private businesses. 13-week rolling cash flow projections.
Meet Your Dedicated Partners
You will never be handed off to an entry-level clerk or an offshore queue. Every ledger, forecast, and audit memo is personal to Leigh Ann and Glen.
Leigh Ann Garber, CIA
Southern Methodist University (SMU) · Certified Internal Auditor (CIA)
Co-Founder & Managing Partner — Audit, Healthcare Finance & Operations
A graduate of Southern Methodist University, Leigh Ann gained foundational rigor early in her career with Arthur Andersen and KPMG. She spent more than seven years with the internal audit groups at Triad Hospitals and Tenet Healthcare before serving four years as Director of Operations Finance for Tenet Practice Resources—overseeing financial operations for physician practices across Texas, Tennessee, and Missouri and managing a staff of 15 accountants.
Core Disciplines:
- Month-End Close & Multi-Account Reconciliations
- Physician, Chiropractic & Medical Practice Finance
- Internal Controls & CIA Audit-Ready Architecture
- Outsourced Payroll Liaison & Sales Tax Compliance
Glen Garber
University of North Texas (UNT) — Accounting & Finance · 30+ Combined Years Corporate Finance
Co-Founder & Managing Partner — Corporate FP&A, Strategy & Advisory
Glen graduated from the University of North Texas with dual degrees in Accounting and Finance. He held corporate finance positions with Fortune 500 leaders including Texas Instruments, JC Penney, Compass Bank, and Michaels Stores. Sure, Glen may be missing some hair—but he is quick to point out that’s because his brain buzzes from tallying up tables of numbers.
Core Disciplines:
- Budgeting, Cash Flow Forecasting & Variance Analysis
- Banker & Commercial Lending Readiness Packages
- CPA Strategic Coordination & Year-End Close
- Operational Margin & Revenue Growth Modeling
Trusted by Doctors, Commercial Bankers & Chamber Leaders
Hear directly from the medical practice owners and financial institutions we collaborate with every single week.
"I have worked with Glen and Leigh Ann now for about a year and it has helped tremendously. Being a chiropractor, I like for my focus to be on patient care and that is exactly what they have created for me. Their timely work and attention to detail has straightened out my entire business while allowing me to focus on my care for patients. They communicate directly with my CPA to make sure we are all on the same page which streamlines everything for me. This has increased profits and quality of life drastically for me."
Dr. Chris Phillips, DC
Owner & Clinic Director
Health Source Chiropractic of McKinney
"Glen and Leigh Ann have been amazing to work with as strategic partners. As a banker, I completely trust referring any business clients to them for their bookkeeping needs and know without a doubt my clients will be in great hands. Between their utmost integrity, honesty and value they offer their clients, I highly recommend Glen and Leigh Ann to anyone looking to build a solid and trusting relationship with their bookkeeper."
Emily Zoog
VP Private & Business Banking
Green Bank
"I have had the opportunity to work with Leigh Ann & Glen Garber as a strategic partner for their business Garber² Partners since 2015 with many mutual clients. These clients are growing businesses in need of reliable and cost-effective bookkeeping and payroll systems that will meet their growing needs. Our mutual clients benefit from a seamless conversion that allows the client to focus on their core business."
Kathy Blank
Director of Membership
McKinney Chamber of Commerce
Elevate Your Practice to Big-4 Financial Architecture.
Whether you need to clean up messy QuickBooks ledgers for an upcoming bank loan, seal your month-end close with 1-click CPA workpapers, or optimize Section 179 equipment, Leigh Ann and Glen are ready to walk through your numbers.