Accountful Advising

Accounting operations can be confusing and time-consuming for a new business owner, but don’t let an opaque view of your finances stall your business growth. You need an experienced accountant on your side to take the stress out of accounting.

Founder, Financial Accountant

NeuroLeadership Institute

Senior Accountant

Analyze and report on $30M+ annual revenue. Clearly communicate advice on revenue treatment to
streamline financial operations resulting in 3x reduction in reporting turnaround and greater cross-department alignment.

• Forecast $30M+ in annual revenue with keen accuracy by persistently staying  in clear communication with project management team leads.
• Prepare end of month reconciliations of profit and loss and balance sheet accounts including journal preparations; ruthlessly prioritize to lessen EOM closing times by the following business days:
           - Total EOM closing: from 15 to 7
           - Accrual: from 3 to 1.5
           - Deferred: from 1.5 to .5
• Prepare and analyze weekly cash flow reports to ensure healthy cash flow.
• Create new processes and procedures resulting in quicker reconciliations and  more efficient communication across teams.
• Perform complex analysis of financial data with extreme care and detail orientation to quickly produce accurate revenue forecasts for leadership.
• Complete routine calculations to produce analyses and reports as requested.
• Plan for new infrastructure investment and build new procedures within it to simplify and optimize processes.

Staff Accountant

Business Relationship Management Institute

Directly support strategic planning efforts by providing accurate reports, budget projections, cash flow statements, and financial analysis for executive leadership.

• Perform cash flow and variance analysis to determine data-driven decisions and implement new processes for solutions to deter further anomalies compared to plan
• Compose monthly, quarterly and annual financial statements resulting in timely, accurate reports
• Create and manage $1.5M in company budgets regularly keeping sheets up to date
• Balance and monitor five company bank and credit card accounts reconciling on a monthly basis
• Maintain and audit accounts receivable and payable on a continuous basis
• Assist in preparing and filing of appropriate tax forms by being the first point of contact with the outsourced tax team by researching and providing all necessary information for the forms
• Research lead for all things related to finance, researching and troubleshooting to find solutions in budget planning, on boarding, maintenance, reporting, taxes and any other accounting issues

Financial Accountant

Lake City Bank

Served as the first point of contact for bank customers seeking assistance with account transactions, loan payments, cash advances and other bank service questions in order to ensure a pleasant banking experience for the customer.

• Consistently delivered quality client experience by completing customer requests quickly, accurately and while always protecting the security of the customer
• Maintained very strong business relationships focusing on deepening client relationships and cross-selling of products and services
• Responsible for running a teller drawer, processing financial transactions and actively managed the on boarding of new clients
• Stayed informed and up to date on all bank products, processes and procedures; especially those that were most complex and maintained all operational and risk management standards

North-Central Regional Teller

I make it easy to understand your business' financial health // Accounting for B2B service businesses // Founder @ Accountful Advising

👋 Hi, I'm Kayla.

If I know one thing about business it's this: good decisions are backed by data.

I learned this lesson early in my career when I watched a promising business nearly self-destruct when an event drained their finances and they scrambled to make payroll. That experience burned into my memory the power of financial reporting & forecasting — and the cost of neglecting it. 

The truth is, financial headwinds are inevitable for growing businesses. But with clear, accurate financial data, those headwinds become manageable challenges, not insurmountable obstacles.

That's why I founded 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐟𝐮𝐥 𝐀𝐝𝐯𝐢𝐬𝐢𝐧𝐠. I'm passionate about giving small and medium-sized business owners the same financial clarity that Fortune 500 CEOs rely on to steer massive enterprises with confidence.

𝐖𝐞'𝐫𝐞 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐣𝐮𝐬𝐭 𝐧𝐮𝐦𝐛𝐞𝐫 𝐜𝐫𝐮𝐧𝐜𝐡𝐞𝐫𝐬. We're your financial co-pilots, providing:

𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐟𝐮𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠: Crystal-clear reports that cut through the noise and show you what matters most.
𝐑𝐚𝐩𝐢𝐝 𝐂𝐚𝐬𝐡 𝐅𝐥𝐨𝐰 𝐅𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠: Real-time insights into your financial future, so you can plan proactively and make informed decisions.
𝐀𝐜𝐭𝐢𝐨𝐧𝐚𝐛𝐥𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬: We don't just give you numbers; we give you strategies to improve your bottom line and fuel your growth.

Our mission is to empower consulting business owners to make smarter decisions, scale faster, and achieve their ambitions. 𝐋𝐞𝐭'𝐬 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐝𝐚𝐭𝐚 𝐢𝐧𝐭𝐨 𝐲𝐨𝐮𝐫 𝐦𝐨𝐬𝐭 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐚𝐬𝐬𝐞𝐭.

Kayla Peña

Flash Mobile

One of a group of folks who have started offering sensible wireless plans and services in the United States. Our customers ride on the nation's largest, most reliable 5G Network available now. Bring your own device, save some money, and enjoy your service with Flash Mobile! Interested in owning your own Wireless Business without the need for a brick and mortar store, Inventory, or employees? Let's chat!

Founding Member

Business Owner / Providing Natural Gas, Electricity, Wireless,  and Satellite Services

I show people how to build an income producing asset, in the nooks and crannies of their lives. If you'd ever like to know how, then let's connect!

Network Marketing Professional

Kynect Wireless

Simple. Reliable. Kynected.
Kynect Wireless Service-riding on the Nation's largest 5G Network. 
Kynect with me to learn more!

Founding Member 

Wireless Services by Stream

I do two things. I show people how to save more money, or make more money, in the cellular services industry. 
What percentage of people do you think want more money? 10%? 50%? 90%?
Does it make sense to be in a business where we can help people earn more money?

Stream Energy

Your Best Friends Energy Company!
Do you pay a gas bill or an electric bill? Would it be OK if it were lower? 
If your answer is yes, let's connect, and fix that right now.

Managing Director

Semi Retired and enjoying life with my family and friends, while saving folks money on essential services along the way!

A few years ago, I stumbled over an idea of getting paid a recurring income every month, when people paid their Electricity and Natural Gas bills. This idea was intriguing to me. 

People pay these bills every month. During Good times, or bad.

After doing my due diligence, I started my own Energy and Wireless business. And I was able to start building it in my spare time. 
After work. 
Weekends. 
Whenever I had the time. 
Fast forward to today, and in addition to Energy, I now get paid on the following services:

****Saving customers money on Essential Services for over 30 years!****

Natural Gas and Electric Service (Commercial and Residential)*
Wireless Service (My customers ride on the Nations Largest 5G Network)*
Impact Health Sharing (An Inexpensive Alternative to typical Health Insurance)*
Identity Theft Protection and Reimbursement!
Home Security and Automation
Payment Processing for Business (Credit card processing)*
Satellite Services
Cable & Television Services

         
         >Started in 1993
         >When a customer signs up, a child is fed
         >Learn how we are Converting Monthly Bills into Monthly Income: 
         > Click Here: https://www.legacypartners.biz/bp2024/
         >Work From Anywhere
         >Start out Part-Time


Now, this is all I do. Help people save on a bill they're going to pay anyway, and teach others how to make extra money, doing the same. 

**Realtors sell a house, and get paid once. Would it be OK to sell the services every homeowner wants and needs, and get paid year after year for that same house?** 

If you are ready to take that next step-building your own business, DM me here on LinkedIn, or schedule a Private Business Zoom here: https://calendly.com/chetcal




*****Note: No Bitcoin, Cryptocurrencies, Forex, lotions, potions, or pills. Ever!******

taplio

The Battle

Kayla Peña

Chet C.

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