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

David Kreiger

SalesRoads

SalesRoads helps companies increase their revenues through our comprehensive lead generation and appointment setting programs.

President

Sell Like A Leader Podcast

The Sell Like A Leader Podcast is designed for revenue leaders who are on a mission to cultivate a high-performing sales team within their organization. Each episode is packed with valuable insights and strategies designed to help you lead your organization to sales success.

What sets "The Sell like a leader podcast" apart is our commitment to bringing you diverse perspectives from the front lines of sales leadership. Each episode features seasoned sales leaders, innovative strategists, and top performers – who share their real-world experiences and tactics. These are the leaders who are shaping the future of sales, and they're here to offer you direct insights into how they're building successful, winning teams in their organizations.

Whether you're a seasoned sales leader, a newly appointed VP, or aspiring to step into a leadership role, the "Sell like a leader podcast" is your mentor in podcast form. Tune in to transform your approach, inspire your team, and achieve new heights in your sales career. Join us on this journey to redefine sales leadership and empower your team towards unparalleled success.

Podcast Host

Entrepreneur Media

I write articles about B2B Sales & Marketing for Entrepreneur Magazine.
Find my columns here: https://www.entrepreneur.com/author/david-kreiger

Contributor

The Beanstalk Group

Manager, Brand Management

TradeOut

Sales Operations & Marketing Manager

President of SalesRoads // Expert in Building High-Performance Sales Teams for Over 20 Years // 500+ SDR Teams Built // 100,000+ Sales Opportunities Generated // 2X INC 5000

Founder and President of SalesRoads // Expert in Building High-Performance Sales Teams for Over 20 Years // 500+ SDR Teams Built // 100,000+ Sales Opportunities Generated // 3X INC 5000 // Entrepreneur Magazine Contributor

For the past two decades, I've guided companies ranging from pre-revenue startups to Fortune 500 giants in surpassing their sales goals. My extensive experience in building inside sales teams has taught me that while sales technology and tactics evolve, the proven methodology at SalesRoads remains consistently effective:

🔑 Attitude Over Aptitude: We focus on hiring individuals with the right mindset and attitude, knowing that skills can be honed through training and practice.

🔑 Precision Prospecting: Our SDRs work with accurate data and targeted outreach, engaging only high-quality leads.

🔑 Continuous Growth: We provide our SDRs with ongoing training, coaching, and support to ensure they stay current with the latest sales strategies and techniques.

🔑 Accountability and Metrics: We establish clear performance metrics, fostering a supportive environment for growth and improvement while holding team members accountable.

🔑 The Power of Human Connection: We emphasize genuine, personalized communication with prospects to build trust and drive sales success.

🔑 Agile Innovation: Our adaptability and responsiveness to industry changes enable us to adopt new technologies and strategies for maintaining a competitive edge.

🔑 Teamwork Makes the Dream Work: We cultivate a collaborative culture that promotes knowledge-sharing, teamwork, and collective success.

By upholding these principles, SalesRoads has consistently built and supported high-performing sales teams across diverse industries, propelling growth and helping companies achieve their sales objectives.

Here's what our clients say about working with us:

"I'm impressed by their work effort, desire to be successful, and willingness to make adjustments." - Bryan Luoma, CEO, Cadsourcing.

“It's just great to know that it really does feel like a partnership. They care about my success, and I care about their success.” - Amanda Cyr, The Government Market Director and Team Lead, AchieveIt.

"Salesroads is hands down the best-outsourced sales organization I have worked with." - Stephen Spiegel, Founder & CEO, Crewhu.

Ready to scale your sales operation? Reach out to me directly!

“Is there anything I can do to push this deal forward?”
“What blockers can I help remove?”
“Do you need anything from me?”

I saw a Reddit thread where sales reps were roasting managers for asking these questions every day.

At first, I didn’t get it.

Those are the right questions.

Then it clicked.

They weren’t mocking the questions.
They were mocking the gap between asking and acting.

When there’s no follow-through, your words start to sound like scripted leadership lines to your team.

So before you ask, “What can I do to help?”
Make sure you’re actually willing to do it.

Because leadership isn’t measured by what you offer. It’s measured by the action behind the words.

#reddit #salesmanager #salesleadership

20+ Years Building High-Performing Sales Teams // Host Of Sell Like A Leader Podcast // President of SalesRoads // 3X INC 5000 // 500+ SDR Teams Built // 100,000+ Sales Opportunities Generated //

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David Kreiger

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