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

PUSH Agency (Corporate)

I deliver strategic oversight for the training department for LMS budgeting and planning.

Through cross-functional collaboration, I deliver innovative solutions based on training, new technology implementation, and communication.

As a Learning Coach and Primary Resource, I train and upskill managers, supervisors, and all employees via education and professional development efforts.

I manage resident HR for robust employee development, hiring, separation, and compliance with HR laws/guidelines.

My key accomplishments include:

• Overhauled onboarding orientation and new hire training for all departments (U.S. and offshore based), while expanding onboarding from one to three weeks with online, role play, and shadowing learning, which resulted in boosting information retention and comprehension by 95%.

• Introduced leadership training series for senior management's development after company-wide evaluation, which facilitated the team with informed decision-making.

• Transformed PUSH to new LMS system by conducting research, developing innovation solution, and leading overall transition.

• Increased performance output by authoring, digitizing, and deploying first company playbook and manager playbook.

• Ensured smooth flow of information between client company and PUSH's accounting department by formulating comprehensive timesheet reporting process.

• Devised and coordinated employee training programs for key clients.

• HRBP for domestic and offshore employees.

• Operational Development across all departments.

Senior Manager, HR & Training

Head of Learning and Development

Operations Training Manager

Clayton Real Estate

•	Utilize Zillow, Zoom, Realtor.com, MyDesk, Canva, and Command to provide administrative support to the real estate team.
•	Assist in the design of mailer inserts aimed at soliciting reviews, incorporating QR codes for ease of access.
•	Perform data entry tasks with a focus on accuracy and completeness.
•	Update and maintain the master client list to ensure accurate records of client information.
•	Manage the distribution of client and potential client mailers for a variety of communications.

Remote Real Estate Data Entry Specialist

Mt. San Jacinto Community College District

As an Adjunct Instructor, I managed three-unit courses, small business entrepreneurship and business communications, in-person, hybrid, and online.

I delivered interactive courses while guiding students on writing full business plans covering P&L, marketing/operations plans, launch of start-ups, and communication management.

My key accomplishment includes:

• Formulated college courses with assignments and testing, which resulted in 96% pass-rate.

Associate Faculty, Business Administration

Everything Small Business

My own site dedicated to sharing information about business - all aspects from entrepreneurship to sales to HR topics - along with self-care and personal life tips, tricks, and helpful reminders.

CEO | Author | Blogger

BDS Marketing, LLC.

I evaluated learning and development (L&D) needs, and developed innovative solutions and strategies in support of ongoing programs, namely TracFone, Nest, ADT, Qualcomm, iRobot, and LG HA.

To spearhead L&D initiatives, I designed and implemented training courses in communications, sales, customer-focus, and professional growth.

As a Member on the board of several internal task forces, we created field team/retail training, enhanced program efficiencies, and completed competitive products overview and comparisons.

My key accomplishments include:
• Trained a remote team of 40 cross-functional employees and devised all curriculum in the beginning of COVID-19 pandemic, which contributed to business continuity.
• Surpassed clients’ expectations due to teams’ performance, while fostering high-talent, collaborative environment, which resulted in winning two RFPs with clients despite having higher prices in comparison with competitors.
• Transitioned the team from a Google-based training/document system to Teams/SharePoint and delivered full training initiative, while educating the team on using the system.
• Recognized as leader in the team and individual target acquisition, including sales, customer/employee reach, and visits.
• Recruited and managed talent, including 15 - 100 employees, full-/part-time on six programs.
• Established the largest team on iRobot program across five state and Canada.
• Motivated the team for special projects, which resulted in more volunteers than other two teams.
• Streamlined operational activities by designing playbooks and SOPs (in PDF and online version) for field and management teams, which slashed onboarding training time from three to 1.5 weeks and boosting team's efficiencies.
• Revamped reporting cadence and instructions and improved access to reporting information for the team, which ensured informed decision-making, allowed change to reporting frequency and delivery for field personnel, and enabled KPI tracking and completion.

Regional Training & Operations Manager

Hemet Public Library

Customer service, computer troubleshooting and assistance, checking in books, creating new book covers, and sorting and putting books away.

Volunteer

Celluphone

I delivered direction and support to manage cross-departmental projects, including training development and execution initiatives.

I expedited integration and testing of new sales CRM system while delivering training for sales team, call center, and executive board, which resulted in achieving 95% sales quota after new system deployment.

My key accomplishments include:
• Headed sourcing of and signed eSecuritel as only phone-insurance program for licensees as well as liaised with internal departments for custom system development, and educated sales team and independent store owners, which boosted store gross profit by up to 50% per month in the first 6-months.
• Contributed to fostering collaborative and healthy culture by launching peer recognition programs along with corporate sponsored reward incentives, which resulted in overcoming morale challenges (after 30% company-wide layoff) and dropping personnel turnover to 2% after company restructuring.

Senior Project Manager

Yakety Yak Wireless

Vendor management, training, operations, & HR responsibilities for national franchise system.

Development of turn-key solutions for franchisees, 90 new store openings & the sale of 200 new franchise opportunities.

Designed and authored the business operations manual, distance learning modules, & weekly conference calls.

Created and executed the New Franchisee Training program, a 3-week training courses for franchisees:
Week 1: setting up the business, real estate, build-outs and planos, product ordering, systems setup. 
Week 2: business operations, HR management, sales training, inventory management, and P&L.
Week 3: role play and real-life training in a local location with real systems and customers.

Responsible for ensuring effective and successful implementation of training and development initiatives and weekly webinar topics. 

Assisted with the creation of the modular store-within-a-store build out concept, spearheading the new concept of a wireless store within another retailer. 

Responsible for reviewing and managing corporate and franchises systems, including the point of sale system and product and build-out ordering processes and systems.

Reviewed and negotiated wireless contracts with companies like Verizon Wireless and T-Mobile. 

Assisted with the updating of the Franchise Disclosure Document (FDD).

Management & coaching for 40+ franchised locations nationwide, assisting business owners to develop appropriate business policies, plans, and processes.

Director of Operations

Cheap Geeks Computer Service and Repair

Team development, operations, and marketing for an in-home technical service for computer system installation, maintenance and software updates.  

Results: 

•	60% growth in sales within three months through marketing and lead generation efforts. 
•	Enhanced reporting through process improvement changes. 
•	Increased team morale and new business development through team training and development activities.

Responsibilities/Accomplishments:  

•	Team development of computer service technicians through training and development, leadership development, customer service techniques, sales operations and processes, business management, contract negotiation, and process improvement.

•	Business management and culture change through the creation of new back-office tracking system developed to enhance customer relations, sales management, retail sales, account management, and lead generation. 

•	Grass roots marketing plans developed to increase lead generation, customer base, and retail sales.

President / Advertising Specialist

GoWireless, Inc.

Managed brick and mortar Verizon retail store including staffing, marketing and sales performance.

Results: 

•	Increased employee morale, customer involvement in the sales cycle, and an increase in overall sales of 129% within 30 days of implementation of new business and sales processes and procedures. 
•	Increased store revenue from $17,500/month to $25,500/month. 
•	Increased customer walk-ins by 67% through marketing and lead generation efforts.

Responsibilities/Accomplishments: 

•	Creation and implementation of new retail operational processes and procedures through decreased employee downtime, increased customer service follow-up, inventory management practices, B2B sales, and B2C sales

•	Increased marketing and branding through new marketing campaign design and implementation and in-depth community involvement. 

•	Team development through Initial and ongoing training and mentoring to meet and exceed monthly retail goals, and embracing corporate policies but took personal interest of store’s success to overcome geographical isolation from corporate resources.

Store Manager

𝑰 𝒂𝒎 𝒂𝒏 𝑳𝒆𝒂𝒓𝒏𝒊𝒏𝒈 𝑬𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆 𝑫𝒆𝒔𝒊𝒈𝒏𝒆𝒓, 𝒂 𝒃𝒖𝒊𝒍𝒅𝒆𝒓 𝒐𝒇 𝒑𝒆𝒐𝒑𝒍𝒆, 𝒕𝒆𝒂𝒎𝒔, 𝒂𝒏𝒅 𝒕𝒉𝒆 𝒔𝒕𝒖𝒇𝒇 𝒄𝒐𝒎𝒑𝒂𝒏𝒊𝒆𝒔 𝒂𝒓𝒆 𝒎𝒂𝒅𝒆 𝒐𝒇.

Building is my 𝒑𝒂𝒔𝒔𝒊𝒐𝒏. Building successful, profitable, and competitive companies, teams, and people. I love cultivating a culture of inclusion and competition. 

I ask the tough questions. I’m flexible and I maintain my ethical integrity in everything I do.

I am known for assessing organization’s training needs and 𝒅𝒆𝒗𝒆𝒍𝒐𝒑𝒊𝒏𝒈 𝒓𝒐𝒃𝒖𝒔𝒕 𝑳&𝑫 𝒔𝒐𝒍𝒖𝒕𝒊𝒐𝒏𝒔 with 𝒕𝒆𝒄𝒉𝒏𝒐𝒍𝒐𝒈𝒊𝒄𝒂𝒍 𝒊𝒎𝒑𝒍𝒆𝒎𝒆𝒏𝒕𝒂𝒕𝒊𝒐𝒏 that grow companies, teams, and people as well as ensuring sustainable business growth through performance excellence.

I have been successful in driving the 𝒄𝒓𝒆𝒂𝒕𝒊𝒐𝒏 𝒐𝒇 𝒂 𝒕𝒉𝒓𝒊𝒗𝒊𝒏𝒈 𝒂𝒏𝒅 𝒊𝒏𝒄𝒍𝒖𝒔𝒊𝒗𝒆 𝒐𝒓𝒈𝒂𝒏𝒊𝒛𝒂𝒕𝒊𝒐𝒏𝒂𝒍 𝒄𝒖𝒍𝒕𝒖𝒓𝒆, instilling a sense of 𝒄𝒂𝒎𝒂𝒓𝒂𝒅𝒆𝒓𝒊𝒆, and promoting 𝒂𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒃𝒊𝒍𝒊𝒕𝒚, resulting in a 𝒑𝒐𝒔𝒊𝒕𝒊𝒗𝒆 𝒘𝒐𝒓𝒌 𝒆𝒏𝒗𝒊𝒓𝒐𝒏𝒎𝒆𝒏𝒕 for teams of all sizes throughout the US, Canada, and Philippines.

My proven history 𝒅𝒆𝒎𝒐𝒏𝒔𝒕𝒓𝒂𝒕𝒆𝒔 𝒔𝒖𝒄𝒄𝒆𝒔𝒔 𝒅𝒆𝒔𝒊𝒈𝒏𝒊𝒏𝒈 appropriate resources for several companies/teams that reduced onboarding time by half and increased retention/efficiency.

I have managed people, teams, and departments. I am well versed in 𝒄𝒓𝒆𝒂𝒕𝒊𝒏𝒈 𝒂𝒏 𝒐𝒖𝒕𝒔𝒕𝒂𝒏𝒅𝒊𝒏𝒈 𝒂𝒏𝒅 𝒘𝒐𝒓𝒍𝒅-𝒄𝒍𝒂𝒔𝒔 𝒄𝒖𝒍𝒕𝒖𝒓𝒆 𝒕𝒉𝒓𝒐𝒖𝒈𝒉 𝒑𝒆𝒐𝒑𝒍𝒆, 𝒑𝒆𝒓𝒇𝒐𝒓𝒎𝒂𝒏𝒄𝒆, 𝒂𝒏𝒅 𝒕𝒆𝒂𝒎 𝒊𝒏𝒄𝒍𝒖𝒔𝒊𝒐𝒏, 𝒎𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕, 𝒂𝒏𝒅 𝒂𝒄𝒄𝒐𝒖𝒏𝒕𝒂𝒃𝒊𝒍𝒊𝒕𝒚. I have managed teams as small as 1 other person and as large as 100+ employees throughout the US and Canada. 

𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝘁𝗶𝗲𝘀: 

4DX, Scaling Up, EOS, Absorb, Trainual, ELB Learning, Lectora, Microsoft Office, Google Suite, TEAMS / SharePoint, Zoom, Trello, Slack

𝑻𝒓𝒂𝒊𝒏𝒊𝒏𝒈 𝒂𝒏𝒅 𝑳𝒆𝒂𝒓𝒏𝒊𝒏𝒈 𝑫𝒆𝒗𝒆𝒍𝒐𝒑𝒎𝒆𝒏𝒕 - from customers to C-Suite, assessments, development, and facilitation of a variety of training from new hire training to coaching leadership in their personal development.

𝑯𝑹 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 - including talent acquisition, change management, culture development, coaching and mentoring, and the legal side of HR.

𝑷𝒓𝒐𝒋𝒆𝒄𝒕 𝒂𝒏𝒅 𝑶𝒑𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒔 - organizational strategic planning and execution, project management, Playbook / SOP creation and deployment, and accountability coach. #Opentowork

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The Battle

Kayla Peña

Kristy Lopez 🦄

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