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

The Conflict Strategist

Got conflict? If you and your team are stuck in conflict, The Conflict Strategist will get you unstuck.

Conflict happens. With a change in mindset and through better communication, conflict is a strategic business opportunity.

Thought Leader in Communication, Negotiation & Conflict Management.

Conflict Management Services as a Neutral, Mediator, Arbitrator, Coach, Trainer and Educator.

The Conflict Strategist is a Service Mark.
The Conflict Strategist is also a Registered Assumed Name for Mediation & Arbitration Forum LLC.

Principal - Business Owner

New York University

Develop and teach courses for Conflict Management, Cross-Cultural Communication, and Mediation. 

Conflict Management Techniques for the Workplace is SHRM [Society for Human Resource Management] Academically Aligned. Course is part of the Human Capital Management Certificate; and the Executive Business English & Global Communication Certificate.

Customized Learning Solutions in Negotiation for Law Students - Week-Long Training for International Students in Masters of Law Program

Adjunct Faculty Instructor

FINRA

Arbitrator for customer disputes, employment issues, contracts, and financial services.

Arbitrator

The Conflict Strategist℠ ⦁ Workplace conflict? If you are stuck in conflict, I will get you unstuck ⦁ Team Managers, HR Leaders, & Business Owners, DM to learn more ⦁ Quick Tips: Read my blog, The Strats℠

If you struggle with:
>Feeling anxious about difficult conversations
>Avoiding conflicts with your colleagues
>Being managed by a micromanager
>Hesitating to negotiate about work, deadlines, and more.

THEN count on me to help you transform your response and reframe how you communicate.

How? I will be your guide to reimagine conflict, negotiations & communication. I empower you to build a framework for success with proven strategies and techniques.

My name is Leslie Nydick, The Conflict Strategist. Let’s unlock your conflict-solving superpowers.

Why me? I was in the middle of conflict every day. I felt stuck.

I was bombarded with:
>A never-ending flow of demands from internal clients
>Complaints from user groups about shared spaces
>Missed deadlines by vendors, without any notice
>Emails that sounded like people were upset with me.

What was I doing? I was leading real estate, design, & construction in all types of industries: financial services, education, publishing, entertainment, communications, & government. 

There was something they ALL had in common: CONFLICT 

What did I do? There were a lot of attempts, fails, mishaps, AND finally, the wins. I cracked the code for managing conflicts, and I want to share it with you.

Your choice:

>The Conflict Tune-Up: a compact service with impact. We start with a survey. Then we meet, virtually or in person. I deliver an action plan. We finish with check-ins.

>Coaching or Facilitating: whether the conflict is with an individual or a team, I will lead you to a new framework of communication & resolution. 

>Customized Learning Programs: this is a great choice to be proactive before your team is stuck in conflict, or when they are struggling with a pattern of conflict.

>COMING SOON: Bootcamps & Learning Programs for individuals, teams & organizations.

What results can you expect:

Increased Productivity: Research shows that up to 50% of our time is spent managing conflict. Trade those hours of managing conflict to refocus on core responsibilities.

Happier Workplaces: Unmanaged conflict results in toxic workplaces, and people leave. If conflict is swiped away, it gets worse. When conflict is managed, relationships grow, people are happier at work, and we want to stay. 

Why me?
My clients do NOT come back, 
EXCEPT to give me updates, 
and to share referrals.

I have helped thousands transform conflict into opportunity, and I am ready to support you.

What’s next? Follow me to engage with my content or DM me with your questions.

taplio

The Battle

Kayla Peña

Leslie Nydick

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