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

Brady CFO

Dog-tired of your accounting function just not working in your small biz and feeling like you lack the insights or strategy to propel your business financially forward? 

As President of Brady CFO, I understand that many small and medium-sized businesses don’t have the budget to bring a full-time CFO on board. 

And as a business owner, you're tired of trying to wear the CFO hat. 

The hat either doesn't fit, or you've run out of the capacity to play that role. 

Your time needs to be spent on more strategic functions and business development. 

And that is where we can help. 

With Brady CFO, you can leave the stress of managing your finances behind and get back to operating within your strengths. You can finally focus on what matters most to allow your business to thrive.

Brady CFO offers part-time CFO services to businesses that need it the most. 

Brady CFO specializes in small, lower-medium-size businesses. Brady CFO has expertise in the food, ag, distribution/logistics, and professional services segments. 

Brady CFO can help you to enhance the accuracy and efficiency of your financial reporting, develop long-term strategies for your accounting team build-out, cultivate financial tactics focused on cash management and margin improvement, provide expert finance planning guidance for large-scale asset acquisitions, and procure credit financing for any existing gaps in current cash flow. 

The Brady CFO team is highly experienced and can help your company optimize its strategies in ways that are values-oriented and straightforward.

President

Homegrown Organic Farms

I started as the Director of Finance & Supply Chain. I could have stayed in this position and oversaw financial reporting and supply chain compliance activities. And that would have been fine...

But, that’s not me. 

Most of my colleagues described me as a “dog with a bone.” 

If there was a problem to solve, I was hungry to solve it. 

Because of my voracity to solve deep problems of inefficiencies and help the finance and supply chain function not be seen as just another back-office necessity, I was eventually promoted to CFO and oversaw the financial strategy of a group of 7+ entities with total combined revenues of greater than $100M. 

I did this while still overseeing the supply chain strategy and development of our business, helping acquire and oversee 2 entities, starting a new ecommerce venture, and selling our parent company and forming an ESOP. 

I achieved my mission of changing the perception of a CFO from “number-cruncher” to strategic business partner.

CFO & Director of Supply Chain

Fanatic of Biz Strategy & Growth 📈 Husband & Girl Dad 👨‍👧‍👧 Podcast Host 🎙️CEO of Brady CFO.

Are you trying to scale your company without a background in accounting and finance and feel like you’re drowning in cash flow and investment concerns?

Do you find yourself constantly contemplating questions like… 

- How do I improve my margins and bottom line?
- Do I have enough cash, or what do I do with my excess cash? 
- How do I make my business more valuable? How do I maximize its sale price? 
- Why is my cash flow so terrible? I have sales growth but never have enough cash. 
- How do I get better banking terms and get banks to actually want to do business with me? 

As President of Brady CFO, I lead a team of Fractional CFOs to support values-oriented CEOs/owners in America’s backbone businesses — getting answers to these questions and solving your cash flow and financial performance frustrations. 

➡️ Our team of corporate financial experts helps you build the business of your dreams and never run out of cash. 

We serve business owners with $5M-$40M in annual revenue in the following industries:

- Food
- Manufacturing
- Logistics
- Warehousing/Distribution
- Construction
- Professional Services 

With Brady CFO, you're not paying for deliverables. You're investing in a creative and evolving financial strategy that fits the needs of your growing business. 

Here are some of our bragging rights: 

💥We secured a $10 million line of credit for a company experiencing two years of declining financial performance, with more favorable loan terms than their prior $2.5 million line.

💥We've expanded accounting teams to support growth from $40 million to $80 million in sales, cutting overhead with technology and reducing financial report times from 60 to 15 days.

💥We took a client from a $500k line of credit to a $2.5mil line with lighter bank covenants and a more dedicated banking partner.

💥We've facilitated numerous business sales and purchases, assessed many potential deals, and mastered business valuation and enhancement techniques!

Are you ready to elevate your business's financial health and drive sustainable growth?

Book a call today to learn more about working with Brady CFO ➡️ https://calendly.com/bradycfo/consultation-with-mason 
Services

As President of Brady CFO, I support a team of corporate financial experts who help you build the business of your dreams and never run out of cash. Our fractional CFO service firm provides strategic financial leadership to companies with $5M-$40M in annual revenue.

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The Battle

Kayla Peña

Mason Brady, MBA, CMAA

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