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 Invisible Mentor

My guests talk about one problem or issue she's passionate about then present their answer in six minutes. The One Problem is a way for us to learn from each other.

Host of The One Problem Podcast

I specialize in teaching leaders - senior level executives and business owners - the art of strategic reading to acquire the knowledge necessary for their growth and success. I show leaders to efficiently extract valuable insights from books, enabling them to enhance their leadership skills and steer their businesses towards greater success.

Educator

When a journalist from Investor's Business Daily wanted to write an article about the books CEOs read, she interviewed me, the founder of The Invisible Mentor.  I love to read books off the beaten path, because they allow me to build my body of knowledge that I can draw on to creatively solve problems. I write about books, reading strategies, in-demand skills and more on The Invisible Mentor. License my content, so your employees get exposed to ideas to solve company problems.

So what else do I do? Looking to increase your visibility and gain credibility? Let me interview your clients, then craft your success stories. I am a storyteller. You can post your success stories on your website, publish in a newsletter. or use them to create an anniversary booklet to highlight an important organizational milestone. A good interview makes it easier to tell your story. An expert interview lets you tell more engaging and compelling stories.

On The Invisible Mentor blog, you will find inspiring stories about successful people, diverse book summaries with key lessons, and mini biographies of wise people you can learn from. Recently, I have been writing a lot about the skills professionals need to thrive in the future. Learn from the experiences of others. 

If you need someone to help you decide which books to read or online courses to take for ongoing learning, I can help you create a learning and development plan. If you need someone to interview your clients to capture the stories of your business, I can help you with that as well.

If this sounds like what you need, email me at avilbeckford@gmail.com

Typical Clients: Entrepreneurs, Small Business Owners, Trade Organizations, Professional Member Organizations, Professionals 50 - 60 years.

Content Writer/Creator

I help book-a-holics to accelerate their career by planting the seed of knowledge. 

Are you a professional, who is feeling stuck in his or her career? Join MoreReads: Blueprint to Change the World to get new skills, develop career resilience, cultural awareness, and get fresh perspectives, by reading diverse books. You read five books each month and learn to push yourself to the edges of your comfort zone to learn more than you could imagine. 

Why MoreReads: Blueprint to Change the World? It is not the typical professional development program. I created tools to help you to identify the big ideas from the books you read, so you can resolve challenges you face. After you have read five books, you get another tool to help you to combine ideas from the different books you read, elevating them into bigger ideas. If you are strategic about reading, choosing books that will stretch your mind, you can profit from your big ideas when you implement them. It takes only one big idea to transform your life and your business.  I created an e-book to help you to spot big ideas. Are you up for MoreReads: Blueprint to Change the World?

How can MoreReads: Blueprint to Change the World help you professionally? When you are reading the books during MoreReads, you are looking for ideas to mine - you are learning to become idea prone. This places you in a position of recommending the right ideas at work, which can help you to get noticed by influencers and power brokers, that can help your career progression. You to get more from your reading time. You may just get that promotion you deserve. Join the Performance Accelerator Plan today and be proactive about your career development!

Just some food for thought - I can turn MoreReads: Blueprint to Change the World into a professional book club for your organization.

If you are interested, email avilbeckford@gmail.com.

Typical Clients: Self-directed Professionals 25 - 49 years, who want to stand apart from peers.

Learning Strategist, MoreReads Success Blueprint

Originally from Jamaica, with stints in Calgary and New York, I now live in Toronto, Canada. I am the Founder and CEO of The Invisible Mentor (formerly Ambeck Enterprise), a firm that specializes in producing a variety of content, such as blog posts, fact sheets, reports, e-books, and book summaries. An expert interviewer, researcher and writer, with over 20 years of experience using interviewing as a data gathering and knowledge management tool, I combined these skills to craft the book, Tales of People Who Get It, and its companion workbook, Journey to Getting It.

An advocate for people taking control of their professional development, I founded The Invisible Mentor (http://theinvisiblementor.com) to provide an alternative mentoring model where professionals get the information and resources they need to mentor themselves. Through book summaries and reviews, profiles of wise people, and interviews with highly accomplished people, I create a safe place for self-directed learning, where professionals can learn, stretch, and grow in their career. 

I also founded the LinkedIn group, Leaders Are Great Readers, and the Strategic Reading Challenge to share my love for reading and to help people use a reading challenge as a learning tool.

Recognizing that relationships are the foundation of success, I facilitated the process on several occasions by interviewing members of a community, so they can share their stories with each other. I use interviews as a knowledge management tool for future leaders to benefit from the experiences and deep insights of present leaders. And I will interview your star employees and executives, taking their stories to the world.

If this interests you, email avilbeckford@gmail.com

Typical Clients: Senior Vice President of Human Resources and Senior Vice President of Marketing

Chief Communications Officer, Author of Tales of People Who Get It, Expert Interviewer

Ellevate Network

•	Make sure that Ellevate’s vision, brand, and mission are at the forefront of everything the Leadership Team undertakes.
•	Ensure the chapter is providing members with a great Ellevate experience. 
•	Represent Ellevate at chapter events and with local media when appropriate.
•	Work closely with HQ to act as ambassadors of the Ellevate brand.
•	Assist with providing strategic feedback and input for new HQ initiatives, products and proposed changes and improvements for the business.
•	Work with HQ to implement membership acquisition plans.
•	Responsible for working with HQ to ensure successful leadership succession.
•	Develop short- and long-term growth plans with the Membership Lead.
•	Plan and host regular, recurring Leadership Team meetings
•	Participate in monthly calls with Ellevate HQ.
•	Oversee other members of the Leadership Team and help develop future leaders
•	of the chapter.
•	Maintain a list of current contact information for Chapter Leaders and volunteers.

Co-President, Ellevate Network Toronto Chapter

Lead the Toronto Chapter of Ellevate Network.
•	Make sure that Ellevate’s vision, brand, and mission are at the forefront of everything the Leadership Team undertakes.
•	Ensure the chapter is providing members with a great Ellevate experience. 
•	Represent Ellevate at chapter events and with local media when appropriate.
•	Work closely with HQ to act as ambassadors of the Ellevate brand.
•	Assist with providing strategic feedback and input for new HQ initiatives, products and proposed changes and improvements for the business.
•	Work with HQ to implement membership acquisition plans.
•	Responsible for working with HQ to ensure successful leadership succession.
•	Develop short- and long-term growth plans with the Membership Lead.
•	Plan and host regular, recurring Leadership Team meetings
•	Participate in monthly calls with Ellevate HQ.
•	Oversee other members of the Leadership Team and help develop future leaders
•	of the chapter.

President, Ellevate Network, Toronto Chapter

Drake Beam Morin, Inc.

Data analysis
Customer profiling
Information gathering

Director of Research

Helping Leaders Know More, Do More, and Be More Through Strategic Learning and Curated Insights

I enable senior executives, business owners, and leadership teams to unlock their full potential by strategically leveraging knowledge from nonfiction books and diverse perspectives. My approach, Leadership Reading, equips leaders to save time, focus on what matters, and apply insights effectively.

Leadership Reading isn’t about consuming books cover-to-cover. It’s about reading with purpose. 

Leaders learn to:

- Identify the books that align with their goals.
- Focus on the 20% of the text that delivers 80% of the value.
- Apply proven strategies to extract insights quickly and effectively.

I’m also the creator of Bookish Notes, a resource available through The Art of Learning Leadership Academy. More than summaries, Bookish Notes provide curated insights, actionable ideas, discussion prompts, and diverse perspectives on key topics. These tools help leaders:

- Know More: Expand their knowledge with curated wisdom from diverse authors.
- Do More: Apply big ideas to solve challenges and drive results.
- Be More: Grow into informed, effective leaders who inspire change.

Through my work, I help leaders maximize their learning while minimizing time commitments. By focusing on the right books and actionable insights, professionals can creatively solve problems, make better decisions, and achieve meaningful outcomes.

What I Offer:

- Leadership Reading Mastery: Teach executives and organizations how to extract insights from nonfiction books strategically.

- Bookish Notes Membership: Access curated knowledge designed to build expertise and save time.

- Applied Knowledge Workshops: Interactive sessions tailored to equip teams with tools for strategic learning and implementation.

- Custom Learning Solutions: Tailored strategies for leadership development and organizational growth.

Whether you’re a senior leader or an organization seeking to empower your teams, my tools and strategies can help you Know More...Do More...Be More.

You can email me at info@theinvisiblementor.com.

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The Battle

Kayla Peña

Avil Beckford

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