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

Achievement by Design

I discovered the magic of coaching when, miserable in my job as a litigation associate, I went to see a career coach who was also a lawyer. He helped me reinvent myself and became a touchstone whenever I faced a crossroads in my career.  Along the way, I decided to follow in his footsteps.  No matter what the endeavor, a coach can help you accelerate your progress with proven methods.

In a nutshell, you describe what you want and, together, we explore options, design strategies for you to implement and achieve your goals. That is the winning formula I used with a best-selling author, attorneys from junior associate to chairman, accountants and executives. Common areas include: 
 - Marketing 
 - Confidence
 - Career transitions 
 - Leadership
 - Improving work relationships 
 - Work/life balance

Public Speaking:  I lead workshops and present to organizations on topics including marketing, improving self-confidence, effective goal-setting,  and communicating effectively.  I have presented at many continuing legal education seminars and can tailor most presentations to qualify for credit.

Founder and Lawyer Coach

The Legal Intelligencer

Lawyer coach Dena Lefkowitz helps attorneys learn what they don’t teach in law school: business development/marketing, leadership and she provides tools and strategies for career transformation within or outside the law.

Columnist

Nemours

Certified in Health Care Compliance by Health Care Compliance Association, conducted workplace investigations of alleged misconduct, analyzed legal requirements, evaluated organizational exposure, reported to Chief Compliance Officer and presented findings and recommendations to hospital leadership and human resources business partners.

Compliance

Commonwealth of Pennsylvania

Responsibilities included:

Advising the Executive Director on all legal affairs;
Appellate arguments before the Commonwealth and Supreme Court;
Supervising and mentoring staff attorneys
Overseeing and directing outside counsel;
Drafting external and internal policies;
Lobbying lawmakers to increase funding;
Recommendations to support initiatives of the Office of Open Records
Supervising litigation in appellate and common pleas courts;
Monitoring appeals from decisions of the Office of Open Records
Conducting training for public officials and attorneys and ppeals officers;
Handling inquiries from government officials and citizens;
Presenting continuing legal education seminars for attorneys;

Significant Accomplishments:
Oral argument before the Pennsylvania Supreme Court;
Created an appeals process pursuant to the new Right to Know Law;
Designed training for public officials on Pennsylvania's Sunshine Law;
Drafted the first Final Determination ever published by the Office of Open Records
Served as Senior Attorney and Appeals Officer from 2008-2010;
Drafted advisory opinions;
Instrumental in all aspects of implementing the Right to Know Law

General Counsel - Office of Open Records

Chester Upland School District

Represented and advised the Education Empowerment Board, Superintendent and executive management team on all legal matters involving the School District. Was responsible for all legal affairs including:
Creating the Office of General Counsel:
Reducing outside legal expenses by over $800,000 in the first year;
Developing strategies for cost-effective selections and use of outside counsel;
Overseeing outside counsel and reduction of litigation expenses
Drafting Policies and protocols ;
Providing counsel to improve governance and oversight of legal costs;
Drafting or approving all procurement contracts;
Monitoring and advising senior staff to ensure compliance with the Public School Code, Administrative Regulations, Public Employee Relations Act, Pennsylvania Human Relations Act, Public Officials Act, the Pennsylvania Charter School Law and law related to education including FERPA, NCLB, Title IX, and ADA;
Mediation of employee grievances;

General Counsel

School District of Philadelphia

Assistant General Counsel

Eckell Sparks Levy Auerbach Monte Sloane Matthews & Auslander, P.C.

Associate

ALAN R. KUTNER & ASSOCIATES

CAIOLA, CAIOLA & GOWEN

ABRAHAM, PRESSMAN & BAUER, P.C.

Business and Career Coach for Lawyers / Author of "Winning in Your Own Court" / Entrepreneur

When I was a kid, I was the only girl I knew whose dream did not involve walking down the aisle in a white dress. I wanted a career. My role models were more Mary Richards than Carol Brady. 

And the coolest career, I thought, would be to become a lawyer. 

Imagine if the girl whose mother called her “impossible” for being argumentative could use that specific trait and be a courtroom lawyer like Katherine Hepburn in “Adams Rib!” My dreams became grander when I was in law school and watched how the lawyers on “L.A. Law” lived. The sexy cases, the gorgeous designer suits, the cars, the prestige. Yes, please!

Well, that dream lasted for three years. Yup, 1000 days is all it took for me to realize that being a lawyer can really suck if all you know is what they taught you in law school.  As soon as I graduated, I began to see all the things I still didn’t know. And they were big, crucial things. How to get clients? I didn’t know. How to make partner? I didn’t know. How to change areas of practice if I didn’t like the first one I picked out of law school? I didn’t know.

And, that’s exactly what happened to me. I didn’t like being a litigator, my first job out of law school, because I had no idea what it was like. After all, we never saw the long hours, sleepless nights, drudgery, or stress on “L.A. Law.”

I realized that although I was helping some of my clients recover millions of dollars, I wasn’t feeling like a winner because I didn’t understand the basic laws of being a successful professional outside of the courtroom and so I quit. I shifted my practice a few times and, after 20 years, I decided to leave the law.

My dad said I was crazy. My colleagues said I was crazy. But I’m not crazy because, now, 14 years later with a successful coaching practice, having helped hundreds of lawyers win more in their careers and lives, I realize that this is my purpose, what I was made to do. I’m grateful I became a lawyer so I could become not-a-lawyer and help the rest because we will always need great lawyers. As a lawyer coach, I’m here to make sure we still have some.

Book a call here: https://achievementbydesign.com/calendar/

taplio

The Battle

Kayla Peña

Dena Lefkowitz, Esq.

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