I make it easy to understand your business' financial health // Accounting for B2B service businesses // Founder @ Accountful Advising

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 service 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

Need accounting? I deliver crystal-clear financial insights for service businesses & nonprofits ➡️ Make decisions with confidence

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I help first time managers in Ops 🦺 close the gap from a lack of training and support.

Professionally:

10 years of experience leading teams through tactical day to day execution while driving strategic vision with senior leadership at enterprises like Amazon and early stage startups. Skilled in collaborating with cross functional executives to identify and implement process improvements + systems to enhance scalability, reliability, and efficiency. Proven track record of utilizing data (heavily through Looker) to create operational processes from 0 - 1 to optimize workflows, implement scalable systems, and identify areas of improvement. Experience managing teams, building products & processes, managing CRM, developing KPIs & dashboards, and getting hands on to solve complex challenges.

Skills: 

Operations Management, Operational Excellence, Management, Leadership, Cross-functional collaboration, Stakeholder Management, Process Improvement, Continuous Improvement, Strategic Planning, Data Analysis, OKRs / KPIs, Project Management, Lean, Six Sigma, Problem Solving

Tools: 

Excel, Google Suite, Looker, Asana, Slack, MS Teams, Trello, Sharepoint, Notion, Canva, Calendly, Zoom, Active Campaign, Dropbox, and slight SQL (continuing to learn online)

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Personally: 

I've been lucky enough to live on both coasts (NJ and Cali) but I'll always be a Jersey guy at heart. I enjoy photography (have even done friends' weddings) and video games (huge Zelda fan). EDM is my focus music. Oh and I'm a foodie - I can out eat my wallet, which can be a problem.

Let's connect!

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Engagements

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