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

Freelance Marketing Services

Western Building Products, Inc.

- Created and managed product in our PDM (Product Data Management) system.
-  Updated and Reported Unapproved Backorders
- Ran our Component Detail Report
- Updated, Analyzed and Reported Quote Scorecard Report
- Analyzed and Reported Triple Zero Component Orders
- Updated Warehouse Inventory Balance Report
- Managed Costs, Purchase Prices, and created new Sell Prices using Dynamics AX
- Created new product spec sheets using an array of Adobe programs
-  Took part in the development of new products increasing the depth of our product line(s).
- Took part in developing and maintaining our self serve sales platform
- Performed competitive analysis on our local market

Product Management Specialist

Johnson Controls

-	Organized current and potential customers using Salesforce
-	Managed JCI content, and monitored and analyzed competitors content using Social Studio
-	Managed both internal and external email campaigns
-	Analyzed website and social campaign metrics including organic, earned, and paid media
-	Participated in johnsoncontrols.com and York.com website content projects using Sitecore and Siteimprove
-	Mass emailed for multiple projects
-	Helped create Johnson Controls webpages

Digital Marketing, Trade Shows, and Events Intern

- Looked at and analyzed data
- Performed primary and secondary research using Qualtrics, internal data, participating in 1-to-1 interviews, online research and digging into company history
-  Formatted research results using excel and creating pivot tables
- Executed social media research and analytics
- Acquired new research business partners
- Helped create Johnson Controls webpages
- Helped create the new Johnson Controls research process and program

Research and Insights Intern

Broan

-	Conduct market research on demand drivers, product design, technology and pricing
-	Detailed Excel documents on data collected
-	PowerPoint presentations and slide shows
-	Participated in End of Year (EOY) meeting to reflect and then plan ahead
-	Product development
-	Product inspection and assessment
-      Developed product features coherently with sales and engineering teams

Product Marketing Intern

Cabela's

- Special Order forms for out of stock product 
- Post monthly sales and special sales offers
- Stocking product to the sales floor and warehouse
- Trained new employees in the same department 
- Acquired new club members through customer contact on the sales floor

Sales Representative

Domino's

- Helped customers over the phone and in person
- Handled customer complaints
- Directed customer service representatives and delivery drivers
- Took inventory and created product orders
- Balanced sales results to cash, credit and checks on hand
- Compared employee work hours to scheduled hours for employee attendance

Assistant Manager

- Helped customers over the phone and in person
- Completed customer orders on the makeline

Customer Service Representative

I’m a marketer who loves to help others grow using digital marketing, research and insights, as well as trade shows and events. I love working hard to see those I work with succeed. 

In late 2019, I made a friend, starting their own company. Hundreds of product units were designed and ordered, but with little brand awareness or an adequate sales campaign, the company's sales were not up to par. We are currently developing a campaign, a strategy, setting company goals, and looking to give this company the jump-start it needs. 

Outside of work I love sports and the outdoors. I always look forward to playing with friends and having a good time with friends and family at the cabin.

If you are interested in working together, please, don’t hesitate to reach out to me at trademarketingllc@gmail.com.

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The Battle

Kayla Peña

Timothy Montag Jr

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