Hello! My name is Kate

Your

Operations Expert

Specialized in Global Startups

I pave the way for exponential growth by removing operational bottlenecks. Whether it’s people, process or technology, I have a powerful skillset that enables me to make an impact.

A jack of all trades, is a master of none, but is oftentimes better than a master of one.

Accounting

Talent Acquisition

Management

Process Improvement

Automation

Goal Setting

Project Management

Accounting

Talent Acquisition

Management

Process Improvement

Automation

Goal Setting

Project Management

Accounting

Talent Acquisition

Management

Process Improvement

Automation

Goal Setting

Project Management

What I do

Jump into chaos

And build well oiled growth machines

Operations: Better Together

About Me

Global Talent Acquisition

I have over 6 years of global talent acquisition experience. I have hired people across 3 continents; tackling language, payment and contract barriers; and can determine the best role location to target for various positions. I have hired across a vast array of job skills, including everything from personal assistants to growth marketers, to C-suite hires.

Motivating Management:

Finding good talent is just the start! I have directly managed over 25 individuals, and taught multiple subordinates with potential how to manage also. I love to form genuine connections with each staff that I am working with and I use the knowledge gained about each person to support their career goals. I am a specialist in managing non-subordinates as well using my special powers of motivation to align goals and accomplish cross team initiates.

Automation Champion:

I love talking to different people and teams to isolate pain points and find opportunities for improvement. I have worked with tech teams in each role to make everyone’s job easier and sometimes fully automated. I excel at working myself out of a job, through hiring or automating, but I’m also great at finding new places that I can help out!

Establishing Repeatable Workflow:

You should bet on the fact that I’m going to make every workflow repeatable by anyone. I separate the decisions to create a smooth workflow, that includes specific points for approvers to easily catch any potential errors BEFORE they happen. I am not daunted by implementing software to help with the process, and have extensive experience with all the major software including Asana, ClickUp, Notion, and Trello.

Co-Founded a Y-Combinator Startup

Replaced the COO, and built the company alongside the CEO

Started with just 2 employees and personally recruited 50

Streamlined and implemented systems and processes, hiring specialist professionals as needed to ensure fail-safe procedures over multiple departments

Managed multiple teams including accounting, HR, construction, and maintenance

Worked directly with the tech team to overhaul our systems to attract tenants and support investors

The company was accepted into the YC W22 cohort

Managed Explosive Growth

Originally hired as a part-time assistant and progressed to director of operations

Participated in growing the company from 10 employees to now over 100

Dealt with clients directly, and eventually hired and trained out my position

Oversaw financials, including transforming 2 unprofitable departments into profit centers

Personally established a new profitable service line.

Worked directly with developers to build in house software to reform my department

Built A Successful Accounting Firm

Managed client relations

Built and coached team of overseas staff

Oversaw bookkeeping & compliance

Built procedures to unify the bookkeeping team

Firm successfully sold in 2020

Uncovered over $1m in missed profit opportunities

Researched growth opportunities, leading to establishing multiple new lines of business

Unified processes across staff and improved documentation

Team management & talent acquisition support

Wrote spec documents to further automation saving hundreds of staff hours

Reviewed tech output to find and report bugs affecting profit

Don't Just Take My Word For It

History is The Best Predictor of Future

31 happy CEOs & Counting!

Megan Taylor

Taylor Marketing

★★★★★

Joel truly went above and beyond on our contract. While I originally hired him to give me a consultation on how much tax I could expect to pay for 2019, he ended up also filing for me. It was clear to me that he did his research to understand my somewhat unique situation and find the best avenues possible for me and my business. He also provided me with some bookkeeping advice going forward, which I greatly appreciated. Overall, his services gave me SO much peace of mind. I will definitely continue working with him and would recommend his services to anyone.

Josée-Anne Sarazin
6 Figure Seller

Fit Hippie

★★★★★

It was great working with Joel. He understood what I needed and was able to set-up my finances so quickly and efficiently, even though my business had soooooo many transactions and accounts and was "on paper" for more than 5 years. I would definitely rehire him and recommend him. Thanks so much Joel!

Carolina Mastretta
7 Figure Seller

Original Fire Games

★★★★★

Joel is extremely diligent, communicates openly and always delivers on time.

Nicholas Love
7 Figure Seller

Ascend Solutions

★★★★★

What a joy to work with a complete professional. Joel works efficiently and effectively and really becomes a valued part of your team. Cannot recommend highly enough. Thanks Joel!

Bob Galinsky
7 Figure Seller

Geotoystore

★★★★★

Excellent consultant, crushed our inventory tracking problem. Would be happy to work with him again.

Alyse Vo
7 Figure 3PL

Trans-Commercial Logistics

★★★★★

Everything we could hope for in a professional. We're lucky to have found him.

Karen Friesecke
6 Figure Seller

Doggystylish

★★★★★

I was very pleased with the work Joel did for me. He sorted my gigantic accounting mess no problem. He was friendly, had good communication skills, answered questions promptly & had no problem doing a little hand holding with a Quickbooks newbie like me. I would absolutely hire Joel again.

Barry Colston
6 Figure seller

Maersk Oil

★★★★★

I would give this guy 10 stars if I could. He completes work at lightning speed. Replies to every message within 1-2 mins. The results were fantastic. A true financial ninja.

Vanessa Hebb
7 Figure Seller

S&J Management Ltd.

★★★★★

Joel did an excellent job and we were happy with the work but also the turnaround time. Highly recommended!

Caitlyn Fry
6 Figure Seller

Mountainview Movement

★★★★★

Joel is responsive, knowledgeable and always on hand to answer our questions. Will be working with him indefinitely!

Stamatina Haralampous

Moving Touch Massage

★★★★★

Joel is AWESOME! Very thorough, knowledgeable, reliable and patient! I am very happy to be working with him!

Jennifer Paul

Popoyo

★★★★

l Enjoyed working with Joel! Excellent attention to detail and fixed a number of things in our business for us.

Johnathan Ta
7 Figure Seller

RedRestore

★★★★★

Joel is a finance pro who knows his stuff and productively advises on how to get things done right, the first time. Absolute communication throughout, extremely knowledgeable and super efficient. Thank you!

Hannah Chisholm
6 Figure Seller

Eggcitables

★★★★★

Clear communication, very professional and timely work!

Karen Danudjaja
8 Figure Seller

Blume

★★★★★

Joel was literally a lifesaver. Our books needed more work than I thought and he was patient, communicative and thorough. I would absolutely go to Joel again and recommend him . My first time consulting so I was skeptical, but the process was absolutely seamless and stress-free, in large part due to Joel's professionalism.

Jeremy McCarthy

Venture Workforce

★★★★★

Very knowledgeable and responsive.

Brenna T.

Temple Copywriting

★★★★★

Joel clearly knows his stuff and because of it I ended up saving more than two thousand dollars. He makes number crunching easy and has an incredible amount of patience. I was really impressed with his response time, too - he replied to all my messages right away. Hire Joel, you won't be disappointed.

Edward Smith
6 Figure Seller

Grey Group

★★★★★

It was a real pleasure working with Joel who went above and beyond expectation and laid everything out in a clear and concise manner. A true professional and will happily keep him on as my accountant in the future.

Jessee Bourque
6 Figure Seller

MPR Tools

★★★★★

Very good service and professional! I will definitely rehire him for his services!

Laurent Mascherpa

Massive Finger

★★★★★

Joel was very clear with my options and was supportive and patient with the tasks I had to complete on my side. I highly recommend him!

Rodney Briere

Briere Advisory

★★★★★

A+++Wonderful experience, very professional!

Ramin Sadat
7 Figure Seller

Instachew

★★★★★

Joel has been a massive help for us in getting our accounting and bookkeeping straight. He has gone above and beyond his responsibilities to help us achieve our goals. Joel has also automated many of our tedious book keeping and accounting processes that overwhelmed myself and my team. If you are a business looking for accounting and various solutions, I’d recommend that you hire Joel to get the job done.

Gizem Gulec
8 Figure Seller

Daltrong Knives

★★★★★

It has been a pleasure working with Joel. He did an amazing job taking over the NetSuite implementation and putting together a brand new structure for our financial reporting. He has been an indispensable part of the Dalstrong team. Hiring a team of accountants & ops personnel ,working on many finance and supply chain related projects, he proved himself as an excellent contributor and team leader. 

David Schild

EpiGrowth

★★★★★

I had the opportunity to work with Joel recently. I very much appreciated his professionalism. Not only did I find him to be very knowledgeable with what I needed, I also saw him to be very communicative and thorough. Joel demonstrated a high level of professionalism when it came to the work I needed done. He constantly followed up with me and continuously provided me with great results. I look forward to working with him again.

Siobhan Brenton

Rethink Charity

★★★★★

Joel was an incredible accountant to work with on our charity returns. His deep understanding of professional accounting made us comfortable from the start. Joel is a great communicator, very proficient and exceeded our expectations for this project. I would definitely recommend hiring him and we will likely continue to work with him in the future.

Robin Ayme
7 Figure Seller

Boltd Solutions

★★★★★

Joel has been really knowledgeable and friendly during our sessions. He helped me to take control of all my new corporation accounting and is acting as a personal advisor for many tax situations. I keep working with him on a recurring basis for one time audits and would recommend anyone to use his services. => A great person to work with.

AJ Thompson
7 Figure Seller

BitCreative

★★★★★

Joel was absolutely amazing to work with. He completed all tasks and suggested approaches that would work for both our professional standards. His rates are reasonable, but he also works quickly. If you're looking for anything ops related, do not hesitate to hire Joel immediately. A+++

Danica Mai Dela Cruz

Wondrous Creators

★★★★★

Joel did an awesome job in coaching me. He shared a lot of information that I needed to get my business started. He is exactly the accountant I was looking for. He has clear answers to all of my questions. I believe he can help me tremendously in handling my business' accounting & bookkeeping.

Ian Kerr
6 Figure Seller

MeterPlugs

★★★★★

We hired Joel to help us get our tax compliance in order, and overall financials. He did a fantastic job, completing all of the returns on schedule. He answered all of our questions and offered feedback as to how we could improve our bookkeeping going forward. I would highly recommend Joel for any of the aforementioned work.

Ramin Sobbi

UGO Media

★★★★★

It's been a pleasure working with Joel, I highly recommend him for all of your accounting needs! Once again, Joel has provided outstanding work. He is diligent and an absolute expert at handling all my business and personal accounting needs. 10/10 experience!

A Subhan Mohammed
6 Figure Seller

TraderLane

★★★★★

We are IT People with little to no knowledge about ok keeping and taxes. Joel helped us with his skills and helped us with bookkeeping with very little assistance. He understood our business and worked his way out. Thank you Joel

Megan Taylor

Taylor Marketing

★★★★★

Joel truly went above and beyond on our contract. While I originally hired him to give me a consultation on how much tax I could expect to pay for 2019, he ended up also filing for me. It was clear to me that he did his research to understand my somewhat unique situation and find the best avenues possible for me and my business. He also provided me with some bookkeeping advice going forward, which I greatly appreciated. Overall, his services gave me SO much peace of mind. I will definitely continue working with him and would recommend his services to anyone.

Josée-Anne Sarazin
6 Figure Seller

Fit Hippie

★★★★★

It was great working with Joel. He understood what I needed and was able to set-up my finances so quickly and efficiently, even though my business had soooooo many transactions and accounts and was "on paper" for more than 5 years. I would definitely rehire him and recommend him. Thanks so much Joel!

Carolina Mastretta
7 Figure Seller

Original Fire Games

★★★★★

Joel is extremely diligent, communicates openly and always delivers on time.

Nicholas Love
7 Figure Seller

Ascend Solutions

★★★★★

What a joy to work with a complete professional. Joel works efficiently and effectively and really becomes a valued part of your team. Cannot recommend highly enough. Thanks Joel!

Bob Galinsky
7 Figure Seller

Geotoystore

★★★★★

Excellent consultant, crushed our inventory tracking problem. Would be happy to work with him again.

Alyse Vo
7 Figure 3PL

Trans-Commercial Logistics

★★★★★

Everything we could hope for in a professional. We're lucky to have found him.

Karen Friesecke
6 Figure Seller

Doggystylish

★★★★★

I was very pleased with the work Joel did for me. He sorted my gigantic accounting mess no problem. He was friendly, had good communication skills, answered questions promptly & had no problem doing a little hand holding with a Quickbooks newbie like me. I would absolutely hire Joel again.

Barry Colston
6 Figure seller

Maersk Oil

★★★★★

I would give this guy 10 stars if I could. He completes work at lightning speed. Replies to every message within 1-2 mins. The results were fantastic. A true financial ninja.

Vanessa Hebb
7 Figure Seller

S&J Management Ltd.

★★★★★

Joel did an excellent job and we were happy with the work but also the turnaround time. Highly recommended!

Caitlyn Fry
6 Figure Seller

Mountainview Movement

★★★★★

Joel is responsive, knowledgeable and always on hand to answer our questions. Will be working with him indefinitely!

Stamatina Haralampous

Moving Touch Massage

★★★★★

Joel is AWESOME! Very thorough, knowledgeable, reliable and patient! I am very happy to be working with him!

Jennifer Paul

Popoyo

★★★★

l Enjoyed working with Joel! Excellent attention to detail and fixed a number of things in our business for us.

Johnathan Ta
7 Figure Seller

RedRestore

★★★★★

Joel is a finance pro who knows his stuff and productively advises on how to get things done right, the first time. Absolute communication throughout, extremely knowledgeable and super efficient. Thank you!

Hannah Chisholm
6 Figure Seller

Eggcitables

★★★★★

Clear communication, very professional and timely work!

Karen Danudjaja
8 Figure Seller

Blume

★★★★★

Joel was literally a lifesaver. Our books needed more work than I thought and he was patient, communicative and thorough. I would absolutely go to Joel again and recommend him . My first time consulting so I was skeptical, but the process was absolutely seamless and stress-free, in large part due to Joel's professionalism.

Jeremy McCarthy

Venture Workforce

★★★★★

Very knowledgeable and responsive.

Brenna T.

Temple Copywriting

★★★★★

Joel clearly knows his stuff and because of it I ended up saving more than two thousand dollars. He makes number crunching easy and has an incredible amount of patience. I was really impressed with his response time, too - he replied to all my messages right away. Hire Joel, you won't be disappointed.

Edward Smith
6 Figure Seller

Grey Group

★★★★★

It was a real pleasure working with Joel who went above and beyond expectation and laid everything out in a clear and concise manner. A true professional and will happily keep him on as my accountant in the future.

Jessee Bourque
6 Figure Seller

MPR Tools

★★★★★

Very good service and professional! I will definitely rehire him for his services!

Laurent Mascherpa

Massive Finger

★★★★★

Joel was very clear with my options and was supportive and patient with the tasks I had to complete on my side. I highly recommend him!

Rodney Briere

Briere Advisory

★★★★★

A+++Wonderful experience, very professional!

Ramin Sadat
7 Figure Seller

Instachew

★★★★★

Joel has been a massive help for us in getting our accounting and bookkeeping straight. He has gone above and beyond his responsibilities to help us achieve our goals. Joel has also automated many of our tedious book keeping and accounting processes that overwhelmed myself and my team. If you are a business looking for accounting and various solutions, I’d recommend that you hire Joel to get the job done.

Gizem Gulec
8 Figure Seller

Daltrong Knives

★★★★★

It has been a pleasure working with Joel. He did an amazing job taking over the NetSuite implementation and putting together a brand new structure for our financial reporting. He has been an indispensable part of the Dalstrong team. Hiring a team of accountants & ops personnel ,working on many finance and supply chain related projects, he proved himself as an excellent contributor and team leader. 

David Schild

EpiGrowth

★★★★★

I had the opportunity to work with Joel recently. I very much appreciated his professionalism. Not only did I find him to be very knowledgeable with what I needed, I also saw him to be very communicative and thorough. Joel demonstrated a high level of professionalism when it came to the work I needed done. He constantly followed up with me and continuously provided me with great results. I look forward to working with him again.

Siobhan Brenton

Rethink Charity

★★★★★

Joel was an incredible accountant to work with on our charity returns. His deep understanding of professional accounting made us comfortable from the start. Joel is a great communicator, very proficient and exceeded our expectations for this project. I would definitely recommend hiring him and we will likely continue to work with him in the future.

Robin Ayme
7 Figure Seller

Boltd Solutions

★★★★★

Joel has been really knowledgeable and friendly during our sessions. He helped me to take control of all my new corporation accounting and is acting as a personal advisor for many tax situations. I keep working with him on a recurring basis for one time audits and would recommend anyone to use his services. => A great person to work with.

AJ Thompson
7 Figure Seller

BitCreative

★★★★★

Joel was absolutely amazing to work with. He completed all tasks and suggested approaches that would work for both our professional standards. His rates are reasonable, but he also works quickly. If you're looking for anything ops related, do not hesitate to hire Joel immediately. A+++

Danica Mai Dela Cruz

Wondrous Creators

★★★★★

Joel did an awesome job in coaching me. He shared a lot of information that I needed to get my business started. He is exactly the accountant I was looking for. He has clear answers to all of my questions. I believe he can help me tremendously in handling my business' accounting & bookkeeping.

Ian Kerr
6 Figure Seller

MeterPlugs

★★★★★

We hired Joel to help us get our tax compliance in order, and overall financials. He did a fantastic job, completing all of the returns on schedule. He answered all of our questions and offered feedback as to how we could improve our bookkeeping going forward. I would highly recommend Joel for any of the aforementioned work.

Ramin Sobbi

UGO Media

★★★★★

It's been a pleasure working with Joel, I highly recommend him for all of your accounting needs! Once again, Joel has provided outstanding work. He is diligent and an absolute expert at handling all my business and personal accounting needs. 10/10 experience!

A Subhan Mohammed
6 Figure Seller

TraderLane

★★★★★

We are IT People with little to no knowledge about ok keeping and taxes. Joel helped us with his skills and helped us with bookkeeping with very little assistance. He understood our business and worked his way out. Thank you Joel

What I Can Do For You

I stand by my work and guarantee results. If you don't see a positive impact within your first month of working with me, or you don’t pay a thing!

I believe that operations done right can and should have a significant positive impact on profitability.

Work With Me in Two Steps

Step 1: Secure ROI

Step 2: Business Transformation

Based on a Success Fee

Profitability Projects

Make it Rain

Prevent Operational Leaks

Capture Revenue opportunities

Recover Missing Tax Credits

Eliminating Forex & Other Fees

Growth Catalyst

Level up Your Business

Raising Debt & Equity

Due Diligence

Acquisition Deal Sourcing

International Expansion

Based on a Success Fee

Fractional CFO & COO

Full Stack Operations

Operational Reporting

FP & A

Finance

Supply Chain

Fractional CFO & COO Pricing

What is your Yearly Revenue?

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$500k
$10m
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Retainer

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That's It!

This is what I do and have done for the past several years exclusively for startups between $1m & $10m. This has enabled me to be laser focused and accumulate the expertise necessary to have a maximum impact on every business I work with.