Hello! My name is Kate
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
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.
31 happy CEOs & Counting!
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.
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!
Original Fire Games
Joel is extremely diligent, communicates openly and always delivers on time.
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!
Geotoystore
Excellent consultant, crushed our inventory tracking problem. Would be happy to work with him again.
Trans-Commercial Logistics
Everything we could hope for in a professional. We're lucky to have found him.
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.
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.
S&J Management Ltd.
Joel did an excellent job and we were happy with the work but also the turnaround time. Highly recommended!
Mountainview Movement
Joel is responsive, knowledgeable and always on hand to answer our questions. Will be working with him indefinitely!
Moving Touch Massage
Joel is AWESOME! Very thorough, knowledgeable, reliable and patient! I am very happy to be working with him!
Popoyo
l Enjoyed working with Joel! Excellent attention to detail and fixed a number of things in our business for us.
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!
Eggcitables
Clear communication, very professional and timely work!
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.
Venture Workforce
Very knowledgeable and responsive.
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.
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.
MPR Tools
Very good service and professional! I will definitely rehire him for his services!
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!
Briere Advisory
A+++Wonderful experience, very professional!
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.
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.
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.
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.
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.
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+++
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.
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.
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!
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
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.
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!
Original Fire Games
Joel is extremely diligent, communicates openly and always delivers on time.
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!
Geotoystore
Excellent consultant, crushed our inventory tracking problem. Would be happy to work with him again.
Trans-Commercial Logistics
Everything we could hope for in a professional. We're lucky to have found him.
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.
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.
S&J Management Ltd.
Joel did an excellent job and we were happy with the work but also the turnaround time. Highly recommended!
Mountainview Movement
Joel is responsive, knowledgeable and always on hand to answer our questions. Will be working with him indefinitely!
Moving Touch Massage
Joel is AWESOME! Very thorough, knowledgeable, reliable and patient! I am very happy to be working with him!
Popoyo
l Enjoyed working with Joel! Excellent attention to detail and fixed a number of things in our business for us.
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!
Eggcitables
Clear communication, very professional and timely work!
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.
Venture Workforce
Very knowledgeable and responsive.
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.
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.
MPR Tools
Very good service and professional! I will definitely rehire him for his services!
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!
Briere Advisory
A+++Wonderful experience, very professional!
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.
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.
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.
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.
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.
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+++
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.
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.
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!
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
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
Fractional CFO & COO
Full Stack Operations
Operational Reporting
FP & A
Finance
Supply Chain
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.