Founder
Current
Root Cause Accounting
I empower small business owners to take control of their finances, build resilient systems, and make informed decisions that drive success.
May 2024 - Present
AeroLeads people directory · profile
Kyle York Email & Phone Number
Approachable Accounting for Small Businesses | Founder at Root Cause Accounting
at
IEP For Me
1 work email found
@ucfunds.com
2 phones found area 617
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Approachable Accounting for Small Businesses | Founder at Root Cause Accounting
Location
Lexington, Massachusetts, United States
Who is Kyle York? Overview
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Quick answer
Kyle York is listed as Approachable Accounting for Small Businesses | Founder at Root Cause Accounting at IEP For Me, based in Lexington, Massachusetts, United States. AeroLeads shows a work email signal at ucfunds.com, phone signal with area code 617, and a matched LinkedIn profile for Kyle York.
Kyle York previously worked as Founder at Root Cause Accounting and Founder at Iep For Me. Kyle York holds Bachelor Of Arts (B.A.) from Purdue University.
Company email context
Email format at IEP For Me
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{first_initial}{last}@ucfunds.com
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Profile bio
About Kyle York
I’m on a mission to help small businesses unlock more growth.My secret weapon: transparent and approachable accounting.You have a successful business, a buzzing location, and clients you love.But it’s not all unicorns…You also have logistical headaches, bureaucratic hurdles, and struggle with all the red tape that traditional small business deals with. Weekly.My goal is to simplify accounting, making it accessible and understandable, so that as a business owner you can focus on what you do best: growing your business.I spent the last two decades working in property management with over 100+ different businesses to help them not only survive, but thrive.I got really good at immersing myself into the details of a business and coming up with creative solutions that unlocked massive returns for them that were hiding in plain sight.I helped them:→ Increase revenue and reduce expenses.→ Create systems to track receivables.→ Track revenue and expenses.→ Future-proof their cash flow.It’s common to feel overwhelmed and unsure about how to find solutions for running your business effectively. This can lead to missed opportunities and financial instability.I flip the script: I demystify accounting, breaking it down into simple, actionable steps. By providing the right tools and support, I empower small business owners to take control of their finances, build resilient systems, and make informed decisions that drive success.✨ Send me a DM to learn more!Accounting is more than balancing the books.It's about creating a transparent, sustainable financial foundation that supports your business goals. Together, we can navigate the complexities of accounting and build a future where your business thrives.
Listed skills include Budgets, Finance, Accounting, General Ledger, and 6 others.
Current workplace
Kyle York's current company
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14 roles
Kyle York work experience
A career timeline built from the work history available for this profile.
Founder
Current
Oct 2023 - Present
Founder/Chief Financial Officer
Current
Sky Acquisitions
• Evaluate potential investment opportunities for project financing based on viability, market trends, and risk assessment• Develop financial models and conduct scenario analyses to assess project feasibility and potential returns on investment
Aug 2022 - Present
Controller
Tree House Craft Cannabis
• Review retail store metrics to recommend a strategy to Ownership designed to drive additional customer traffic and increase average order value• Analyze financial reporting to determine opportunities for risk mitigation, reduction of expenses, and to streamline processes • Designed and implemented a systematic review of inventory levels across all inventory categories to streamline ordering, maximize cash flow, and inform future purchases• Manage Human Resources functions including healthcare benefits, employee onboarding, salary increases, disciplinary matters, payroll, and terminations• Research market data, wholesale vendors, and competitor pricing to approve inventory orders and set retail pricing to achieve desired margins • Structure vendors and service contracts to minimize the tax implications of IRS Section 280E• Implemented platforms for employee benefits, payroll, line of credit for working capital, and point of sale systems
Mar 2021 - Apr 2024
Controller
• Administer the budget process for a 490 unit multifamily property to recommend a financial strategy to the CEO and management, including cash flows, capital projects and distributions• Review cash flows, market conditions, projected revenue, and staffing levels for hotel portfolio• Manage monthly and quarterly investor distributions and conduct detailed performance analysis• Develop policies and procedures to improve financial reporting, streamline workflows, and mitigate risk• Partner with consultants on employment, permitting, and taxation issues to remain in compliance with applicable state and local regulations• Voting member of Internal Loan Committee for loan approval on underwritten deals including the review of borrower financials, capital stacks, local demographics, business plans, and investor returns• Supervise staff on day-to-day property operations including payroll, receivables, payables, and financial reporting
Aug 2019 - Oct 2020
Controller
• Supervise staff, including training and development, handling personnel issues, preparing reviews, and overseeing department deliverables and performance• Collaborate with senior management to prepare consolidated portfolio financials, corporate budgets, and monthly reforecasts• Review and evaluate internal procedures across departments to capture additional revenue and mitigate potential risk• Manage day-to-day accounting operations, general ledger reporting, monthly close process, and billing functions
Mar 2015 - Aug 2019
Director Of Finance
• Initiate structural changes to corporate accounting software, including improvements to maintenance of entities, general ledger accounts, user access, and financial reporting structure• Develop and implement general ledger reporting procedures and other departmental policies• Supervise staff of four, including training and development, handling personnel issues, preparing reviews and overseeing department deliverables and performance• Manage day-to-day accounting operations, general ledger reporting, monthly close process, and billing functions • Collaborate with senior management to prepare corporate budget and monthly reforecast• Assemble and administer completion of financial statements and resolve auditor inquiries
Mar 2013 - Feb 2015
Accounting Manager
• Draft monthly financial reporting for capital partners comprising of a detailed revenue and expense analysis, cash flow, reforecast, and equity statement• Prepare month-end account reconciliations including cash, accounts receivable, accruals, and bank statements• Compose quarterly investor correspondence, including a detailed analysis of property performance metrics
Jun 2011 - Feb 2013
Senior Property Accountant
• Prepare monthly variance reporting, cash flows, reforecast, and executive summaries for internal and investor distribution• Provide third-party clients with financial reporting, variance analysis, and cash flow statements as required by management agreements• Review mortgage documents to ensure timely submission of escrow requisitions and debt reporting requirements
Dec 2008 - Jun 2011
Senior Property Accountant
Centro Properties Group (Formerly Heritage Property Investment Trust)
• Prepare corporate level account reconciliations, including FF&E, property management fees, and leasing commissions • Calculate NOI and occupancy information for lender debt covenants
Mar 2008 - Nov 2008
Property Accountant
• Review operating expense reconciliations prepared by staff accountants, including analysis and explanation of changes in recovery rates • Ensure timely completion of general ledger closing process for property level accounts on a monthly basis
Jun 2006 - Mar 2008
Billing Analyst
• Assemble and bill monthly, quarterly, semi-annual, and year-end reconciliations for common area maintenance, real estate tax, insurance, and utilities
Mar 2005 - Jun 2006
Senior Income Analyst
Sep 2003 - Mar 2005
Income Analyst
Jun 2002 - Sep 2003
3 education records
Kyle York education
Bachelor Of Arts (B.A.)
Purdue University
Certificate- Real Estate Finance
Boston University
Education record
New Prairie
FAQ
Frequently asked questions about Kyle York
Quick answers generated from the profile data available on this page.
What company does Kyle York work for?
Kyle York works for IEP For Me.
What is Kyle York's role at IEP For Me?
Kyle York is listed as Approachable Accounting for Small Businesses | Founder at Root Cause Accounting at IEP For Me.
What is Kyle York's email address?
AeroLeads has found 1 work email signal at @ucfunds.com for Kyle York at IEP For Me.
What is Kyle York's phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Kyle York at IEP For Me.
Where is Kyle York based?
Kyle York is based in Lexington, Massachusetts, United States while working with IEP For Me.
What companies has Kyle York worked for?
Kyle York has worked for Root Cause Accounting, Iep For Me, Sky Acquisitions, Tree House Craft Cannabis, and Uc Funds.
How can I contact Kyle York?
You can use AeroLeads to view verified contact signals for Kyle York at IEP For Me, including work email, phone, and LinkedIn data when available.
What schools did Kyle York attend?
Kyle York holds Bachelor Of Arts (B.A.) from Purdue University.
What skills is Kyle York known for?
Kyle York is listed with skills including Budgets, Finance, Accounting, General Ledger, Management, Financial Analysis, Analysis, and Due Diligence.
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