Kyle York

Kyle York Email and Phone Number

Approachable Accounting for Small Businesses | Founder at Root Cause Accounting @ IEP For Me
Kyle York's Location
Lexington, Massachusetts, United States, United States
Kyle York's Contact Details
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.

Kyle York's Current Company Details
IEP For Me

Iep For Me

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Approachable Accounting for Small Businesses | Founder at Root Cause Accounting
Kyle York Work Experience Details
  • Root Cause Accounting
    Founder
    Root Cause Accounting May 2024 - Present
    I empower small business owners to take control of their finances, build resilient systems, and make informed decisions that drive success.
  • Iep For Me
    Founder
    Iep For Me Oct 2023 - Present
    Lexington, Ma, Us
  • Sky Acquisitions
    Founder/Chief Financial Officer
    Sky Acquisitions Aug 2022 - Present
    • 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
  • Tree House Craft Cannabis
    Controller
    Tree House Craft Cannabis Mar 2021 - Apr 2024
    • 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
  • Uc Funds
    Controller
    Uc Funds Aug 2019 - Oct 2020
    Boston, Ma, Us
    • 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
  • Boston Development Group
    Controller
    Boston Development Group Mar 2015 - Aug 2019
    Newton, Ma, Us
    • 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
  • Pyramid Hotel Group
    Director Of Finance
    Pyramid Hotel Group Mar 2013 - Feb 2015
    Boston, Ma, Us
    • 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
  • Pyramid Hotel Group
    Accounting Manager
    Pyramid Hotel Group Jun 2011 - Feb 2013
    Boston, Ma, Us
    • 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
  • The Davis Companies
    Senior Property Accountant
    The Davis Companies Dec 2008 - Jun 2011
    Boston, Massachusetts, Us
    • 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
  • Centro Properties Group (Formerly Heritage Property Investment  Trust)
    Senior Property Accountant
    Centro Properties Group (Formerly Heritage Property Investment Trust) Mar 2008 - Nov 2008
    • Prepare corporate level account reconciliations, including FF&E, property management fees, and leasing commissions • Calculate NOI and occupancy information for lender debt covenants
  • Heritage Property Investment Trust
    Property Accountant
    Heritage Property Investment Trust Jun 2006 - Mar 2008
    Us
    • 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
  • Heritage Property Investment Trust
    Billing Analyst
    Heritage Property Investment Trust Mar 2005 - Jun 2006
    Us
    • Assemble and bill monthly, quarterly, semi-annual, and year-end reconciliations for common area maintenance, real estate tax, insurance, and utilities
  • Investors Bank & Trust
    Senior Income Analyst
    Investors Bank & Trust Sep 2003 - Mar 2005
    Boston, Us
  • Investors Bank & Trust
    Income Analyst
    Investors Bank & Trust Jun 2002 - Sep 2003
    Boston, Us

Kyle York Skills

Budgets Finance Accounting General Ledger Management Financial Analysis Analysis Due Diligence Internal Audit Auditing

Kyle York Education Details

  • Purdue University
    Purdue University
    Bachelor Of Arts (B.A.)
  • Boston University
    Boston University
    Certificate- Real Estate Finance
  • New Prairie
    New Prairie

Frequently Asked Questions about Kyle York

What company does Kyle York work for?

Kyle York works for Iep For Me

What is Kyle York's role at the current company?

Kyle York's current role is Approachable Accounting for Small Businesses | Founder at Root Cause Accounting.

What is Kyle York's email address?

Kyle York's email address is ky****@****nds.com

What is Kyle York's direct phone number?

Kyle York's direct phone number is +161768*****

What schools did Kyle York attend?

Kyle York attended Purdue University, Boston University, New Prairie.

What skills is Kyle York known for?

Kyle York has skills like Budgets, Finance, Accounting, General Ledger, Management, Financial Analysis, Analysis, Due Diligence, Internal Audit, Auditing.

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