Kenny Soto

I help businesses bring clarity, structure, and reliability to their financial and operational processes.

My core strength lies at the intersection of finance, data, and operations. I specialize in supporting small businesses, startups, and professional services firms with work that often falls between accounting, analytics, and systems management; where things break down if no one owns the process.

I have hands-on experience with accounts receivable and payable workflows, invoicing, reconciliations, reporting, and data cleanup, along with a strong working knowledge of bookkeeping principles. I am comfortable working inside tools like Excel, Google Sheets, QuickBooks Online, HubSpot, and CRM or billing platforms, and I routinely build structured templates, trackers, and reporting systems that make financial data usable—not just accurate.

What differentiates me is my process-first mindset. Before executing, I focus on understanding how money, data, and decisions flow through the business. I identify inefficiencies, document workflows, and implement repeatable systems that reduce errors, improve visibility, and save time. This includes standardizing reports, cleaning historical data, tightening billing cycles, improving follow-up on receivables, and ensuring leadership has clear, actionable numbers.

I also bring a strong analytical and technical skill set, including advanced spreadsheet logic, data validation, light SQL exposure, and the practical use of AI tools to accelerate analysis, documentation, and reporting—without sacrificing accuracy or control. I am highly detail-oriented, deadline-driven, and accustomed to working independently in remote environments.

Finally, I communicate clearly and professionally. I translate financial and operational information into language that founders and managers can actually use, and I take ownership of my scope so clients do not have to micromanage execution.

If you need someone who can step in, get organized quickly, and make your financial and operational processes more dependable, I bring both the structure and follow-through to do exactly that.