KAM Consulting

Name: KAM Consulting
Address: Hercules, CA, 94547
Rating: 5

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About

Hello There! Here is where expertise meets financial solutions for small businesses! With over 6 years of experience as a Senior Loan Underwriter for small businesses, I bring a wealth of knowledge to the table. Specializing in bookkeeping, profit and loss statements, balance sheets, and other financial models building, I am dedicated to helping small businesses prepare for funding from banks and CDFIs (Community Development Financial Institutions). Let's work together to turn your financial goals into reality!

Overview

Background checked

1 employee

7 years in business

Business hours

Sun8:00 am - 6:00 pmMon8:00 am - 6:00 pm

Payment methods

This pro accepts payments via PayPal and Zelle.

Services offered

Role

Administrative assistant

Accountant / bookkeeper

Salesperson

Marketer

Skills

Data entry

Word processing

Spreadsheets

Filing and organization

Work location

I work remotely (phone or internet)

Projects and media

3 photos

Projects and media

3 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

5.0

3 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Morgan S.

Feb 4, 2024

Faye H.

Feb 4, 2024

Working with KAM consulting was a game changer for my business. From our initial conversation I loved that she crafted strategies specifically for my business rather than kind of a one size fits all solution. I’ve worked with Kayla for the last 3 months and she helped me double my MRR from 6k to 12k and now we’re on track to scale the business by focusing on resolving some cash flow issues and financial planning, key hires, and refining my offering to attract my ideal client. I truly feel like Kayla is a member of my team and, as a solo founder, that is GOLDEN.

M.J. J.

Feb 4, 2024

10/10! With Kayla’s help I was able to write a brilliant grant proposal for a program offered through a CDFI. Not only did I receive the grant, but my business also received a loan through a program offered by Pacific Community Ventures in Oakland, CA (who at the time was offering rates as low as 1%). Kayla helped me and my time go into each process fully prepared for every scenario. So thankful!

Credentials

Background Check

Kayla Morris

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is flat rate and product based, so there’s no hidden fees or surprises. I also offer retainer services.
What is your typical process for working with a new customer?
My typical process includes a customer filling out my intake form that lets me know exactly what they’re looking for and from there I request due diligence items and we go from there!
What education and/or training do you have that relates to your work?
I have a Bachelor’s Degree and Master’s Degree in Sociology along with year of experience.

KAM Consulting

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