Consultant Spotlight: Rochelle David-Poulin

We are thrilled to highlight our Senior Accountant, Rochelle David-Poulin. Rochelle has been a valuable part of Kranz Consulting since April 2023. Read the full interview to learn more about Rochelle’s expertise, her passion for her work, and how she helps her clients thrive.  

What is your hometown? Brownsville, TX 

What is your alma mater? Holy Angel University, Philippines 

What are your hobbies? Outside of work, I love to spend time with my family and my dogs, and as of this moment I have been enjoying working on our house, DIY-ing one room at a time.  

How has your background impacted your experience as a consultant? Before being a consultant, I was an offshore accountant in the Philippines catering accounting services for US clients and Australian clients. That experience has exposed me to different types of businesses, people, and industries, and widened my horizons that accounting is not just as simple as a debit and credit entry. It molded me to think outside of the box, find different solutions to different problems, and learn how to work with different types of people.  

What’s a typical workday like for you? A typical workday varies throughout the month and is very fluid. It can be very busy with month-end close, client requests, and meetings. When it’s not as hectic, I have time to catch up on emails, get ahead on other tasks, and update my learnings and skills with new trainings that are made available by Kranz. 

What motivates you to wake up and go to work every day? Bills! The never-ending cycle of bills! Kidding aside, it’s the sense of purpose that I have accomplished something, no matter how small or big that contributes to my goal of becoming the best version of my professional self. 

What kind of work have you been doing recently?I have been doing a lot of cleanup work and reconciliation revamp and updates, making it easier for clients to manage their month-end close with the goal of simplifying the processes and procedures to save time and efficiency to make sure management has what they need to make business decisions. 

Where do you believe you deliver the most value to your client? I am adept at saving my clients time and providing them with room to focus on other duties. They don’t have to worry about accounting or the books and they have full trust in me. 

How do you organize environments with a lack of reporting infrastructure or inefficiency? I would start by identifying what the customer needs and what they want their end results to be. From that, we would start categorizing and prioritizing what needs to be done and when it needs to be done. Next, we develop a process, organize the reports, and document everything to make sure the information will be passed on properly to the next person. Once we have created harmony and peace, then we find ways to improve — as there is always room for improvement! 

What’s your process like? Similar to the previous statement, my initial process with any client and with any situation is understanding what the client is all about, knowing the industry they are in, understanding their organizational structure, and knowing who to go to and what the current processes are. From there, I would ask my first question, “what do you want?” Next would be, “when do you need it?” because I want to ensure I am considering their time. Plus, I love setting up deadlines and beating them – it’s a personal competition with myself! Once I have established those, I grab my handy dandy notebook and come up with a game plan, work on it, and see what else I can improve. Communicate the progress with the client, ask for comments and suggestions to make sure that we are aligned, and finally, viola! A happy, satisfied customer!