Assessment
Because it is essential that we both determine if we can work beneficially with each other, we do not charge for an initial consultation.
Planning
We help individuals and small businesses plan for tax consequences not just react to tax bills.
Accounting
There are many benefits to outsourcing your business' accounting and bookkeeping. First and foremost, it can save you money.
Growth
We help our small business partners to be able to grow their businesses through consultation and preparation of financial statements.
Seasoned Pros
Our consultants have been everywhere. Our professional staff includes two CPAs, two EAs, a CRTP, and a real estate agent. We have special expertise in military pay and benefits, medical professionals, and business incorporation.
Discover Hidden Opportunities
Koala Financial, Inc. will work with you to explore your options and determine which ones fit your individual strategy. Our entire team works hand-in-hand with you and always acts in your best interest, keeping all your goals and dreams firmly in mind.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.
