Kta Financial Services
KTA Financial Services is a collection of successful business owners and franchisees paired with expert accountants. We struggled to find bookkeeping solutions for our businesses that were accurate and timely. So this team created our own answer with KTA Financial Services, a bookkeeping and tax preparation company for business owners, by business owners. Working with franchise owners is our specialty. We understand some of the unique challenges franchises face and we have worked to deploy technology and process excellence to streamline our accounting systems. The result? Accuracy and dependability for franchisee clients. We help get the “house” back in order so your financial reporting can be a stress-free tool to use in growing your bottom line. While we support a variety of small businesses, our primary clientele are franchise owners. We know the specific opportunities and challenges when starting a new franchise or becoming a franchisee and are committed to providing excellence in our financial service offerings as well as insights gained from building successful businesses in this industry sector. Services Offered: • Bookkeeping • Accounting • Tax Preparation Reach out today to learn how our services can help you take control of your financials and get back to running your business! hello@ktafinancialservices.com
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Verified contacts
8
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- AM
Ashlyn Moreno
Director of Client Success · Customer/Client Service
EmailPhone - EG
Emily George
Director of Strategic Partnerships · General Business & Management
EmailPhone - KT
Kelly Tate
Chief Financial Officer and Co-founder · Other
EmailPhone - CP
Carson Purvis
Account Management Specialist · Customer/Client Service
EmailPhone
Showing 4 of 8 verified contacts
Top roles at Kta Financial Services
6 distinct titles indexed · top 6 shown.
- 1account executive
- 1account management specialist
- 1chief financial officer and co-founder
- 1director of client success
- 1director of strategic partnerships
- 1receptionist administration
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