Welcome to Kala Financial
Unlock your business's potential with Kala Financial
At Kala Financial, we specialize in propelling businesses forward through comprehensive financial services tailored to your unique needs. From optimizing cash flows and structuring robust financial foundations to integrating cutting-edge fintech solutions, we’re here to ensure your business not only meets but exceeds its goals. Let us help you navigate the complexities of today’s financial landscape, transforming challenges into opportunities for growth.
Our Story
Our Journey to Empowering Your Success
Founded on the belief that every business deserves a chance to thrive, Kala Financial was established to bridge the gap between traditional financial practices and the dynamic needs of modern enterprises. Our approach amalgamates the best of what the market has to offer, distilling complex financial solutions into easily understandable strategies that empower our clients. With a team of dedicated experts who bring decades of collective experience across various financial disciplines, we ensure that your decisions are informed, your strategies robust, and your business poised for growth. By combining time-tested strategies with cutting-edge technologies, we help you navigate today’s economic complexities and seize tomorrow’s opportunities.
company values
Leading the Future of Business Finance with Trust, Innovation, and Agility
At Kala Financial, our vision is to be at the forefront of financial services, championing the success of each client through trust, personalized innovation, and adaptive strategies. We strive to set new standards in financial management, ensuring businesses are equipped to navigate changes and seize opportunities with confidence and clarity
Integrity and Transparency
We commit to the highest standards of ethics and transparency in every interaction, ensuring our clients can trust us with their most critical financial decisions.
Client-Centric Innovation
We continually harness the latest technologies and innovative strategies to address the unique challenges and opportunities our clients face, ensuring they receive the best solutions tailored to their needs.
Adaptability and Resilience
In a rapidly changing financial landscape, we prioritize agility and foresight, empowering our clients to stay ahead of the curve and turn potential disruptions into opportunities.
Our services
Innovative Financial Solutions for Dynamic Businesses
Comprehensive Accounting & Executive Services
Our comprehensive accounting and executive services streamline your financial operations and enhance decision-making. With expert CFO insights and meticulous financial analysis, we guide your business towards optimized performance and strategic growth. Tailored accounting solutions to meet your needs today and as you scale.
Business Financing
We work continuously with our financing providers who meet our industry leading high standards, ensuring you have access to the capital needed for growth and stability. Whether it's working capital, funding for business acquisitions and partner buyouts, equipment financing, or loans for personal, real estate, and business investments, we have a solution.
LIfeline Concierge
Running a business and maintaining balance within your personal life is challenging, and unexpected issues can arise at any moment. Our Business Lifeline Concierge is your first point of contact for any personal or business dilemmas. Our dedicated advisors provide actionable, tailored solutions, allowing you to regain your bandwidth and focus on what truly matters most.
Cost Segregation Analysis
Leverage Kala Financial’s cost segregation analysis to accelerate depreciation deductions and enhance your cash flow. Our detailed approach identifies cost-saving opportunities in your property investments, providing substantial tax benefits and improving your financial bottom line
Strategic Advisory
Kala Financial provides holistic strategic advisory services tailored to your specific business needs. Our experts offer personalized guidance to navigate complex business challenges and drive sustainable growth through customized, strategic solutions. Tailored to meet your current and growing needs at every stage.
Yield Optimization and FDIC Maximization
Embrace the future with Kala Financial’s Fintech and AI integration services. We help businesses harness the latest technologies to streamline operations, enhance decision-making, and improve financial outcomes. Our tailored solutions bring precision and efficiency to your financial processes.
testimonials
As a startup, we were in urgent need of a CFO but weren't ready to hire full-time. Kala Financial provided us with a fantastic short-term CFO solution that has significantly improved our financial strategy and reporting.
S. Rodriguez
Founder, Tech Startup
Kala Financial was instrumental in helping us navigate our working capital needs. Thanks to their expert guidance, we secured the necessary funding to expand our operations seamlessly
J. Thompson
Manufacturing Industry
The cost segregation analysis provided by Kala Financial turned out to be a game changer for our real estate investments. Their detailed cost-benefit analysis helped us make informed decisions that greatly enhanced our bottom line.
T. Curtis
HR Real Estate Developer
We were assured by our previous provider that we had the best possible rates, so we were skeptical when Kala Financial offered to review our merchant statements. To our surprise, they found even more savings, proving their expertise not just in claims, but in real results. Our profitability has significantly improved thanks to their detailed analysis.
A. Kim
Operations Manager, Retail
When we first approached Kala Financial, it was to streamline our accounting processes, not expecting to uncover hidden financial opportunities. Their thorough examination of our operations revealed significant R&D tax credits that we had previously overlooked. This discovery not only enhanced our cash flow but also allowed us to reinvest more aggressively in new technology and innovation. Kala Financial has truly gone beyond our expectations in adding value to our business.
R. Jacobs
Controller, DTC Products
Facing a stagnating market, we needed a new strategy. Kala Financial provided not just insights but a practical restructuring plan that has rejuvenated our business and positioned us for growth in a competitive industry.
R. Jacobs
CEO, Apparel Industry
Our Team
Leadership
CEO & Founder
Shana McMorran
Shana is a distinguished financial strategist with over 14 years of experience at some of the nation’s leading financial and accounting firms. Her illustrious career includes advising some of America’s wealthiest families, from which she has garnered extensive expertise in sophisticated strategies. At Kala Financial, Shana leverages this deep-seated knowledge to democratize financial excellence, bringing top-tier financial insights and practices to small business owners across the country.
It’s never too early—or too late—to explore how we can help. Contact us anytime!
Whether you have a quick question or need a detailed discussion, we’re here to offer the support and insights you require. Your success is our priority, and we’re just a message or call away. Feel free to reach out at any time—your inquiries are always welcome.
