SMALL BUSINESSES | NONPROFITS

KNOW WHAT YOUR NUMBERS ARE TELLING YOU.

KNOW WHAT YOUR NUMBERS ARE TELLING YOU.

Professional bookkeeping and financial reporting that gives small businesses and nonprofits clearer visibility into their financial operations.

25+ YEARS OF ACCOUNTING & FINANCIAL OPERATIONS EXPERIENCE

25+ YEARS OF ACCOUNTING & FINANCIAL OPERATIONS EXPERIENCE

Local Focus. Lasting Impact.

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TAMPA BAY · FLORIDA

FINANCIAL VISIBILITY

ACCURATE BOOKS ARE THE START. CLEAR FINANCIAL VISIBILITY IS THE GOAL.

KAL Financial Operations Solutions (KAL FOS) brings structured bookkeeping, reconciliations and management-ready reporting together—helping you understand where your business stands and what the numbers are showing you.

OPERATIONS REPORTING

TRACK

Keep information current.

IMPROVE

Identify what needs attention.

GROW

Move forward with confidence.

PLAN

Build clarity around priorities.

WHAT WE DO

SERVICES DESIGNED FOR REAL-WORLD BUSINESS NEEDS.

Practical financial support to help small businesses and nonprofits stay organized, informed and ready for what’s next.

MONTHLY BOOKKEEPING & REPORTING

MONTHLY BOOKKEEPING & REPORTING

Reliable reconciliations and monthly reporting that keep your financial information current and useful.

PROJECT-BASED ENGAGEMENTS

PROJECT-BASED ENGAGEMENTS

Focused financial operations support for specific projects, temporary needs, cleanup work and business transitions.

NONPROFIT FINANCIAL REPORTING

NONPROFIT FINANCIAL REPORTING

Clear, board-ready financial reporting with stronger visibility into budgets, actual results and financial position.

FINANCIAL HEALTH REVIEW

FINANCIAL HEALTH REVIEW

A focused review of your books, reporting and financial processes to identify gaps and opportunities for improvement.

WHY KAL FOS

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DISCIPLINE · INTEGRITY · RESULTS

INSTITUTIONAL EXPERIENCE. PRACTICAL SMALL-BUSINESS SUPPORT.

INSTITUTIONAL EXPERIENCE. PRACTICAL SMALL-BUSINESS SUPPORT.

Led by Kevin A. Libberton, KAL FOS brings more than 25 years of accounting and financial operations experience—including a long tenure at Franklin Templeton Investments¹—to small businesses and nonprofit organizations.

EXPERIENCE THAT MAKES A DIFFERENCE.

The same financial discipline, attention to detail and structured reporting used in global financial organizations—now applied to help local businesses and nonprofits move forward with confidence.

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SERVING THE GREATER TAMPA BAY AREA

¹ Prior employment referenced for background purposes only, KAL Financial Operations Solutions LLC is an independent firm and is not affiliated with or endorsed by any prior employer.

¹ Prior employment referenced for background purposes only, KAL Financial Operations Solutions LLC is an independent firm and is not affiliated with or endorsed by any prior employer.

LET’S TALK

A STRONGER FINANCIAL FUTURE STARTS HERE.

A STRONGER FINANCIAL FUTURE STARTS HERE.

Schedule a no-obligation consultation to discuss your business or nonprofit’s financial needs.

WHAT TO EXPECT

A REAL CONVERSATION. REAL VALUE.

REAL CONVERSATION
We’ll discuss your goals, challenges and questions.

PRACTICAL INSIGHTS
Get clarity on your numbers and opportunities.

NO OBLIGATION
Just an opportunity to explore how KAL FOS can help.

SCHEDULE A CONSULTATION

SCHEDULE A CONSULTATION