Kona Financial Revenue

Accounting • Mesa, Arizona, United States • 1-10 Employees

Kona Financial revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Kona Financial

Emily Anderson

Managing Director at Kona Financial | AI-Powered Accounting & Tax Services

Company overview

Headquarters	Mesa, Arizona, United States
Website	konafinancialinc.com
NAICS	5412
Keywords	Tax Planning, Bookkeeping, Financial Analysis, Payroll Services, Forensic Accounting, Business Advisory, Tax Preparation, Irs Representation, Budgeting And Forecasting, Small Business Accounting, Financial Statements, Audit Preparation, Quickbooks Support, Accounts Payable/Receivable, Compliance Reporting, Business Entity Structuring, Corporate Tax Service, Ai-Powered Accounting, Automated Transaction Reconciliation, Client Financial Insights
Founded	2008
Employees	1-10

About Kona Financial

About Kona Financial For over 18 years, Kona Financial has been a trusted partner to individuals and businesses across Arizona, providing reliable accounting, tax preparation, and financial advisory services. Today, Kona Financial is entering a new chapter: blending our history of client-first service with the advanced capabilities of the NUMERA intelligence system. By integrating cutting-edge AI, we are enhancing accuracy, speed, and insight — while maintaining the same personal touch and trust our clients have always valued. 🔹 What We Do • Tax preparation and planning • Bookkeeping and payroll services • Forensic accounting and financial analysis • Business entity advisory and compliance support 🔹 What’s New Through NUMERA, we’re modernizing the way accounting works: • LedgerGuard → Automated transaction reconciliation, error detection, and clean books. • TaxForge → Optimization tools that surface tax-saving strategies in real time. • Client Snapshots → Personalized financial dashboards and insights. 🔹 Our Promise Kona Financial is not being replaced — it is being enhanced. Clients continue working with the same familiar professionals while benefiting from new systems that deliver faster turnaround, higher accuracy, and deeper insights. We believe in combining local trust with modern intelligence. Every return, every ledger, every advisory service is backed by both human expertise and advanced AI oversight.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Kona Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Kona Financial has never raised funding before.

Frequently asked questions

Kona Financial is located in Mesa, Arizona, US.

Kona Financial generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Kona Financial has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Kona Financial was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Kona Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Kona Financial

Emily Anderson

Managing Director at Kona Financial | AI-Powered Accounting & Tax Services

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