Lisa Baalman

Salina, KS

3030 Cortland Circle Salina, KS 67401

Lisa Baalman, Principal, Pinion, LLC

Lisa Baalman fosters the financial business health of multistate construction and manufacturing companies, and is specialized in tax compliance and consulting, financial reporting, risk mitigation, and business life cycle planning.  As an experienced Certified Public Accountant (CPA), she finds and captures opportunities for businesses to save money and minimize financial risk. Lisa provides helpful guidance to business owners who desire to leave a legacy for their family members.

She is a proactive partner to businesses who seek to sell, acquire, or merge with other businesses, and her comprehensive knowledge of the financial and tax implications of making capital investments and changing entity structures provides tremendous value to her clients. By modeling proposed debt and projecting the personal tax effect on owners, she assesses the full circle of financial consequences to minimize tax liabilities, reduce unnecessary risk, and achieve overall economic benefits to the company and key players.

Lisa Baalman is well versed in the qualifications for numerous tax credits, which helps enable construction and manufacturing businesses to hang on to more cash for working capital and reinvest in the business rather than overpaying on income taxes.

Working in a veterinary office while in college gave Lisa an appreciation for the accounting and bookkeeping needs of a small business. She finds true career satisfaction from making personal connections with business owners and their families and establishing accounting and tax strategies that help them reach their goals.

B.A., accounting, magna cum laude, Wichita State University

Licensed CPA in Kansas

American Institute for Certified Public Accountants Kansas Society of Certified Public Accountants National Association of Women in Construction Construction Financial Management Association

Big Brothers Big Sisters, United Way Project Salina, supporter

Loves going boating with her husband and trying to learn to fish. Definitely understands why it's called "fishing" and not "catching."

Recent Insights related to Lisa Baalman

January 4, 2024 – Lisa Baalman and Brea Bauer of Pinion, were recently recognized as Certified Construction Industry Financial Professionals (CCIFP) by the Institute of...

K·Coe Isom announced the appointment of three individuals as a new partner: Jeanne Bernick, Brent Bright, and Michelle Ellis; and seven firm leaders as principals: Roxie...

Achieving Growth and Sustainability for our Clients since 1932

1-800-461-4702

Offices Across the United States

See Locations

KCoe Isom, LLP and Pinion, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. KCoe Isom LLP is a licensed independent CPA firm that provides attest services to its clients, and Pinion, LLC and its subsidiary entities provide tax and business consulting services to their clients. Pinion, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the Pinion brand are independently owned and are not liable for the services provided by any other entity providing services under the Pinion brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import denote the alternative practice structure conducted by KCoe Isom, LLP and Pinion, LLC.

Pinion, LLC Attest services are provided by KCoe Isom, LLP, a licensed CPA firm. © Pinion. All Rights Reserved.

Privacy Policy Terms of Use

Anderson ZurMuehlen Is Now Pinion

While we are expanding, your success remains our highest priority.

Read the Press Release