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Business Is About People

Are you spending too much valuable time and expenses on your financial requirements?

Balance Financial Management is a full service back-office consulting company that provides accounting and financial services to businesses, not-for-profit organizations and foundations on an as-needed basis. Your organization’s goals are important to us and it is our objective to keep you out there achieving them.

We bring to the table as much passion for the process as you do for the outcome. Our team of professionals has the specific financial experience needed to perform everything from data entry to detailed financial reporting and forecasting while lowering your costs and providing the highest level of expertise. We consider ourselves to be a partner and collaborator in your success, always acting in your best interest.

Balance is about business and business is about people.

Non-Profit & Foundation Services

  • Grant Tracking & Management
  • Budget Development, Management & Reporting
  • Detailed & Specific Financial Reporting
  • Implementation of Internal Controls
  • Reconciliation & Review
  • Reporting & Timeline Development
  • Human Resources Services
  • Tax/Audit Representation
  • Software Transition
  • Clean-up & Restructure of Finances
  • A/P, A/R, G/L Entry
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Commercial Services

  • Detailed & Specific Financial Reporting
  • Budget Development, Management & Reporting
  • Financial Process Restructuring
  • Financial Data Access, Organization & Storage
  • Investment Accounting
  • Reporting & Timeline Development
  • Human Resources Services
  • Tax/Audit Representation
  • Software Transition
  • A/P, A/R, G/L Entry
Learn More »