Balance is a financial management partner that works with top organizational leaders to build solid financial structures for their companies. With more than a decade of experience together, our team of seasoned and passionate professionals has the expertise to craft customized, foundational financial solutions designed for accuracy, transparency, and growth. The Balance team seamlessly integrates into organizations to provide everything from CFO functions to all accounting services.
We join forces with your organization’s leadership to rapidly identify opportunities, spot potential risks, and enable structural solutions that provide financial efficiency, effectiveness, and long-term sustainability. Timely and accurate financial data allows for confident and informed decision-making as you work to achieve your growth goals and company objectives.
You likely started your business to provide a quality product or service, not to become a finance whiz. That’s where Balance comes in. We provide proven financial expertise to business owners who need support – from HR and payroll, to cash flow management and forecasting, to financial reporting and more – creating tailored solutions that ensure your financial management practices are sound, and data is accurate and timely.
Long-term financial success requires full transparency and insight at the top levels of any organization – especially nonprofits. Balance can provide the clarity required for board members and top executives to make informed decisions by implementing sound financial strategies and by ensuring that costs and risks are identified and communicated, and that the proper controls are in place for ongoing compliance and growth.
Balance proudly works with companies sharing our core philosophy that profit and social impact are complementary rather than contradictory goals. Our people-centric approach gives actionable insights into your financials to ultimately serve every level of your team, business, and community. At the same time, we bring accuracy and transparency to a business’s financial data – allowing leaders to make the best strategic decisions for growth and success.
Balance is a business management partner who works with leaders to build solid financial structures for their companies
To learn more about our customized approach to financial management and how we can help you meet your goals, connect with us.