Balance Financial Management | Full-Services Financial Firm

Business is About People

Creating vital business structures to scale companies

What we do

Strategic financial services that drive accuracy, action and growth.

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.

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Business is about people. Schedule a meeting to see how we can help you realize your organization’s goals.

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SME’s

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.

Start-Ups

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.

Non-Profits

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.

WHAT WE VALUE

Balance is your partner in creating a thriving organization.

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.

About Balance Financial Management

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MILLION DOLLARS IN REVENUE MANAGED

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MILLION DOLLARS IN ASSETS MANAGED

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EMPLOYEES MANAGED THROUGH BFM’S HR & PAYROLL SERVICES

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GRANTS & CONTRACTS MANAGED ANNUALLY

“Balance provides a key service to the Orfalea Foundation. They provide consistently reliable data and reports that fulfill our requirements. It is a great assurance that we can turn to them for our financial and accounting needs, leaving us to focus to a greater degree on our program and initiative work. Plus, their entire team is really great to work with. Diana, Jaime, and their staff work with the highest level of professionalism and a personal touch that is difficult to find these days. It has been a win-win for us.”

“Balance Financial Management has been an excellent partner as Family Service Agency has been developing its financial capacity in this changing environment.”

“I can’t recommend Balance more highly…a pleasure to work with and will exceed your expectations on any job you may require.”

“Thank you for all your help, guidance, and quick response to our requests. Your help in getting systems set up was just what we needed for our school’s future success.”

“Thank you for being such an important part of our Cognixion team. You’ve recently gone above and beyond, and we want to say thank you from all of us!”

“Let me add my thanks and gratitude for helping us with our software migration and opening our eyes to the concept of having our financial statements “work for us” throughout the year!”

“I am pleased that Balance Financial is supporting our accounting and reporting needs. The statements provided are easy to understand and provide ample detail for our team.”