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.
Schedule a complimentary consultation
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
MILLION DOLLARS IN REVENUE MANAGED
MILLION DOLLARS IN ASSETS MANAGED
EMPLOYEES MANAGED THROUGH BFM’S HR & PAYROLL SERVICES
GRANTS & CONTRACTS MANAGED ANNUALLY