About Balance

We create tailored financial solutions for your immediate business needs and structure ways to ensure your business grows to the next level and remains sustainable.Learn More

Meet the Team

Our experienced team encompasses a range of skill sets, industry backgrounds and accounting knowledge to ensure you succeed.Learn More

Our Services

Balance Financial Management’s proven track record of providing clients with professional service, expert solutions and a dedicated team at the right price is unparalleled.Learn More

Community Feedback

“Balance provides a key service to the Orfalea Foundation. They provide consistently reliable data and reports that fulfill our requirements. […]”
Catherine Brozowski,
Vice President
Orfalea Foundation
“I can’t recommend Balance more highly…a pleasure to work with and will exceed expectations on any job you may require. […]“
Gregory Ullery,
Co-Founder
Riviera Clothing
“Balance Financial Management has been instrumental in helping us become an efficient and effective organization. […]”
Jarrod Schwartz,
Executive Director
Just Communities Central Coast
“The services that Balance provides for my company has freed me up to do the things I am good at[…]”

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Derek Buse,
Co-Founder
Riviera Clothing
“Balance Financial Management has been an excellent partner as Family Service Agency has been […]”
Lisa Brabo, Ph.D.,
Executive Director

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Focus Areas for Current Partners

Strategic Financial Consulting 73
Complete Financial Management 90
Efficiency Management 100
Technology Implementation 90
Internal Control Policies & Implementation 85
Payroll & Related Human Resources Services 50
Federal Cost Accounting 15

Community Partners