Our Focus. Business is about people.

Balance Financial Management is a full service back-office consulting company that provides accounting, human resources, payroll, operational and regulatory management capabilities for businesses, individuals/families, and non-profits alike. Balance aims to realize positive social impact and sustainable growth in our partners’ companies and communities. We believe strongly in giving back to the community and abide by an overriding commitment to integrity, purpose and leadership. By building strong foundations in the financial and operational infrastructure of businesses and nonprofits, we are able to effectively manage their growth, mitigate risks to enable future success. We believe that sustainable companies and organizations have the greatest positive impact within our communities and abroad.

A Balanced Approach.

Our highly specialized team of financial professionals is able to create tailored financial solutions for our partners’ immediate business needs while paving a clear direction for future growth. We apply critical thinking for our partners and we measure our success by the success of our partners, in many cases becoming the backbone of the companies we serve. From back office to boardroom, Balance is a team member and a partner in helping your company lower costs, improve business efficiencies and promote long term sustainability.

  • We become the backbone of the companies and organizations we serve.
  • We structure financial systems for effective and  results oriented reporting.
  • We develop management dashboards to assist in key business decisions.
  • We implement strong internal control policies to mitigate against fraud and increase accuracy.

Meet the BFM Team