A track record
of outstanding financial service
PATH TO SUCCESS
Our dedicated team is invested in achieving your organization’s goals.
With our comprehensive financial service offerings, we help our clients manage their growth, mitigate risks, and enable future success. We are committed to following ethical financial management best practices, freeing you to focus on your organization’s vision.
MULTI-ENTITY RELATIONSHIPS
A $9,000,000 services company with multiple subsidiaries was searching for a cost-effective and scalable management solution to support their growth strategy and eventual purchase.
WHAT WE ACCOMPLISHED:
- Restructured financials to highlight key areas of financial decision making
- Provided individual and consolidated financials
- Worked closely with tax CPA on tax planning
- Supported payroll for owner’s household employees
- Provided complex accounts receivable management projections
The company decreased costs by 35%, increased revenues by 30% and EBIDTA by 47% before acquisition.
Early Stage to Publicly Traded Company
A young, venture-funded start-up client wanted to ensure a successful merger with a public company.
WHAT WE ACCOMPLISHED:
- Structured the core financial systems and monthly reporting packages, managed day to day accounting functions.
- Negotiated the merger financial processes, including internal controls and
- 10Q and 10K SEC filings for the public company.
- Provided all merger transition support for financial software, office and personnel integration
- Interviewed CFOs and built the internal accounting team.
The start-up successfully merged with the public company; Balance was subsequently retained by the public entity to provide ongoing management support.
Large Non-Profit
Non-profit with $4,000,000 in revenues was burning through its endowment by more than $650,000 per year.
WHAT WE ACCOMPLISHED:
- The Board of Directors brought in Balance with the urgent request to provide immediate life-support
- Restructured the financial system to provide management with meaningful key numbers and explain the historic losses
- Developed a revised budget for the initial year and annual budgets thereafter to stabilize the organization
- Trained program managers how to prepare and manage program budgets
The organization reduced financial back-office costs by more than 50% and has tripled in size. They currently have a healthy balance sheet, strong strategic plan and sustainable growth.
Small Non-Profit
Non-profit with revenues of $550,000 and seven employees needed a backbone organization to manage all finance and operations.
WHAT WE ACCOMPLISHED:
- Implemented customized program tracking and management dashboard
- Managed all payroll and human resources
- Provided budgeting and cash flow management expertise
- Conducted multiple educational seminars on financial statements and preparing budgets to train leaders and board for success
- Setup all professional relationships (tax, insurance, banking)
The organization lowered its back-office support costs by 4%, from 9% to 5% of annual revenues.
“I can’t recommend Balance more highly…a pleasure to work with and will exceed expectations on any job you may require.”
Co-Founder, Riviera Clothing
Balance is a business management partner who works with leaders to build solid financial structures for their companies
- Phone: 805.618.3125
- Email: hello@balancefm.com