Our team supports your organization through all stages of financial strategic planning and implementation. Initially, we work with your management team to conduct a thorough financial infrastructure audit to understand your current operational and personnel systems. Next, we develop a customized upgrade plan that best supports your organization with the financial structure needed to scale growth and success, and to achieve your strategic goals. This often includes adding compliance tracking, new software, reorganizing your chart of accounts, paperless filing and information exchange, and ensuring financial processes have appropriate internal control safeguards.
Balance works with leadership to develop and implement strategic processes and practices that drive positive outcomes. This includes generating budgeting and forecasting models that align with business goals, developing KPI tracking, creating custom dashboards to assist in business management, and CFO leadership or support to ensure a productive and profitable company.
Effective federal grant management requires careful planning and oversight. Services include restructuring accounting and procurement systems to track funds; managing conditions, restrictions, and barriers to revenue recognition; expense verification; spend down monitoring and reporting; and coordinating with managers on budget revisions and amendments.
We integrate with your team to build or optimize payroll and HR systems, ensuring we take care of your people. We conduct a payroll software review, track and reconcile employee data and benefits, develop and implement HR policies, maintain payroll, use best practices for new hires and terminations, maintain ADA compliance, and provide ongoing management and support with HR filings.
With general accounting support from our team, you can focus on your company. This includes financial reporting, tax or audit support, banking and cash flow, revenue recognition, monthly account reconciliation and review, vendor management, corporate filings, and financial data organization and storage.
We work to ensure your systems and software securely support your organization for long-term growth. When appropriate, we implement a custom suite of software tailored to your organization’s specific needs and tie together your accounting cycles. All financial information is safely stored in our online filing system and accessible with customized levels of security.
Balance offers software hosting and secure paperless transfer of information, enabling clients to be cost-effective, efficient, safe, and eco-conscious.
Want to learn more about how our customized approach to financial management can help your organization? Let’s connect.
Balance is a business management partner who works with leaders to build solid financial structures for their companies
To learn more about our customized approach to financial management and how we can help you meet your goals, connect with us.