“Balance provides a key service to the Orfalea Foundation. They provide consistently reliable data and reports that fulfill our requirements. It is a great assurance that we can turn to them for our financial and accounting needs, leaving us to focus to a greater degree on our program and initiative work. Plus, their entire team is really great to work with. Diana, Jaime, and their staff, work with the highest level of professionalism and a personal touch that is difficult to find these days. It has been a win-win for us.”

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. In 10 years of directing a nonprofit organization, I’ve never been more confident in my financials – something that is critical in these challenging economic times.”

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.”

Derek Buse

Co-Founder, Riviera Clothing

“Balance Financial Management has been an excellent partner as Family Service Agency has been developing its financial capacity in this changing environment.”

Lisa Brabo, Ph.D.

Executive Director