Balance Financial Accounting
Business Is About People
Are you spending too much valuable time and expenses on your financial requirements?
Balance Financial Management is a full service back-office consulting company that provides accounting and financial services to businesses, not-for-profit organizations and foundations on an as-needed basis. Your organization’s goals are important to us and it is our objective to keep you out there achieving them.
We bring to the table as much passion for the process as you do for the outcome. Our team of professionals has the specific financial experience needed to perform everything from data entry to detailed financial reporting and forecasting while lowering your costs and providing the highest level of expertise. We consider ourselves to be a partner and collaborator in your success, always acting in your best interest.
Balance is about business and business is about people.
Non-Profit & Foundation Services
Balance wants to be the support organization that helps our local non-profits thrive!
Better Balance
The financial management needs of non-profits and foundations are unique. That’s why we’ve put together a team of experts available on an as-needed basis to streamline all of your accounting needs to lower your back office costs and insure accuracy on all levels. Unlike other financial management companies, Balance’s focus is philanthropic, emphasizing our commitment to the people that make our community non-profits thrive. We join you as a team member and a partner, from back office to boardroom, with a thorough and accurate understanding of the principles behind reliable financial requirements for non-profit organizations. Our team of professionals restores balance between valuable resources and time invested in precise reporting. We offer you peace of mind, so you can get back to the business of helping people.
No Wasted Resources!
Too often accounting budgets are strained in the process of wading though the cumbersome laws and guidelines surrounding allocated funds and how to track them. Balance has a unique cost structure for not-for-profit organizations and foundations whose funds are best utilized in community programs and services, not back office costs. Your front-end costs are structured to ensure that your organization immediately receives the benefit of lower fees while receiving a higher level of control, accuracy and productivity. As Balance is able to streamline your financial processes and share resources where possible with other organizations, your annual financial and/or back office costs will naturally decrease even further.
Confidentiality
Balance personnel have years of experience working in confidential settings, and maintain confidentiality at the highest level. In addition, our IT systems and financial software are segregated and secured so that each organization has its own "area" on our servers that locks out other users. Therefore, you can rest assured that your donor list is safe, your financial reports are secure, and only you determine who has access.
Services
- A/P, A/R, G/L Entry
- Software Transition
- Clean-up & Restructure
- Grant Tracking & Management
- Cash Management
- Budget Development, Management & Reporting
- Reconciliation & Review
- Reporting & Timeline Development
- Human Resource Services
- Tax/Audit Representation
- Financial Process Restructuring
- Financial Data Access
- Organization & Storage
- Investment Accounting
- Detailed & Specific Financial Reporting
- Implementation of Internal Controls
Contact
Diana Pereira
Balance Finance Management
1117 State Street, #7
Santa Barbara, CA 93101
805.618.3125 tel
805.618.3118 tel
805.648.6466 fax