Clean books.
Forward-looking finance.
CFO level strategy and reliable books for owners doing $2M to $10M a year. One team, one source of truth, every month.
Four services. One finance function, fully staffed.
Fractional CFO
Forecasting, pricing, capital strategy, and a monthly working session on the decisions in front of you, at a fraction of a full time CFO.
Balanced Bookkeeping
Reconciled accounts, clean categorization, and a closed month by the tenth. The foundation everything else stands on.
Financial Reporting
A monthly package built for decisions: unit economics, cash forecast, and the three numbers that actually move.
End of Year Planning
We work alongside your CPA before December, not after, balancing this year's profit against next year's growth.
Four steps from messy books to monthly decisions.
Diagnostic
Two weeks inside your books. We show you what we found before you sign anything.
Cleanup
Chart of accounts rebuilt, history reconciled, one system of record for everyone.
Rhythm
Close by the 10th, report by the 12th, strategy session the same week. Every month.
Leverage
Forecast, price, borrow, hire, or sell, with numbers that hold up to scrutiny.
You stop waiting for a PDF at the end of the month.
Every client gets a live portal. Closed months, the rolling forecast, and last year side by side, refreshed at every close.
Closed and forecast in one view
Solid bars are months we closed. Outlined bars are what we expect. No separate deck to reconcile.
Cash in months, not just dollars
Cushion, forecast low point, and projected year end balance, so you know which month is tight before it arrives.
Two prior years for context
A strong April only means something next to last April. Every metric carries its own history.
“The cashflow roadmap changed everything. In eighteen months working with Balanced Advisory, we're debt-free, profitable, and on track to double revenue.”
REMAINING
ON TRACK
TURNAROUND
SALARY PAID
“Balanced Advisory teamed up with our accountant and saved us thousands in taxes through proactive year-end planning.”
“Thanks to Balanced Advisory, our financial management is now seamless. Their expert advice has significantly impacted our business growth and overall efficiency.”
Published, because you should not have to ask.
Balanced Books
- Full cycle bookkeeping
- Monthly close by the 10th
- P&L, balance sheet, cash flow
Books + CFO
- Everything in Balanced Books
- Monthly strategy session
- 13 week cash forecast
- Pricing and unit economics review
- Year end planning with your CPA
Project
- Cleanup and catch up
- Lender or SBA package
- New venture forecasting
- Cost savings project
MONTH TO MONTH.
- $2M to $10M in annual revenue
- Behind on the books, or working without any
- An owner who wants to be in the numbers monthly
- Growth, a raise, or an exit on the horizon
- Pre revenue or under $500k
- Tax filing only, that is your CPA's work
- Looking for the cheapest bookkeeper available
- Unwilling to change how decisions get made
What owners ask first.
Yes, and it is a different job. A controller keeps score. We keep score and then tell you what to do about it, for roughly a quarter of a loaded salary.
No. We work alongside your CPA and hand them a clean, closed year. Most of them prefer it.
Messier than you think is fine. Cleanup is a scoped project before the monthly work starts, so you know the cost before we begin.
A two week diagnostic, a written findings review, then the chart of accounts rebuild. Your first clean close lands in month one.
Thirty minutes. No deck. You leave with one thing to fix.
We take a small number of new clients each month.