Balance Financial Management is a full service back office consulting company that provides accounting and financial services.
Balance Financial Management is a full service back-office consulting company that provides accounting, human resources, payroll, operational and regulatory management capabilities for businesses, individuals/families, and non-profits alike. Balance aims to realize positive social impact and sustainable growth in our partners’ companies and communities. We believe strongly in giving back to the community and abide by an overriding commitment to integrity, purpose and leadership.
By building strong foundations in the financial and operational infrastructure of businesses and nonprofits, we are able to effectively manage their growth, mitigate risks to enable future success. We believe that sustainable companies and organizations have the greatest positive impact within our communities and abroad.
Balance Financial Management aims to realize positive impact and sustainable growth in our clients’ companies and our communities. We believe strongly in giving back to the community and abide by an overriding commitment to integrity, purpose and leadership.
By building strong foundations in the financial and operational infrastructure of businesses and nonprofits alike, we are able to effectively manage and protect their growth to ensure future success. We believe that sustainable companies and organizations have the greatest positive impact within our communities and abroad, and our mission is to foster the social enterprise and entrepreneurial spirit that is the foundation of our economy and nation.
Managed Accounting Services, Strategic Planning, Government Cost Accounting, CFO / Executive Management Services, Tax/Audit Preparation Support, Internal Controls / Sarbanes Oxley Compliance (SOX), Human Resource Management, Corporate Social Responsibility, Efficiency Management (Streamlining)
Santa Barbara Loan & Jewelry
56 meter
I was treated very poorly there by a man named Jaime (pronounced "Hymen") who tried t...
Chase Bank
318 meter
Miss the coffee they used to have out on a counter. Kept saying it would return when ...
Raymond James
343 meter
Partnervest Financial Group
352 meter
LPL Financial
358 meter
First Republic Bank
359 meter
I love this bank, too. It's a bank where everyone (literally) knows your name! I do...
First Republic Bank
366 meter
Great service and a nice office. I can't imagine banking with anybody else!
Green Sherpa
367 meter
American Riviera Bank Santa Barbara Branch
396 meter
Great local bank - rapidly growing
When American Riviera first opened its doors I kn...
Pacific Western Bank
426 meter
Stifel
427 meter
Experience Syd’s personalized, professional service for yourself at Stifel’s local Sa...
Morgan Stanley
433 meter
Santa Barbara Pension Consultants, Inc.
433 meter
horrible customer service, slow and unresponsive. As a client I feel completely igno...
Agility Capital
464 meter
Freestone Capital Management
473 meter
Montecito Capital Management
476 meter
Great advisor that is very knowledgeable, helpful and generous with his personal time...to add Balance Financial Management map to your website;
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