About Us

About Balance Financial

Balance Financial is a nationwide daily money management firm for individuals and businesses.  Where other financial professional firms may focus on the long term, Balance Financial focuses on getting you or your business through today.  We help by providing personal bookkeeping, bill pay services, and business bookkeeping assistance.  Our clients are spread across 26 states and use Balance Financial for a variety of daily financial services meant to save them time and bring clarity to their financial life. 

Balance Financial is a professional services firm that focuses on managing our clients daily financial needs.  We have developed our own proprietary technology that provides our staff with the best tools possible that when combined with a focused, ever improving service model makes our company the best solution for managing your daily financials.  

 Over the next 3-5 years, we hope to develop our partner list and client base across the country.  We are focused on being the number 1 daily money management firm in the country and a leader in technology solutions and service models that allow our clients to better understand their personal finances and to rest assured that Balance Financial is the best solution for them.