Happy Valentine's Day! We appreciate the heart you put into your work every day. Thank you for caring and making such a positive impact on our community. We hope you have a special day! Thank you for partnering with Balance Financial Management.
Balance Financial Management
Accounting
Santa Barbara, California 192 followers
Balance is a financial management partner working with top organizational leaders to build solid financial structures.
About us
Balance is a strategic finance partner that seamlessly integrates into organizations to provide all services - from CFO responsibilities to general accounting. From start-ups, large for-profits, small businesses, and nonprofits, our team of seasoned and passionate professionals has the expertise to craft customized, foundational financial solutions designed for accuracy, transparency, and growth. Ethical financial management is at the core of our culture. We value: Philosophy & People Compliance & Best Practice Data Transparency & Accuracy Security & Safety Put our financial expertise to work for your organization.
- Website
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http://www.balancefm.com
External link for Balance Financial Management
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- Santa Barbara, California
- Type
- Privately Held
- Founded
- 2009
- Specialties
- CFO / Executive Leadership & Strategy, Federal Grant Management, Human Resource Management, Managed Accounting Services, Government Cost Accounting, Tax / Audit Preparation, Internal Controls / SOX, Technology Management / Implementation, and Strategic Planning
Locations
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Primary
Get directions
3 W Carrillo St
Suite 208
Santa Barbara, California 93101, US
Employees at Balance Financial Management
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Diana H. Pereira
Chief Financial Officer |
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Jaime Kuczkowski, CPA
CFO & Managing Partner, Balance Financial Management
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Gladys Pimentel Ray, MBA
Assistant Controller at Balance Financial Management
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Michael Napolitano
Strategist / Leader / Social Entrepreneur / Accountant / Partnership Focused Sales
Updates
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Read about how Balance invests in its employees and encourages a work life balance. 🙌
According to a recent The Wall Street Journal article, auditors and tax accountants are moving on - or considering quitting the profession - due to low job satisfaction, long hours, and fear of emerging technologies like A.I. This is why it’s more important than ever to invest in your employees and plan a sustainable future for your company. At Balance, we proudly pay competitive salaries, encourage connection, and support a healthy work / life balance for our employees and our clients. We also invest in training and supporting our team to ensure they are equipped with cutting-edge technologies as well as a supportive team culture. At Balance Financial Management, we truly strive for balance - both within our company and outwardly for our clients. It is why many of our employees have been with us for years! #balancefm #worklifebalance #culture #connection #AI #accounting #cpa