Balance Financial Management
Accounting • 
3 W Carrillo St, Suite 208, United States • 11-20 Employees
Company overview
| Headquarters | 3 W Carrillo St, Suite 208, Santa Barbara, California 93101, US |
| Phone number | +18056183125 |
| Website | |
| NAICS | 5412 |
| SIC | 874 |
| Keywords | Strategic Planning, Human Resource Management, Federal Grant Management, Government Cost Accounting, Managed Accounting Services, Internal Controls / Sox, Technology Management / Implementation, Cfo / Executive Leadership & Strategy, Tax / Audit Preparation |
| Founded | 2009 |
| Employees | 11-20 |
| Socials |
Key Contact at Balance Financial Management
Kaylene Warner
Director Of Operations
Balance Financial Management Email Formats
Balance Financial Management uses 2 email formats. The most common is {first name} (e.g., john@balancefm.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@balancefm.com | 66.7% |
{first initial} | j@balancefm.com | 33.3% |
About Balance Financial Management
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.
Balance Financial Management revenue & valuation
| Annual revenue | $6,961,118 |
| Revenue per employee | $410,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues | $22,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Balance Financial Management has 9 employees across 6 departments.
Departments
Number of employees
Funding Data
Balance Financial Management has never raised funding before.
Balance Financial Management Tech Stack
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