Insights

Small to Mid-Market Focus Balance Financial Management specializes in providing tailored financial solutions for startups, small businesses, and nonprofits, indicating a strong potential to expand services to similar organizations seeking personalized accounting and CFO support.

Technologically Integrated The company's use of a diverse tech stack including Microsoft, Google Analytics, and SEO tools suggests a commitment to transparency, data-driven decision making, and online visibility, which can appeal to clients valuing innovative financial management solutions.

Growth and Transparency With a revenue range of one to ten million dollars, Balance is positioned as a growth-oriented firm that emphasizes accuracy, compliance, and transparency—key selling points for organizations aiming to strengthen financial integrity and regulatory adherence.

Ethical Culture Centering around values like ethical management, security, and compliance, the company attracts clients who prioritize trustworthy financial practices, opening opportunities within sectors with stringent regulatory and ethical standards.

Market Positioning Conducting competitive analysis against large firms with thousands of employees and multi-billion dollars in revenue positions Balance as an agile, specialized partner for smaller organizations seeking personalized service at a competitive price point.

Balance Financial Management Tech Stack

Balance Financial Management uses 8 technology products and services including Open Graph, Google Fonts API, Microsoft, and more. Explore Balance Financial Management's tech stack below.

Open Graph

Content Management System

Google Fonts API

Font Scripts

Microsoft

Miscellaneous

Paylocity

Recruitment Marketing

Yoast SEO

Search Engines

Animate.css

UI Frameworks

Google Analytics

Web Analytics

Apache

Web Servers

Balance Financial Management Email Formats	Example	Percentage
First@balancefm.com	John@balancefm.com	55%
Last@balancefm.com	Doe@balancefm.com	30%
FLast@balancefm.com	JDoe@balancefm.com	10%
First.Last@balancefm.com	John.Doe@balancefm.com	5%

Balance Financial Management Email Formats

Example

Percentage

First@balancefm.com

John@balancefm.com

55%

Last@balancefm.com

Doe@balancefm.com

30%

FLast@balancefm.com

JDoe@balancefm.com

10%

First.Last@balancefm.com

John.Doe@balancefm.com

Frequently Asked Questions

Where is Balance Financial Management's headquarters located?

Balance Financial Management's main headquarters is located at 3 West Carrillo Street, Suite 208. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Balance Financial Management's phone number?

You can contact Balance Financial Management's main corporate office by phone at

+1-805-618-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Balance Financial Management's official website and social media links?

Balance Financial Management's official website is balancefm.com and has social profiles on LinkedIn.

What is Balance Financial Management's SIC code NAICS code?

Balance Financial Management's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Balance Financial Management have currently?

As of December 2025, Balance Financial Management has approximately 18 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Financial Officer: R. B.Chief Financial Officer And Partner: B. N.General Manager: S. G.. Explore Balance Financial Management's employee directory with LeadIQ.

What industry does Balance Financial Management belong to?

Balance Financial Management operates in the Accounting industry.

What technology does Balance Financial Management use?

Balance Financial Management's tech stack includes Open GraphGoogle Fonts APIMicrosoftPaylocityYoast SEOAnimate.cssGoogle AnalyticsApache.

What is Balance Financial Management's email format?

Balance Financial Management's email format typically follows the pattern of First@balancefm.com. Find more Balance Financial Management email formats with LeadIQ.

When was Balance Financial Management founded?

Balance Financial Management was founded in 2009.

Balance Financial Management

Q: How many employees does Balance Financial Management have currently?

Balance Financial Management has approximately 18 employees.

Q: What technology does Balance Financial Management use?

Balance Financial Management's tech stack includes Elementor, WordPress, TweenMax, Cloudflare Bot Management, Modernizr.

AccountingCalifornia, United States11-50 Employees

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.

Insights

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