Insights

Market Position Balance Financial Management serves a diverse client base ranging from startups to nonprofits and large enterprises, indicating an opportunity to tailor financial solutions for organizations seeking comprehensive accounting and CFO services within the small to medium business segment.

Technology Adoption With a tech stack that includes analytics, SEO, and security tools, the company emphasizes digital efficiency and transparency, making it a suitable partner for firms interested in leveraging technology for financial management and reporting.

Industry Focus Operating within the competitive accounting sector alongside major firms like Charles Schwab and Fidelity, Balance can position itself by highlighting personalized, ethical, and transparent financial services, appealing to organizations that value integrity and customized solutions.

Growth Potential With annual revenues between 1 million and 10 million dollars and a lean team of up to 50 employees, there is significant growth potential for expansion into larger markets or service lines, especially by targeting small to mid-sized organizations seeking reliable financial partners.

Client Engagement The company's strong emphasis on ethical practices, transparency, and tailored financial solutions presents sales opportunities to organizations prioritizing compliance, security, and personalized service in their financial management.

Similar companies to Balance Financial Management

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

Media & News

Balance Financial Management's Email Address Formats

Balance Financial Management uses at least 1 format(s):

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%

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 Santa Barbara, California 93101 United States. 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 March 2026, Balance Financial Management has approximately 15 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 15 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.

Company Overview

Headquarters: 3 West Carrillo Street Suite 208 Santa Barbara, California 93101 United States
Phone number: +1-805-618-****
Website: balancefm.com
SIC Code: 8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code: 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded: 2009
Employees: 11-50