We handle the finances so you can focus on what matters most.
At Balanced CFO Services, we help business owners spend less time managing finances and more time doing what they love. From strategic planning to day-to-day financial clarity, we bring the balance back to your business—so you can move forward with confidence and focus on what matters most.
From burnout..... to breakthrough
Are you ready for:
Stress Free Payroll
No-Surprise Tax Bills
Lower Taxes
Profitable Compensation Plans
Consistent and Predictable cash flow
Clear Profitability Insights
Protected Revenue
A business that runs with out you
More time for the things you want to do!
Clarity Starts Here.
Schedule Your Call and Take Control of Your Finances
We'll help you with:
Lower your taxes and get rid of suprise Tax Bills
Plan ahead with proactive tax strategies. Our team works year-round to implement proactive tax strategies and help you pay the least amount legally required. Reduce your State B&O and income taxes, and avoid April panic.
Clear Profitibilty insights
Understand which services and providers drive your profit so you can double down on what works and eliminate waste. Make confident decisions backed by forecasting, planning, and real-time numbers.
Up to date Reports and KPI's
We clean up and reconcile your accounts monthly, track invoices, and give you meaningful reports you can actually use to run your practice smarter.
Strategic Clarity
Have a clear financial roadmap to guide major decisions—like equipment purchases, hiring, or opening a second location.
Cash Flow Management
We implement financial processes that streamline your back office—so payroll, accounts payable, and vendor payments all run smoothly and securely. Know exactly when money is coming in and going out, so you can cover payroll, vendors, and growth without stress.
Protect Revenue
We implement financial processes that streamline your back office—so payroll, accounts payable, and vendor payments all run smoothly and securely. Know exactly when money is coming in and going out, so you can cover payroll, vendors, and growth without stress.
Ready to start spending time doing what you love, instead of the accounting?
Who we work with
We partner with ambitious medical professionals, dentists, and other service providers who are ready to take their practice to the next level but need strategic financial guidance to get there.
Scaling Start-ups
Need funding, financial structure, or cash flow planning? We help you grow smart.
Mid-Sized Businesses
Struggling with profit margins, financial forecasting, or investor relations? We provide expert insights.
Established Practices
Want to optimize operations, improve reporting, or prepare for an exit? We help you build long-term success.
Find out why we are the regions #1 choice for Dental/Medical CFO Services
Our Current Clients:
What is a Fractional CFO?
A fractional CFO is an experienced Chief Financial Officer who works with your business on a part-time or contract basis.
High-level financial strategy at a fraction of the cost
Cash flow management, forecasting, and reporting without the overhead
Flexible services tailored to your specific business needs
Instead of hiring a full-time CFO, you get the same level of expertise and leadership—when you need it.
You don’t have to do it alone
At Balanced CFO Services, we do more than just crunch numbers—we provide strategic financial leadership to fuel your growth.
We have a team of professionals working together to help you achieve financial success in your business and in life. We have qualified professionals including a CPA, CFP's and accountants with several years of experience.
Payroll & Compliance
Business Accounting & Financial Records
Payment & Cash Flow Management
Financial Process Design & Optimization
Strategic CFO Services
Imagine where your business could be with expert financial leadership.
TESTIMONIALS
What our clients are saying
"Valerie and Jennica have been fantastic to work with!"
Before hiring them, I was keeping the books for our dental business and it was a chore! I couldn't believe that someone was actually excited about doing that job...but when I realized I could get rid of my biggest headache AND give it to someone who would LOVE to take it on, I was amazed!
-Rachel and Andrew Mohlman
"They get an A+ for their professionalism and for the quality of services they provide! "
"Balanced CFO Services has become part of our team. They communicate effectively and promptly. They provide good oversight and protection against abuse and fraud. Additionally, particularly within the dental field in which they specialize, they can and have provided insights that have allowed us to make changes that have ultimately made us more profitable. "
- Dr. James Collette, DDS
"We really could rely on you as we grew"
"Nathan and I really appreciate the excellent service you have provided us over the past many years. You guys have done a great job for our company and we have felt that we really could rely on you as we grew and changed over time."
- Dr. Craig K Barney, DMD
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