Our Services:
At Balanced CFO Services, we believe your financials should empower you—not overwhelm you.
As a business owner, you already carry a lot.
We offer customized financial services designed for business owners who want to grow, protect,
and sustain their business without the stress of managing it all alone.
Payroll & Compliance
· End-to-End Payroll Management
· Quarterly & Annual Payroll Tax Filings (Federal & State)
· State Department of Revenue (DOR)Filings
· State Secretary of State (SOS) Annual Filings
Bookkeeping & Financial Records
· Full-Cycle Bookkeeping (Monthly Reconciliation& Classification)
· General Ledger Management
· Month-End Close & Reporting
· Chart of Accounts Design & Maintenance
Payment & Cash Flow Management
· Vendor Bill Pay & Payment Processing
· Cash Flow Forecasting & Management
Financial Process Design & Optimization
· Financial Systems & Process Set-Up
· Standard Operating Procedures (SOPs) for Financial Operations
· Internal Controls Design & Risk Mitigation
· Integration of Accounting & Payroll Software (QuickBooks, Gusto, etc.)
Strategic CFO Services
· Budgeting & Forecasting
· Financial Statement Preparation & Analysis
· KPI Tracking & Custom Dashboards
· Strategic Planning & Financial Goal Setting
· Business Performance Reviews with Owners and Executives
Compliance & Advisory
· 1099 Contractor Reporting· Sales Tax Filings
· Audit Preparation & Support
· Entity Structuring & Compliance Maintenance
Growth & Advisory Services
Pricing & Profitability Analysis
· Financial Due Diligence for M&A or Investment
· Capital Raising Support (Debt & Equity)
· Scenario Planning & Sensitivity Analysis
· Exit Planning & Business Valuation Advisory
Technology & Automation
· Accounting Software Implementation & Optimization
· Workflow Automation for Repetitive Financial Tasks
· Real-Time Financial Reporting Systems
Let us help you
Looking for more Advanced Tax Strategies?
If your financial goals include building long-term wealth, optimizing for high income, or preparing for complex business transitions, we’ve got you covered.
We partner closely with Epic Private Wealth to provide advanced tax planning and comprehensive wealth strategies for successful individuals and growing service-based businesses.
