Balanced Advisory
5.0 stars · 3 reviews · Serves Nationwide · Specializes in Growing Companies ($1M–$10M)
We provide quality bookkeeping and fractional CFO services to business under 10M in annual revenue.
Services
- Cash Flow Management
- Financial Modeling
- Financial Strategy Development
- Investor Pitch Development
Pricing
- Bookkeeping — $500–$3,000 monthly
- Fractional CFO Services — $1,500–$5,000 monthly
- Financial Reporting — $850–$1,500 monthly
Reviews
Joe Zavala
5 stars
2026-02-26T18:31:33.167+00:00
He’s a Translator: A great CFO doesn’t just report data; they translate complex financial jargon into actionable strategy. The Guardrail, Not the Brake: Most people fear the CFO will kill their creative ideas. High Emotional Intelligence (EQ): he understands the human cost of financial decisions, which builds a culture of transparency and safety. Predictive Power: Brent looks out the "front windshield" (forecasting) rather than just the "rearview mirror" (accounting), so you’re never surprised by a cash flow crunch.
Robert Hebert
5 stars
2026-02-26T01:42:55.515+00:00
Great! Booking keeping & monthly financial advice finished & reviewed by the 3rd of each month.
Traci Hebert
5 stars
2026-02-26T01:38:52.985+00:00
We had a very good experience with this vendor. I would recommend Brent to anyone we know looking for his type of services.