Bookkeeping & fractional CFO · Austin, TX

Your finances, handled.
Your business, focused.

Balanced is an Austin-based bookkeeping and fractional CFO firm. We handle the numbers so you can run the business — with accurate books, clear reporting, and senior-level financial guidance at every stage of growth.

We handle the numbers. You run the business.
MARCH 2026 · CLOSE
Client · Clinical Services
Closed · day 5
net revenue
$1.12M
+8.4%
Gross Margin
62.1%
+3.2pt
a/r 60+ days
$18.4k
-41%
cash on hand
$284k
+$22k
12-MONTH REVENUE
in $k
POWERED BY JIRAV
Updated at close
20 years serving Austin Businesses
100+ active clients
12+ platform certifications
QuickBooks · Xero · Gusto · Ramp
what we do

From clean books to executive-level strategy.

Whether you need reliable monthly bookkeeping or a fractional CFO guiding your next growth phase, Balanced scales with you. All under one roof, one relationship.

Accurate Books

Monthly close, reconciliations, and clean financials delivered on time every month.

Clear Reporting

Financial dashboards, KPI tracking, and cash flow visibility built around your business.

Strategic Guidance

A senior advisor in your corner for budgets, forecasts, growth planning, and big decisions.

who we work with

Built for Austin's growing businesses.

We work with small and mid-size businesses across a wide range of industries. If you're past the startup phase and ready for a financial partner who actually knows your business, you're in the right place.

Real Estate
Legal
Oil & Gas
Non-profits
Retail
Technology & SaaS
Professional Services
services preview

One partner. Four levels of support.

Each package is a flat monthly retainer. No hourly billing, no surprises. Choose the tier that fits where you are today. Scale up as you grow.

About balanced

20 years. One Firm. Real relationships.

Balanced was founded in Austin over two decades ago with a straightforward belief: small business owners deserve the same caliber of financial guidance that large companies take for granted. We're not a software product. We're not a call center. We're a team of experienced advisors who know your business by name.

20+
yrs. Serving Austin businesses
100+
Active clients with us today
4
small tiers. Flat-rate monthly packages
5th
Books closed by day 5 of the month
About Balanced ->
case studies
Case Study 01
industry
Clinical therapy - pediatric services and school district training
size
15 full-time + 5 contractors
revenue
$1M+
prior setup
In-house bookkeeper + external CPA - two vendors, no unified picture
Best paired with:
Virtual Accounting Dept. + CFO Oversight
Two vendors replaced
Bookkeeper + CPA replaced by one unified advisory relationship
Revenue leak sealed
New cancellation policy recovered previously lost session revenue
Rates increased
First rate increase in 4 years, implemented with confidence
Growth redirected
School district consulting prioritized for margin and referrals
"Accounting was like a foreign language to us. Balanced not only cleaned up our books - they showed us where we were losing money and gave us the confidence to finally raise our rates."
- Owner, Clinical Therapy Practice, Austin, TX

From leaking revenue to raising rates - for the first time in four years.

Case Study 02
industry
Public relations & design - arts, nonprofits, small businesses
size
5 full-time + 1 contractor
revenue
$300K
prior setup
Free software, monthly catch-up sessions, a series of ill-fitting CPAs
Best paired with:
CFO Analysis & Planning

Tripled in size with no accounting system. We gave them one.

Books caught up
Full historical cleanup — clean baseline from day one
Admin eliminated
Real-time invoicing, payroll, and bill pay replaced manual catch-up
Unprofitable work identified
Time tracking revealed which clients and projects weren't worth it
Clarity under pressure
Financial visibility helped them navigate a difficult year
"We built a real business with no idea how to run the finances. Balanced stepped in, cleaned everything up, and gave us the clarity to stop guessing and start making decisions. We finally feel in control."
- Co-founder, Public Relations & Design Firm · Austin, TX

Ready to get your finances off your plate?

Start with a free conversation. We'll learn about your business, walk you through what makes sense for your situation, and give you a clear picture of what working together would look like.