When your business needs more than a bookkeeper.
There's a point in every growing business where clean books aren't enough. You need someone who can read them, interpret them, and tell you what to do next. That's what a fractional CFO does and it's what Balanced has been doing for Austin businesses for over 20 years.
A fractional CFO gives you executive-level financial leadership without the cost of a full-time hire. You get a senior advisor who knows your business, sits in your corner, and helps you make the decisions that actually move the needle.
Financial statements you can trust. Time back in your week. A team that knows your business and stays current with it. And the confidence to make decisions, on hiring, pricing, expansion, or anything else, based on real numbers instead of best guesses.
This isn't consulting in the abstract. It's a hands-on advisory relationship built around your specific business. Your revenue model, your cost structure, your goals.
Every month looks something like this: your books close, your numbers get reviewed, and your advisor reaches out before you have to ask. Not with a report dump but with a clear picture of where you stand, what changed, and what it means for the decisions in front of you.
Over time that relationship compounds. Your advisor learns your business, the seasonality, the margins, the growth constraints. The guidance gets sharper because the context gets deeper. You stop making financial decisions in the dark and start making them with someone who knows your numbers almost as well as you do.
We go beyond the monthly close to give you the analysis behind the numbers, variance reporting, trend spotting, cost center analysis, and KPI tracking tailored to how your business actually operates.
We build the financial models your business needs to plan with confidence. Annual budgets, cash flow forecasts, scenario planning, and growth projections that give you a real basis for decision-making.
Pricing strategy, profitability analysis, hiring decisions, expansion planning. We're in the room for the conversations that matter and give you the financial perspective to make them well.
When you need to walk into a bank or a boardroom, we make sure your financials tell the right story. Clean, organized, and packaged to support your ask.
You're past the early stage. Revenue is real, the team is growing, and the financial decisions are getting more complex. You need someone with genuine CFO-level experience in your corner, but a full-time hire doesn't make sense yet.
That's exactly the gap Balanced was built to fill.
insight
$1,275/mo
Oversight & Analysis
Includes:
Better reporting
KPI dashboards
Quarterly financial reviews
Senior advisor overseeing your books
growth
$2,650/mo
Analysis & Planning
Everything in INSIGHT, plus:
Monthly strategy calls
Budget vs. actual analaysis
Cash flow forecasting
Proactive growth guidance
scale
$3,975/mo
Strategy & Growth
Everything in Growth, plus:
Full executive-level partnership
Financial modeling
Investor & lendor prep
Board meeting support
Dedicated CFO point of contact
