About
Do you lack time for your family, lack time to grow your business or are you missing organization that will help you succeed? Are you spending too much money on your accounting department? Look no further; we can make your business life easier.
Balanced Financial Services has financial expertise in general business, real estate development/construction, investor relations and property management. Allow us to evaluate your specific accounting needs. The team at Balanced Financial Services offers a service to you for managing those needs.
If your accounting/finance department is in-house yet lacking the organization you feel need to promote your business efficiently, then let us help you. Our service is economically feasible since our monthly flat fee is less than one employee’s salary. So, if you would love to free up some of your time to concentrate on growing your business or to making time for your family you should consider us.
Working with your specific requirements, we can take away the headache and hassle of everyday accounting procedures, bill payments, collections, invoice tracking, payroll, partnership set up and distributions. A customized service can be created for you! Please call or e-mail me for more information or for an appointment to further discuss what our service can provide you.
holli@bfs-bookkeeping.com
(972) 903-9633
Midlothian, TX
Let My Experiences Benefit You
I have experience with QuickBooks Desktop, QuickBooks Online and RealPage. I have been in a CFO/Controller position in the construction industry for the past 28 years, first with a real estate development company, then with a roofing construction company and finally ending with Boat & RV Storage construction in my last job. I have been responsible for all those companies to create, develop, and maintain their financial department while working alongside the CEO in making growth strategy decisions. I have worn multiple hats within a financial department depending on the needs.
I know what it takes to operate the financial department on a day-to-day basis as being the only person running the department until the company grew enough to hire four other employees for my finance department. I’ve trained all personnel in the finance department, created budget proformas and financials to secure lending, created all the construction draw spreadsheets in Excel (unless the AIA forms were required), submitted each construction draw with supporting documents, worked with all the subcontractors to make sure their COI was current, lien releases signed, and progressive payments were made according to the contract and progress of each job.
I have overseen all A/R and A/P, property tax protesting and company general liability insurance needs. I have managed all the HR/payroll needs, tax filings as well as partnership and corporation tax return prep work for the outsourced CPA for tax filing. I have formed over 35 partnerships in the State of Texas along with all other organizational documents necessary for each entity. Each of those partnerships has 5-15 investors in each entity; therefore, I managed all investment offerings to all investors, their preferred return calculations, distributions, K-1’s, and quarterly financial reporting.
