Overview

Balance Point’s Family Office Services Our advice is crafted to support your personal values and mission statement, fully integrating your investment, income-tax, retirement, estate-planning, and philanthropic goals. We ensure that you receive proactive advice from objective professionals with the appropriate skills in each of the disciplines you need to support your family’s financial objectives. Financial Accounting/Business Consulting We are your outsourced onsite Controller and CFO resource. At Balance Point Asset Management, LLC, we recognize that many growing businesses need the support of a financial professional from time to time without the additional expense of hiring a full time Controller. That's why we offer outsourced accounting and controllership services to businesses in need of support with issues like audit planning, preparation for debt or equity financing, oversight of accounting GAAP processes and transactions, budgeting, strategic planning and other needs. We will work with your business to customize accounting services so you will only employ the services you need. With the guidance and support of a professional managerial accountant, you will be poised to make knowledgeable business decisions, improve profitability, clarify your business plans and free up valuable time to grow.