Empowering owners with clarity, not complexity.
Two very different worlds, one mission.
Balanced Advisory began in 2024, after Brent Daily spent more than a decade turning lessons from two very different worlds into one practice. He built, and ultimately sold, a Midwest sign manufacturing company, then went on to lead commercial strategy and technology teams at a global consulting firm.
In parallel, he helped launch a Texas barbecue venture, which gave him another front row seat to the roller coaster realities Main Street owners face every day. Payroll on Friday, a vendor invoice you do not recognize on Saturday, and a lender asking for projections on Monday.
Since then, Balanced Advisory has helped small and mid sized businesses sharpen their numbers and their decisions. Pairing CFO level strategy with strong bookkeeping lets owners stay focused on growth while keeping a firm grasp on financial health.
The evolution of Balanced Advisory.
Fractional CFO practice
Launched to give small and mid sized businesses access to CFO level insight on a fractional basis.
Bookkeeping arm added
Early clients asked us to own the day to day books, so we built a team that keeps the numbers as clean as the advice is strategic.
End to end finance support
Businesses from $2M to $10M in revenue, lifting profit and scaling with confidence.
Integrity
We tell you what the numbers say, including when the answer is inconvenient or costs us the engagement.
Collaboration
Your CPA, your banker, your managers. We work with the team you already have instead of around it.
Responsiveness
Same day answers during business hours. A finance partner you cannot reach is not a finance partner.