Our process & services

Our Process: A Managed-Service Approach to Finance & Accounting

At Ballast, we do more than support your financial operations—we own them. As a managed-service provider, we deliver a comprehensive suite of finance and accounting solutions that are part of your operations and a driving force behind them. Our method ensures that with Ballast, you gain a consistent, proven process to financial clarity that operates independently, letting you focus on your core business. Put more simply, we are your financial copilot.

How We Do It:

  •  Proactive and Autonomous Management: When you partner with Ballast, you engage a team that drives the financial strategy forward without the need for your daily oversight. Our experts dictate the scope and pace based on your specific needs, ensuring you never question what we do for you or when you will see results. This hands-off approach is ideal for busy executives who value efficiency and expertise.

  • Custom Playbook for Financial Success: We apply a structured, proven process tailored to your business’s unique challenges and opportunities. This process-driven approach provides clarity, consistency, and accountability, enhancing your decision-making and business agility.

  • The Right Client Fit: Our service excels with clients who value and understand the importance of expert financial management but prefer not to manage these essential functions in-house. Our engagement model tends to be less effective for companies that prefer to actively manage their financial service providers, as this can disrupt our streamlined processes and affect the overall efficiency and pricing structure.

Why It Matters:

Our unique managed-service model is specifically designed to take the burden of financial management off your shoulders, allowing you to concentrate on growing your business. This autonomy is not only a testament to our expertise but also to our commitment to your success. It allows us to implement tailored plans and engage in ongoing collaboration that bolsters your company’s foundations and drives your long-term goals.

Integrated Financial Management

At Ballast, we redefine financial management by serving as your strategic partner rather than just an accountant. Our core package, Integrated Financial Management, encompasses advanced financial planning and analysis crucial for strategic decision-making and sustaining growth. By default, we serve as your controller and finance manager, setting up systems and structures that keep your historical and projected financials on track and prepare your business for future challenges and opportunities.

This includes:

  • Strategic Oversight: We manage the accounting-to-finance function, focusing on strategic outcomes, not just day-to-day bookkeeping.

  • Ongoing Support: We provide regular updates on financial forecasts, monthly closes, and strategic reviews to ensure you are on track with your financial goals.

  • Precision and Clarity: Our process-driven approach ensures that every financial statement and forecast precisely reflects your current and future business state.

Add-On Options

Recognizing the diverse needs of startups and small businesses, especially those transitioning from seed stages or preparing for significant growth phases, we offer customizable add-on services:

  • Bookkeeping: Bookkeeping is essential for businesses requiring detailed record-keeping and financial tracking. For some clients, an internal bookkeeper supports Ballast’s overall accounting and finance efforts. Many prefer to have Ballast serve the entire accounting and finance function, including bookkeeping.

  • Consultative Services: Sales optimization, dashboarding, investor relations, and board meeting preparations tailored to support your strategic financial planning and investor communications.

  • Custom Financial Solutions: Designed for businesses that must overhaul their existing financial processes or set up new ones from scratch.

By integrating these services, we provide more than just accounting; we deliver a comprehensive support system for your financial operations, helping guide your business through growth phases and investor engagements.

Why Choose Ballast?

Choose Ballast for a financial partnership beyond traditional bookkeeping to include deep strategic integration into your business. Our single, flexible service model allows you to start with our core offering and expand with add-ons as your business evolves. This approach ensures that you always have the right support level precisely when needed.

Meet the Minds Behind Your Success

Get to know the dedicated team supporting your business's financial journey. Visit our Team page to learn about the experts who make it happen and see how our combined experience can catalyze your success.