Integrated Finance & Accounting for SMBs

At Ballast, we specialize in embedding robust finance and accounting practices into small businesses (or improving the ones they already have), providing stability, enhanced decision-making, and unmatched agility - all without increasing complexity or stress. Our commitment is to support and drive the growth and success of every client we partner with.

Ballast’s Finance & Accounting service is built to help you: 

  • Gain clear visibility into what's really driving (or stalling) performance

  • Pinpoint the root cause of growth barriers

  • Build and use clean, efficient financial processes

  • Confidently allocate resources and plan ahead

  • Lower stress, even as complexity rises

  • Prepare for a transaction

  • Communicate confidently with your board

  • Bring the expertise of a CFO + full team, without hiring

  • “In less than 90 days, Ballast has given us the financial visibility we need to make informed investment decisions and sustain a high growth rate.”

    — Tom Corbitt, Founder & Managing Partner, Top Line Growth

Integrated Finance & Accounting:

Build a strong financial foundation for confident decisions and measurable growth

We combine accounting, financial planning and analysis, and operational and strategic insight to give you clarity on what’s really going on inside your business – and how to move it forward. 

Our approach is driven by your needs. We can own your entire finance & accounting function. Or we can supplement and enhance the team you already have. 

As long as we’re reducing your burden while increasing your visibility, speed, and ability to act, we’re doing our job

You’ll get:

  • FP&A: Includes budgeting, forecasting, advanced scenario analysis, and goal tracking

  • Controller services: Includes variance analysis, trend analysis, basic cash management, monthly financial reporting, key metric reporting 

  • Advanced accounting services: Includes accrual based accounting, monthly close procedures, general GL management, monthly reconciliations, advanced rev rec procedures, and more

  • Strategic finance guidance & planning

  • Thought partnership and executive support

Questions? Check out our FAQs or reach out.

Add-on services:

We get the diverse and expanded needs of startups and small businesses, especially those transitioning from seed stages or preparing for significant growth phases. 

By integrating add-on 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.

Add-on services:

RevOps

Ballast’s RevOps solution integrates your sales funnel data with financial performance data to create one clear, accurate, real-time view of what’s working and what’s wasting your time. You’ll gain investor-grade insight into your customer acquisition costs, conversion rates, and ROI, so you’ll know exactly where to double down.

Strategic Advisory & Thought Partnership

This takes the strategic guidance and thought partnership that’s part of our core offering and puts it on steroids. It includes macro analysis of external functions and factors that impact your organization, our analysis of how they’re impacting your business, and deep hands-on planning for how to reduce risk, pivot, and use macro factors to succeed. This add-on service also includes additional thought partnership for the C-suite.

Transaction Preparation & Advisory

Whether you’re preparing for a sale, raising capital, or simply want to ensure you’re building a business of value, we’ll help you get your financial house in order. From optimizing operations to tightening your financials, we provide the clarity, structure, and strategy needed to confidently navigate the transaction process—and maximize outcomes. Our clients don’t just stumble into successful exits. They’re ready for them.–

Stakeholder Communications

If you have a Board, investors, or strategic partners, you need to communicate with them regularly and effectively to get strong buy-in and keep your business moving forward. This add-on service includes communication with external stakeholders, translating ideas and needs through the lens of finance and data, and helping our clients get stakeholder buy-in for their vision. This service typically follows a cadence of prep for and participation in regular meetings with a Board or other stakeholders.

  • “Every dollar we’ve invested with Ballast has led to significant ROI.”

    — Jim Fitzgerald, CEO, Taradel

Let’s talk.

If you're ready to get real clarity and start making decisions that move the needle, we're here to help.