Our Story
Smarter Accounting. Scalable Growth. Built for the USA
At Easy Balance, we help U.S. businesses simplify finances and accelerate growth—without hiring an inhouse accounting finance and strategy team.
Born from Satnet Services LLC Legacy
Our founders helped enterprises like USPS, Amazon, and JW Logistics optimize complex operations. Now, we bring that big-business financial strategy to growing U.S. companies.
Beyond accounting, financial planning and analysis we help identify digital transformation strategies to improve accuracy and scalability.
Why Easy Balance?
U.S. focused. Globally experienced leadership.
PwC, Heartland, MUFG alumni bringing global expertise to U.S. businesses
Remote done right
Smart systems, U.S. presence ensuring seamless operations
From reconciliations to strategic advisory
Comprehensive financial services tailored to your needs
Start small. Scale fast.
Flexible solutions that grow with your business
Our Enterprise-Grade Team
Chartered Accountants
Comprehensive financial services tailored to your needs
Certified Financial Analysts
Strategic investment and market analysis
Engineers with Business Background
Technical expertise meets business acumen
Our Background
Our leadership team brings experience from Deloitte, PwC, and Fortune 500 companies — blending big-business expertise with hands-on support for growing U.S. businesses
Who We Serve
Expert financial services for fast-growing U.S. companies seeking scalable solutions at competitive rates
Fast-Growing U.S. Companies
We serve small to mid-sized U.S. businesses, including e-commerce, professional services, startups, and operational businesses. Our fully remote delivery model spans across the U.S., with leadership presence in Pennsylvania and Texas.
Serving businesses generating $150K to $10M in revenue annually
You're a Great Fit For Easy Balance If
Reliable Monthly Reporting
You want dependable financial reporting without chasing your bookkeeper
Remote Collaboration
You're a U.S.-based business open to structured remote collaboration
Modern Tools
You're using or ready to use tools like QuickBooks, Xero, Stripe, or Gusto
Scalable Solutions
You need to scale without hiring a full in-house finance team
Professional Communication
You value clarity, consistency, and professional communication
Tools We Work With
Our Services
Bookkeeping & Accounting
- Monthly reconciliations
- Categorization and financial reporting
- Accounts payable/receivable support
- Monthly and quarterly reviews
- Financial operations management
Tax Services
- Basic tax advisory and support
- 1099 filing assistance
- Tax-ready financials
- Basic compliance guidance
Note: Tax pricing is confirmed after a free consultation
Strategic Advisory
- Business growth planning
- KPI dashboards and forecasting
- Budget vs. actuals review
- Founder finance support
- Risk analysis and optimization
Digital Transformation
- Data and finance system reviews
- App integrations
- Process improvement roadmaps
- Workflow optimization
- Automation strategy
Fractional FM / CFO Services
- Software configurationStrategic financial leadership — without the full-time cost.
- Cash flow forecasting & working capital planning
- KPI dashboards & profitability analysis
- Budgeting and what-if scenario modeling
- Oversight of internal finance processes and tools
Group Consolidation
- Consolidation setup
- Consolidated financial dashboards
- Cross-entity management
- Multi-entity reporting
- Group structure optimization
Core Packages
Essentials
Bookkeeping & Reporting
$599-$799/month
- Monthly bookkeeping with categorized transactions
- Reconciliation of up to 2 financial accounts
- AP/AR classification and tax-ready reports
- Sales tax return preparation
- 1099 preparation and filing
- Monthly financial summary and email support
Ideal for solo business owners, startups, and lean ops with straightforward needs
Growth
CFO/FM Support + Insights
$799-$1,199/month
- Everything in Essentials
- Up to 6 reconciled financial accounts
- Monthly performance summary and KPI Dashboard
- Email + scheduled check-in support
- Accounts receivable collection support
- Budgeting and forecasting lite
Best for growing businesses with multiple systems or basic advisory needs
Enterprise
Advanced Solutions
Quote Only
- Multi-entity consolidations, complex setups, or hands-on finance partner support
- Advanced dashboarding, cash flow modeling, board reporting
- Cashflow and working capital advisory
- Systems implementation and oversight
- Dedicated client success manager
Designed for scaling businesses with advanced needs and multiple stakeholders
Additional Services
Need a Custom Solution?
Our team will work with you to create a package that meets your specific needs
Frequently Asked Questions
Yes. While our leadership is based in Pennsylvania and Texas, we serve businesses across the entire U.S. using a fully remote model.
We offer limited tax services (e.g. 1099s, tax-ready books). For full returns, we can refer or work with your CPA.
We recommend them for efficiency — but we’ve also worked with Sage, Zoho, and Wave.
Yes. We can scope a fixed-fee cleanup project or fold it into your onboarding
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