Financial Superpowers

Without the suit

You don’t need a cape to save your business from bad books, tax trouble, or financial chaos. You need a local partner who actually gets it.

Real Talk

Real Results

Real Local

At Balanced Financial, we bring clarity, confidence, and a little swagger to small business finances across Delmarva. Whether you’re trying to make payroll, dodge IRS headaches, or finally get a grip on your growth strategy, we help you do it without breaking a sweat.

From bookkeeping to CFO-level insights, we deliver the financial support you need—without the corporate nonsense. And yes, we make it fun.

We keep your numbers right, your taxes tight, and your strategy smart. Whether you’re a solo entrepreneur or scaling fast, we’ve got a plan for you.

services at a glance

Services Built for Small

Businesses Who Think Big

Real stories, real results. Hear directly from the business owners and individuals we've helped—on everything from tax strategy to payroll peace of mind.

What Our Clients Say

  • Christine O.

    “Corey came highly recommended by two people I trust, and working with him absolutely lived up to the referral. His clarity, speed, and attention to detail made the whole process seamless.”

  • Joseph W.

    “I’ve been working with Corey for some time now, and he has been absolutely invaluable to my business operations. His expertise in structuring my businesses has helped me maximize savings and run everything in the most tax-optimized way possible.”

  • Shannon P.

    “Corey and his team did a great job getting our tax returns completed and filed. They were efficient and thorough. It is such a relief to have a professional guide us.”

  • Emily S.

    “I was down to the wire with my taxes and thought I owed a ton more than I actually did - thanks to Corey. Thank you so much for your quick and professional help!”

Our Promise

We know finances are personal, and handing them off can feel risky. That’s why we back every service with clear pricing and responsive communication. No surprise invoices. No disappearing acts. Just honest work from a team you can trust.