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Accounting firm Professional services

Balance Financial

Clean accounting firm site on four pages with a services page with prices, an about page with the team and a consultation request form.

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Accountant working through financial paperwork

Omaha, since 2009

Taxes and books, handled

Accounting for individuals and small businesses in Omaha, with fixed fees and a named accountant.

The people you will meet

  • Portrait of Malik Castillo

    Malik Castillo

    Founder

    Started Balance Financial in 2009 after years in the trade. Still here most days.

  • Portrait of Dana Larsen

    Dana Larsen

    Senior advisor

  • Portrait of Marcus Novak

    Marcus Novak

    Client manager

Why people choose Balance Financial

Accurate and on time

Returns filed early, with no last minute rush.

Fixed monthly fees

Know exactly what you will pay each month.

Real people

A named accountant who answers your questions.

Secure portal

Upload documents and sign returns safely online.

Our story so far

  1. 2009

    The first day

    Balance Financial opened in Dundee with a small team and a short list of things we do well.

  2. 2017

    Room to grow

    Moved to Leavenworth St and added more of what people kept asking for.

  3. 2026

    Still local

    Same owners, same standards, and a team that lives in Omaha.

From our customers

Rated 5 out of 5

“Our books are finally clean and I understand my numbers.”

Hana Baptiste
Client since 2011
Rated 5 out of 5

“Saved us thousands with year round tax planning.”

Andre Abernathy
Small business owner
Rated 5 out of 5

“Always responsive and never condescending.”

Ruth Mensah
Family business in Dundee

Get your finances in order

Book a free call to talk about your taxes or your books.

Live preview: links and menus work. Every word, photo and color can be changed after you start.

What is included

4 pages
Home, Services, About, Consultation request
Fonts and colors
Archivo for headings, Inter for textprimary #111111secondary #3f3f46accent #e4e4e7background #ffffffsurface #f4f4f5text #111111muted #52525b
Good for
accountant, cpa, tax preparation, bookkeeping, payroll, minimal, omaha

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