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Skills

  • Financial Analysis
  • Accounting
  • Financial Forecasting
  • Financial Planning
  • Management
  • Packaging Design
  • Purchasing Management
  • Review Writing
  • Tax Services
  • Budgeting
  • Collections
  • Consumer Lending
  • Creative
  • Financial Reporting
  • Investor Management

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Services

  • Financial Accounting Services

    $150/hr Starting at $25 Ongoing

    Dedicated Resource

    • Provide all financial, bookkeeping and accounting services for the Company using QuickBooks Accountant 2018 including: • Establish, maintain and supervise the deposit of any money of the Company • Collect,...

    AccountingAccounts PayableBook WritingBookkeepingFinancial Analysis

  • Tax Return Management Services

    $175/hr Starting at $25 Ongoing

    Dedicated Resource

    • Review the interim financial statements of the Company and make any adjustments necessary into order to prepare a package of the information required for your accountant to prepare the Company’s tax...

    AccountingFinancial AnalysisFinancial ReportingManagementTax Services

  • Management Accounting Services

    $175/hr Starting at $25 Ongoing

    Dedicated Resource

    Prepare reports to assist the Owners with the information necessary to properly estimate the future profitability of the Company including: • Job Costing Review existing reports and test/confirm information...

    AccountingAnalyticsBudgetingCapital BudgetingCash Flow Analysis

  • Asset Feasibility and Structuring

    $175/hr Starting at $25 Ongoing

    Dedicated Resource

    • Assist the owner in the initial evaluation of the potential opportunity to purchase new assets by providing/reviewing information about past performance, current market conditions and future projections...

    AccountingCollectionsConsultantConsumer LendingCreative

  • Asset Management Services

    $175/hr Starting at $25 Ongoing

    Dedicated Resource

    • Act as the owner’s representative managing/overseeing/reviewing the overall day-to-day operations of the property, including the physical maintenance of the asset and Company’s property management company...

    Asset ManagementBudgetingCollectionsConsumer LendingDrawing

  • Asset Disposition Services

    $175/hr Starting at $25 Ongoing

    Dedicated Resource

    • Assist the owner in the evaluation of the optimum time to sell the asset • Create financial projections and due diligence package for the sale of asset. • Review sale/purchase agreement and negotiate...

    AccountingCreativeFinancial AnalysisFinancial ForecastingPackaging Design

About

A metropolitan Baltimore, MD based company that provides a range of accounting and financial management services that are necessary to successfully administer real estate investments.

Since 1984, Peter J. Balaguer has been the CFO/Controller for a privately owned real estate investment firm located in Baltimore, Maryland. This firm, during its 40+ year history, has developed and operated virtually every type of commercial and residential real estate asset, with closed transactions exceeding $ 2.0 billion in total value. As an experienced real estate professional, Mr. Balaguer has developed the expertise to effectively locate, evaluate, structure, finance and manage real estate investments and developments.


When one of the three principal owners retired in 2001, the two remaining principal owners formed a new entity to pursue new real estate opportunities. At that time, Mr. Balaguer formed BALA Management Associates, Inc. (“'BALA'”) to provide the financial management services (that were previously performed by Mr. Balaguer and his assistant as employees) to both the ‘existing’ entities and to ’new’ real estate entities that the two remaining principal owners created after 2002.

BALA provides entrepreneurs, owners, investors, developers, family and estate enterprises, accounting firms, lawyers and selected individuals with a wide range of financial management services that are necessary to successfully administer their / their client’s real estate and other investments:

Financial accounting,
Tax return management,
Management accounting,
Asset feasibility & structuring,
Asset management and
Asset disposition.

Since its formation in 2002, BALA has been the financial manager for over 400+ entities (corporations, limited liability companies, partnerships and trusts) that have 250+ different individuals who invested in a variety of real estate projects and other investments.

Mr.Balaguer is a graduate of Loyola University Maryland (formerly known as Loyola College) earning a Bachelor’s of Arts in Accounting and a Masters of Professional Accountancy.

Founded: 2002

Work Terms

Whether you are the owner of a multistate portfolio or a single investment property, by outsourcing some or all your real estate financial management needs to Bala Management Associates, Inc, you will have peace of mind knowing your real estate is being diligently watched and financially organized by an experienced CFO/Controller.

A world of accounting and real estate experience is a step away. If you would like to see how BALA Management Associates, Inc. can satisfy your real estate accounting needs, please contact me (via e-mail: pete@balamanagement.com). I welcome the opportunity to discuss and send you my company brochure that will provide you more details about me, my company and the portfolio of projects that are/ have been provided financial management services by Bala Management Associates, Inc.

Thanking you for this business opportunity and looking forward to discussing and implementing it with you,

Peter J. Balaguer
Bala Management Associates, Inc.
Founder/Owner/President