Built on the Belief That Every Business Deserves Financial Clarity.
Balance Point Financial was founded on a simple premise: business owners shouldn't have to navigate their finances alone. Daniel Ashworth brings the expertise, discipline, and straight talk that most advisors won't.
Why Balance Point Financial Exists.
Daniel Ashworth spent 21 years in the service industry — as a line cook, head chef, restaurant manager, and general manager. He knows what it means to run a business from the ground up, to manage tight margins, unpredictable revenue, and a team that depends on you to get it right.
After two decades in the trenches, he made a decision: it was time to do something more worthwhile. He'd watched too many hardworking business owners — people just like the ones he'd worked alongside — struggle not because they lacked drive or talent, but because the numbers never quite made sense to them.
That's why Balance Point Financial exists. Not to hand down advice from an ivory tower, but to sit across the table from business owners who are in the thick of it and help them finally understand where their money is going — and how to make more of it.
Daniel Ashworth
Founder & Financial Advisor
Background
21 years in the service industry — line cook, head chef, restaurant manager, general manager
Expertise
Business financial advisory, cash flow management, profitability consulting
Approach
Direct, practical, and built on real-world business experience
No Templates. No Generic Advice. No Sugarcoating.
Clarity over complexity
Financial advice should make things simpler, not more confusing. Every recommendation comes with a clear rationale and a concrete next step.
Data before decisions
Good strategy starts with accurate information. We build the financial foundation first — then the plan on top of it.
Long-term partnership
The best financial outcomes come from an ongoing relationship, not a one-time engagement. We stay involved, stay accountable, and stay invested in your results.
Ready to Work Together?
Start with a free consultation. No pressure, no commitment — just a real conversation about your business.