Balancing financial acuity with compassionate service

Balance FMS is a boutique agency founded and lead by a licensed therapist with over 15 years of experience working with California's developmentally disabled population and families.

FMS as Bill Payer (Fiscal Agent Model):

Opting for this FMS model allows participants to facilitate purchases from businesses. The FMS bill payer manages payments for goods and services outlined in the IPP, issuing checks without establishing an employer/employee relationship with the participant or service provider. The business retains its employee/employer status, upholding compliance with employment laws, taxes, and insurance requirements.

Participant and FMS as Co-Employer:

For those seeking shared employer responsibilities, this model is ideal. While the FMS serves as the official employer, participants retain the authority to hire and terminate employees, with input from the FMS provider. The FMS provider assumes primary employer liabilities and insurance responsibilities, handling payroll processing and verifying provider qualifications.

Participant as Sole Employer (Fiscal/Employer Agent Model):

Participants who prefer direct employment control may choose this model. The FMS, in this role, aids the participant in adhering to employment laws, verifies provider qualifications, and processes payroll. Participants are responsible for securing necessary employment insurances, such as worker's compensation.