A track record of outstanding financial service

Path to Success

Our dedicated team is invested in achieving your organization’s goals.

With our comprehensive financial service offerings, we help our clients manage their growth, mitigate risks, and enable future success. We are committed to following ethical financial management best practices, freeing you to focus on your organization’s vision.

Tested Experts

A $9,000,000 services company with multiple subsidiaries was searching for a cost-effective and scalable management solution to support their growth strategy and eventual purchase.


The company decreased costs by 35%, increased revenues by 30% and EBIDTA by 47% before acquisition.

Early Stage to Publicly Traded Company

A young, venture-funded start-up client wanted to ensure a successful merger with a public company.


The start-up successfully merged with the public company; Balance was subsequently retained by the public entity to provide ongoing management support.

Large Non-Profit

Non-profit with $4,000,000 in revenues was burning through its endowment by more than $650,000 per year.


The organization reduced financial back-office costs by more than 50% and has tripled in size. They currently have a healthy balance sheet, strong strategic plan and sustainable growth.

Small Non-Profit

Non-profit with revenues of $550,000 and seven employees needed a backbone organization to manage all finance and operations.


The organization lowered its back-office support costs by 4%, from 9% to 5% of annual revenues.

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Business is about people. Schedule a meeting to see how we can help you realize your organization’s goals.

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