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The Balanced Act

A typical consultant will provide analysis and insight into the needs of an organization and might even direct them to the person(s) who can help them perform the functions. We provide both services. We will help you determine the fiscal needs of your organization, help you map out the steps and actually implement the systems while providing oversight and training.

Our current client base is comprised of several non-profits with annual revenues ranging from $50k to $4m.

Each of these clients contracted with The Balanced Act for a variety of reasons and at different stages in their organization’s life cycle. The most common reasons a company contacts us are:

• The organization is experiencing substantial growth resulting in a breakdown of a system that may have worked on a smaller scale. Often smaller organizations can struggle along with minimal data and can make it work for them. However, in the ever changing world of non-profits, reporting requirements, and audit needs, these older systems may fail to provide the level of information required by funders, boards of directors, and management teams.

• The organization is in the start up phase and desires a system that will accommodate future growth without a lot of growing pains. The staff is small and the expertise required to build a fiscal management system to meet the unique needs of a non-profit does not exist.

• There has been a change in personnel which highlights a need for change in systems or a need for clean-up and re-organization. When there is a shift in key personnel in any organization, issues often arise with systems and efficiencies, or lack thereof.


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