
The Balanced Act was established in 2005, building on more than 30 years of experience serving small businesses and nonprofit organizations. Over that time, we have partnered with organizations across a broad range of sectors, including social enterprise, education, early learning, the arts, workplace giving, environmental services, healthcare, retail, and service-based industries.
Many of our clients are small organizations that do not require—or cannot sustain—full-time financial staff. Regardless of size, every organization benefits from strong financial infrastructure.
We provide the expertise needed to build and maintain sound financial systems, develop practical fiscal policies, and implement procedures that support long-term sustainability and operational effectiveness.
We specialize in supporting nonprofit organizations by managing their financial operations, allowing leadership to focus on mission-driven work and day-to-day program delivery with confidence in the integrity of their financial systems.
