case studies

Real businesses. Real outcomes.

A look at how Balanced shows up for the businesses we serve — from cleaning up the books to helping owners make the decisions that actually move the business.

Case Study 01

industry

Clinical therapy - pediatric services and school district training

size

15 full-time + 5 contractors

revenue

$1M+

prior setup

In-house bookkeeper + external CPA - two vendors, no unified picture

Best paired with:

Virtual Accounting Dept. + CFO Oversight

Two vendors replaced

Bookkeeper + CPA replaced by one unified advisory relationship

Revenue leak sealed

New cancellation policy recovered previously lost session revenue

Rates increased

First rate increase in 4 years, implemented with confidence

Growth redirected

School district consulting prioritized for margin and referrals

"Accounting was like a foreign language to us. Balanced not only cleaned up our books - they showed us where we were losing money and gave us the confidence to finally raise our rates."

- Owner, Clinical Therapy Practice, Austin, TX

From leaking revenue to raising rates - for the first time in four years.

Case Study 02

industry

Public relations & design - arts, nonprofits, small businesses

size

5 full-time + 1 contractor

revenue

$300K

prior setup

Free software, monthly catch-up sessions, a series of ill-fitting CPAs

Best paired with:

CFO Analysis & Planning

Tripled in size with no accounting system. We gave them one.

Books caught up

Full historical cleanup — clean baseline from day one

Admin eliminated

Real-time invoicing, payroll, and bill pay replaced manual catch-up

Unprofitable work identified

Time tracking revealed which clients and projects weren't worth it

Clarity under pressure

Financial visibility helped them navigate a difficult year

"We built a real business with no idea how to run the finances. Balanced stepped in, cleaned everything up, and gave us the clarity to stop guessing and start making decisions. We finally feel in control."

- Co-founder, Public Relations & Design Firm · Austin, TX

Ready to get your finances off your plate?

Start with a free conversation. We'll learn about your business, walk you through what makes sense for your situation, and give you a clear picture of what working together would look like.

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