When our company first launched in late 2015 (FKA With Balance), the business vision was simple: to provide financial coaching and education to small business and nonprofit executives, occasionally in tandem with bookkeeping, payroll, or tax preparation.
While initial market research indicated that this kind of coaching was both unique and needed, over the last few years we learned that a lot of our potential clients felt that they needed actual professional financial services more. So we joined the ranks of the growing virtual accounting world and began offering a combination of services – coaching, yes, but also bookkeeping, payroll, consulting, and tax preparation services. Since adding these elements to our service portfolio, our revenue has tripled. Clearly, we're headed in the right direction. As the focus of our work shifted from the individual (the executive or business leader) to the corporation (nonprofit or for profit), we recognized the need to revamp our brand and rename our organization. Through the rebranding process, we realized that we wanted to create a fresh, sharp, friendly, and memorable corporate brand. We wanted our new mark to reflect not only our unique corporate persona, but also our commitment to innovation, problem solving, and our role as key advisors. Enter, the Fox. Cultures around the globe assign some cool attributes to the fox. Strategic, clever, intelligent, resourceful, spirited, loyal, and wise are some of our favorites. And who doesn’t want those qualities in their finance team? The Celtic people even assigned the fox the role of guide – deeming it a knowledgeable, helpful creature. That’s exactly what we strive to be – and so we were powerless to resist, completely beguiled by the legendary Fox. We added the Blue to the name because not only is it one of the most universally welcoming colors, but also because it often symbolizes depth, stability, wisdom, confidence, and truth. Blue is the color of the sky and the sea, and in our minds it captures the infinite opportunity of both. And so the Blue Fox was born. We hope you like it as much as we do.
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