Creating value by developing people, processes & technology.
Balance The Five was founded by Stefanie Ricchio CPA;CGA after having worked nearly 2 decades in various accounting positions. She thrived on problem solving and creating process improvements in both financial and non-financial measures always keenly aware of the momentum that technological innovations were making on how we do business.
When presented with the opportunity to step away from the corporate world and into academia she found two things; passion and gap between education and the workplace. The gap, as explained by students both experienced and inexperienced, was the lack of understanding and confidence in applying technical accounting and business knowledge within the workplace. Stefanie spent 4 years in an instructional design role learning how to create and deliver content that was representative of business needs but also applicable in practice. Learn more
At the center of the success of BTF is experience based on having been a part of small to large sized projects requiring the evaluation, redefinition, implementation, and reassessment of processes.
Developing learning materials for post-secondary and corporate environments is the newest pillar of service offered by BTF but already has a proven track record within both climates supporting success in student development and corporate customer success strategies.
BTF is committed to providing financial literacy to support the needs of many individuals; from personal to corporate. Giving back within the community is important to BTF and Stefanie personally.