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financial operators for small business
welcome to balanse
Balanse offers you unique access to a team who will help develop and support your business. We partner with you as strategists and have the supporting team to execute on that vision.
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our approach
Under our retainer model we allocate enough time to cover both maintenance tasks as well as projects and initiatives to make sure we keep progressing and don’t just cover the minimums.
beyond numbers
Finance is our core strength. However, as operators we have experience across many business functions. For the areas we consider outside our expertise, we will tap into our network of skilled partners we've built up.
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let's work together
Book a consultation to learn more about how Balanse can help you get back to focusing on why you started your business in the first place, while we focus on managing the back-end.
We will customize the scope of our engagement based on your unique requirements, but as an example of the typical activities we complete:​
Maintenance:
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​Full suite accounting (i.e., bookkeeping, AP, AR, invoicing, payroll, etc.)
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FP&A (i.e., budgets, forecasts, cashflow, etc.) KPIs & month end reporting (i.e., multi-departmental data collection and alignment to company goals / targets)
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​Projects:
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Building / developing processes (either within finance or supporting other departments with their reporting)
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Reworking systems (either within finance or supporting other departments with clean data flows)
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Managing or partnering with external experts (i.e., HR / legal to build out a performance system, tech to improve an integration or to build a custom tool, etc.)​​​
Elizabeth Pipes, CPA, CA
Partner
Eric Grott, CPA, CA
Partner
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Eric is our rover. Navigating the team through your challenges and creating ideas to bridge over to your hopes and dreams. Broadly experienced working with many founders and small businesses in finance, accounting, operations, and strategy, he is always wearing his problem solving hat - it's just usually flipped backwards.
Elizabeth is our swiss army knife. Highly skilled across many disciplines in finance, strategy, investing to name a few, but most importantly she has no quit. She has literally scaled Mt Everest and brings that same grit to the workplace where anything can be done and will do everything to overcome your challenges.
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Aakanksha Mittal,
Accountant
Aakanksha is our cop. She loves donuts but more importantly will police internally and externally. Whether it's chasing down AR, reminding the team of priorities, or keeping checks and balances with vendors she's on it.
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Izza Dollente,
Analyst
Izza is our sentient AI. More excited the messier the data is, she's always ready to go a layer deeper. Whether it's improving existing or building new models, setting up or optimizing systems, she will master it.
testimonials
"Working with Balanse has been a game-changer for our business. Their financial insights and strategic guidance have helped us navigate complex challenges with confidence."
- Ayhan Isaacs, Founder
"Balanse's team is truly exceptional. Their hands-on approach and personalized support have been invaluable in driving our business towards success."
- Aram Melkoumov, CEO
"I highly recommend Balanse to any entrepreneur seeking expert financial services. Their professionalism and dedication are unmatched."
- Roger Dagher, CEO