Business is About People

Expert financial support so you can be customer focused

Who we are

Our experienced team will fuel your goals and growth.

We function as your business and financial management backbone, quickly integrating into your organization and culture. We pride ourselves on our accessible, high-touch, human-centered approach, successfully creating dynamic, long-term client partnerships that foster optimal company performance.

Balance proudly works with companies that share our core philosophy that profit and social impact are complementary goals. Our people-centric approach gives actionable insights into your financials to ultimately serve every level of your teams, business, and community.

Meet our team

We work with values-driven organizations that share our commitment to generating positive financial and social impacts.

Diana Pereira

CEO & Founder

Rose Boynton headshot
Rose Boynton, CPA

Chief Financial Officer

Erma Cervantes headshot
Erma Cervantes

Director of People & Culture

Christie Cole headshot
Christie Cole

Senior Executive Assistant

Gladys Pimentel Ray

Assistant Controller

Elizabeth Vande Velde

Assistant Controller

Jimi DeKett

Senior Staff Accountant

Kay Warner

Director of Operations

Senior Staff Accountant Margarita Ferreras
Margarita Ferreras

Senior Staff Accountant

Headshot photo of Mary Grace Dadula Jose
Mary Grace Dadula Jose

Senior Staff Accountant

Marie Manzano

Staff Accountant

Natalie Blackmore-Azria

Customer Experience Manager

Ashley Radosevic

Marketing Assistant

Kiana Hoyos

Human Resources Generalist

Sophia Annecone

Human Resources Assistant

* not all staff are listed at this time