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, CPA
Chief Financial Officer

Erma Cervantes
Director of People & Culture

Dannette Soto
Senior Controller

Natalie Blackmore-Azria
Customer Experience Manager

Elizabeth Vande Velde
Controller

Leah Sullivan
Controller

Katherine Butera
AP Manager – Staff Accountant

Jonathan Schweitzer
Senior Payroll Manager, HR

Erika Alejandra Garcia
Staff Accountant

Virginia Nixon
Payroll Manager & HR Operations

Marissa Cartagena
Payroll Specialist

Christie Cole
Senior Executive Assistant

Ashley Radosevic
Marketing Assistant

Cesar Hapaz
AI Developer
* not all staff are listed at this time