Every detail accounted for
The team
Get to know the people behind BALANCE. Good work begins with people who listen, explain the next step and keep the details connected.
SCOPE · FEE · RESPONSIBILITY
Founder & client director
Nina Patel
Nina likes records that tell the story of how a business operates. She begins with the current systems, the people responsible and the questions behind the reports, then shapes the bookkeeping and accounting scope around a dependable monthly routine.
Meet Nina Patel
Bookkeeping lead
Henry Cole
Henry organizes transaction records, reconciliations and the questions that need a client decision before the month can be closed.
Discussed before work begins
Client onboarding lead
Aisha Morgan
Aisha coordinates record requests and secure handover arrangements, helping clients begin with an organized information flow.
Discussed before work begins