About Us
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Our Team Cares About Your Business – We Really Do!
We bridge the gap between large and small businesses by providing expert financial services tailored to your needs. Our mission is to empower small businesses with the tools and support they need for success. Meet our team of seasoned professionals who are passionate about helping your business thrive.
Our Team
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Tina Lee, Principal
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Beyond my professional life, I am deeply passionate about history, culture, travel, art, and nature. As a social butterfly, I thrive on connecting with others, whether through work, community events, or just a friendly conversation. As a mother of two little boys, I cherish the time spent exploring the world and nurturing their curiosity about the wonders around them. This balance between my work and personal life continually inspires me to bring fresh ideas to the services I offer.
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Erica Domingues, Director of Operations
With 15-plus years of experience working in the professional services space, I have spent the majority of my career working in tax. My specialty has always been practice and project management, with a focus on operations.
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Nathan Altamirano-Hill, Special Projects Manager
Having 10 years of experience in the accounting and finance industry, my area of expertise is the function of outsourced accountant/controller for small to midsize businesses. Small business owners are faced with enough issues running a business. My passion is to help those business owners find reasonable and affordable solutions to their accounting and tax problems.
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Jen Trudeau, Senior Bookkeeper and Tax Specialist
I have over 20 years of experience in accounting, working with mid-sized corporations. During the pandemic, I shifted my focus to working with small businesses on their day-to-day accounting needs.
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Diana Root, Canadian Tax Manager
Graduating with my certificate in business administration, I have been working in the accounting field as a bookkeeper and tax preparer since 2010.
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Michael Philip, U.S. Tax Senior
With 7 years of experience specializing in Corporate and Partnership Tax and U.S. Tax Advisory, my area of expertise has been navigating complex tax regulations, optimizing tax strategies, and ensuring compliance for diverse clients.
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Mara Betti, Bookkeeper and Tax Specialist
I am currently pursuing my undergraduate degree in Economic and Management Science at Toronto Metropolitan University in the Ted Rogers program. After graduating, I would like to further my accounting education by pursuing my CPA designation.
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Jennifer Jordan, Bookkeeper
Jennifer was born in Saskatoon and moved to B.C. as a teenager. She has been working in bookkeeping since finishing school. At Balance, Jennifer supports clients across Canada and the U.S. A passionate baseball player and dedicated Toronto Blue Jays fan, she also enjoys camping and fishing. Jennifer is married and has a 24-year-old daughter.
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