Kate’s career in the financial services industry spans over 20 years, specializing in Compliance and Controls of books and records.

She began her career in finance in 2003 with the oversight and reconciliation of Accounts Receivable for an independent television station based in Atlantic City, New Jersey. In 2007, she joined AXA Equitable and after successfully completing all FINRA licensing requirements in 4 months, was promoted to Senior Branch Controls Manager of the Baltimore, Maryland branch. During her tenure as Senior BCM, the branch received top honors for being the number one performing branch in the country, and Kate was awarded the AXA Equitable 2012 Rising Star Award for her success in redefining and streamlining the Compliance and Controls procedures for the branch. Over the course of her time as Senior BCM, Kate strove to improve office workflow efficiency and security, directly affecting the branch’s ability to become and maintain themselves as a top performing branch.

In 2013, Kate joined Morgan Stanley as a Manager within their Wealth Management / Branch Exams Division to provide internal oversight and conduct branch examinations nationwide at physical branch locations to ensure compliance with regulatory and firm procedures and policies.

After her son was born unexpectedly premature, she decided on a career change allowing her more flexibility and the ability to be home with her family. In 2017 Balanced Bookkeeping was founded so that she could utilize her extensive corporate financial controls and internal auditing experience to provide small business bookkeeping support to service based businesses.

Kate has earned her FINRA 7, 24, and 53 regulatory licenses and is a student of Developmental Psychology at Lesley University in Cambridge, Mass.

When not at work, Kate can easily be found knee-deep in a home DIY project or off on an adventure with her husband & son.

Balanced Revenue Services

Heading up our division, Balanced Revenue Services, Paul brings a unique mix of experience to his role as a fractional CRO with over 20+ years leading Marketing, Sales, Revenue Operations and Customer Success teams in a variety of industries. Paul has built two startups (including a top 20 Inc. 500 award in 2011) and led revenue teams at private equity owned businesses between $200M - $1.8B in top line revenue.

Paul also started his career as an Inside Sales and Field Sales Representative and these direct selling roles give him a unique perspective on how lead quality, sales process, sales support, pricing, customer communication, compensation plans and more all have an impact on the execution of a well intended Go-to-Market strategy.

A pragmatic, collaborative and positive leader, Paul partners with businesses to balance top line revenue growth and margin by focusing on a few key areas including:

• Optimize customer journey and communication across revenue teams

• Analyze and enhance efficiency and effectiveness of Marketing and Sales teams

• Improve customer retention, referrals and revenue through Customer Success initiatives

• Leverage customer data and feedback to improve Go-to-Market strategy

Awards include:

Inc. 500 - #15 Fastest Growing Private Business in United States

Top 50 CEO – Smart CEO Magazine

Business Hall of Fame Award - Baltimore County Chamber of Commerce

Paul lives to spend time off on adventures with his wife, Kate, and their son Charlie be it golfing, exploring northern New England or helping kate on whatever DIY project she thought up for them that weekend.

Balanced Bookkeeping & Balanced Revenue Services

Mandi brings over 15 years of Business Management & Team Leadership experience to our team, leading us to continue to streamline & perfect our Customer Experience & back office operations. She has become well known to clients as she never shy away from a question & is always happy to pitch in. As the Owner & Founder of locally based Camp Candles (founded in 2020), her unique perspective helps us focus on ensuring we have systems in place to truly support our clients.

Aside from growing her incredible brand of soy based candles, the mom of three teens is an avid outdoors woman - be it climbing mountains or enjoying a light hike around her favorite lake, a dedicated supporter of our local community & an accomplished artist.

Joining our team back in early 2021, Shawna is well known & loved by many of our clients. Coming to us with over 15 years in the industry, Shawna has helped us clean up & refocus many of our clients books with her simple, no nonsense approach to bookkeeping. Patient & practical, she is always willing to lend a hand & is our go-to for complicated journal entries or Shopify questions.

Mom to 4 boys, like the rest of the team Shawna loves the outdoors & often spends weekends camping, hiking, or fishing with her family and 2 beloved goldendoodles.

Bio coming soon!