About us
A founder-led firm, built around accountability.
As small businesses grow, their financial work gets split across a bookkeeper, a payroll company and a tax preparer — and no one is responsible for the whole picture. We built Balance Partners to be the opposite.
Meet Jenny
One CPA-led relationship. One person accountable.
Jenny is a Florida-licensed CPA and IRS Enrolled Agent with more than 13 years of accounting and tax experience across a wide range of industries. That range matters: she’s seen how different businesses actually operate, which makes her quick to understand yours. As an Enrolled Agent, she is federally authorized to represent taxpayers before the IRS.
Balance Partners is deliberately not a large firm. Jenny leads every engagement personally, keeps the client list small enough to do that honestly, and answers questions in plain English within one business day.
How we work
Responsive. Coordinated. Personal.
Responsive
Clear, timely communication — replies within one business day, in plain English.
Coordinated
Accounting, tax, payroll and back-office work move together — never in silos.
Personal
We take the time to understand your business, your industry, and your priorities.
Based in Tampa and working remotely with businesses across the United States. Balance Partners does not provide audit, review, compilation or other attest services.
Credentials you can verify
Licensed, and easy to check.
Florida CPA license
Certified Public Accountant licensed by the Florida Board of Accountancy. Licenses can be verified through the Florida DBPR license search at myfloridalicense.com.
IRS Enrolled Agent
Enrolled Agents are licensed by the U.S. Treasury and have unlimited rights to represent taxpayers before the IRS. Verify in the IRS Directory of Federal Tax Return Preparers.
Who writes the guides
Every guide in the resource library is written and reviewed by Jenny, with sources listed and a review date on each page — so you know what you are reading and when it was last checked.
What are you working toward?
Tell us about your business — we’ll show you a practical path forward.
Request a 20-Minute Fit Call →