Meet the Team
Passionate About Helping Businesses Succeed
Dr. C Caroline Walters Balfour has over twenty years of experience working with small and medium-sized businesses. She has successfully worked with assisting them to gain financing for growth, analyzing the business performance, and suggesting corrective actions. As a business management consultant, she is dedicated to helping businesses thrive. With years of experience and a passion for success, she is equipped to provide you with the guidance and support you need to take your business to the next level.
CEO
Dr. C. Caroline Walters Balfour
Dr. Walters Balfour and her team offer a range of services, including financial analysis and planning, technology analysis, capital analysis and tax preparation and filing. Whether you're looking to improve your profits, streamline your operations, or expand your business, we have the expertise and knowledge to help you achieve your goals. Contact us today to learn more about how we can help you succeed.
Qualifications
- Bachelors in Finance
- Masters in Business
- Doctorate in Finance
- Doctorate in International Business.
Certifications
- Certified Financial Analyst candidate
Emma Byrne
Financial/Tax Accounting Manager
With 15 years of experience, Emma is a Certified Public Accountant (CPA) in the accounting industry. With a degree in Accounting from the University of Georgia and a member of the American Institute of Certified Public Accountants.
​
She specializes in tax preparation and planning for individuals and small businesses. She has a proven track record of helping clients save money on their taxes and maximize their returns. She is also skilled in bookkeeping, financial, analysis, and auditing.
​
hOBBIES
​
Hiking, reading, and volunteering at a local charity.
Adrian Wang
Bookkeeper
Adrian Wang has 5 years of experience in the accounting industry, with a bachelors in accounting. He is responsible for recording daily transactions, updating general ledger and preparing trial balances.
He is skilled in maintaining and filing requisite documents for taxation compliance, monitoring cash flow and producing financial reports for strategic decision making.
​
hOBBIES
​
Reading, playing video games, and singing.