Hi, I’m Ana!

The founder of Bloom Balance, numbers nerd, mom of two high-energy boys, and someone who never says no to a good coffee or a new adventure.

After spending 15+ years in the corporate world as a CPA, I realized I wanted more than just crunching numbers behind a desk. I wanted to work directly with people who are building something of their own—small business owners with big dreams (and sometimes messy books). So, I took everything I know about bookkeeping, tax strategy, and business finances and built Bloom Balance to make those things feel less overwhelming and a whole lot more doable.

My priority? Helping small business owners grow scalable, sustainable businesses by making sure communication is always clear, timely, and easy. I never want you to feel like you’re in the dark when it comes to your money. We’ll talk through your numbers, we’ll build smart systems, and you’ll always know where you stand.

I’m also super passionate about wellness and self-care. I believe taking care of yourself—physically and mentally—is just as important as taking care of your business. I love supporting medspa and wellness spa owners because we get to grow healthy businesses and encourage people to feel their best.

When I’m not working, you’ll probably find me chasing after my two boys, squeezing in a workout, or planning our next family adventure. I’m always looking for new places to explore, new foods to try, and new memories to make.

At Bloom Balance, it’s not just about bookkeeping and taxes—it’s about building genuine relationships, creating financial peace of mind, and cheering you on every step of the way.

Let’s grow something amazing—together.

My Approach

Whether you’re busy closing deals, running the show, or just figuring things out as you go—I’ve got your books covered like they’re my own. I’m all about the details, I don’t miss deadlines, and I always show up ready to make your life easier (and way less stressful).

I totally get how important it is to have clean, up-to-date books and tax stuff that actually makes sense. That’s what I’m here for—so you don’t have to think twice about it.

My whole goal? To take the money headaches off your plate, so you can get back to doing what you love and growing your business without the spreadsheet panic.